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Tax Preparation & Financial Services Certificate Program

Start your own tax business or work for a firm in just 10 weeks. Get IRS VITA/TCE certified, learn QuickBooks and Microsoft 365, and gain real experience preparing taxes at an IRS-approved site. Earn $40,000-$60,000+ per year during tax season, with flexibility to work year-round or seasonally.

10 weeksHybrid - Classroom instruction + Online IRS modules + Supervised practicum at IRS-approved VITA site$4750
Duration
10 weeks
Format
Hybrid - Classroom instruction + Online IRS modules + Supervised practicum at IRS-approved VITA site
Schedule
Seasonal cohorts: November, January, March (aligned with tax season)
Credential
IRS VITA/TCE Certification, QuickBooks Pro Advisor, Microsoft 365 Fundamentals, Rise Up Certificate, Certificate of Completion

Program Overview

Start your own tax business or work for a firm in just 10 weeks. Get IRS VITA/TCE certified, learn QuickBooks and Microsoft 365, and gain real experience preparing taxes at an IRS-approved site. Earn $40,000-$60,000+ per year during tax season, with flexibility to work year-round or seasonally.

What You'll Achieve

  • IRS VITA/TCE certified tax preparer
  • Tax preparation specialist
  • Bookkeeping assistant
  • Financial services representative
  • Accounting technician
  • Start your own tax preparation business
  • Community-based tax preparer
  • Average salary: $35,000-$55,000/year
  • Seasonal income potential: $15,000-$30,000 during tax season

🎓 Credentials You'll Earn

📜

Certificate of Completion

Issued by Elevate for Humanity upon successful program completion

Industry Certification

IRS VITA/TCE Certification, QuickBooks Pro Advisor, Microsoft 365 Fundamentals, Rise Up Certificate, Certificate of Completion

Third-party certification recognized by employers nationwide

What Happens After Completion?

  • Career services support and job placement assistance
  • Access to employer partner network
  • Pathway to advanced certifications and career growth

What You'll Learn

Training Curriculum:

1.Federal and state tax law and regulations
2.Individual tax return preparation
3.IRS Link & Learn Taxes platform
4.Client intake and interview techniques
5.Electronic filing (e-file) procedures
6.Tax ethics and professional standards
7.QuickBooks accounting software
8.Microsoft 365 applications (Excel, Word, Outlook)
9.Bookkeeping and financial record keeping
10.Financial literacy and budgeting
11.Business communication skills
12.Entrepreneurship fundamentals
13.Client consultation and service
Program Cost
$4,750
Secure payment via Stripe
30-day money-back guarantee
Instant access after payment

Why This Program

IRS VITA/TCE certification

Supervised practicum at IRS-approved VITA site

IRS Link & Learn platform training

QuickBooks Pro Advisor certification

Microsoft 365 Fundamentals certification

Rise Up career readiness certificate

Authorized IRS e-file provider training

Real-world tax preparation experience

Business communication and entrepreneurship skills

Seasonal cohorts aligned with tax season

Year-round and seasonal employment opportunities

Choose Your Package

Select the option that best fits your needs

Training Only

Complete program training and materials

$4,750
  • Full program curriculum
  • Online learning materials
  • Instructor support
  • Certificate of Completion
  • Career services access
Select Training Only
Most Popular

Training + Exam

Training plus certification exam voucher

$4,750
  • Everything in Training Only
  • Certification exam voucher
  • Exam prep materials
  • Practice tests
  • Scheduling assistance
Select Training + Exam

Complete Package

Training, exam, and retake voucher

$4,750
  • Everything in Training + Exam
  • One exam retake voucher
  • Extended support period
  • Priority scheduling
  • Guaranteed certification path
Select Complete Package

Funding may be available! Many participants qualify for workforce funding that covers all or part of program costs. Learn about funding options

How to Enroll

1
Apply Online
Submit the short application so we can match you to the right path.
2
Advisor Outreach
We contact you to confirm goals, eligibility, and next steps.
3
WorkOne Appointment
We guide you to schedule and prepare for the funding appointment (if applicable).
4
Onboarding
Upload required documents and complete orientation.
5
Start Training
Begin class and track progress through your dashboard.

Who This Is For

  • 18 years or older
  • High school diploma or equivalent preferred
  • Basic reading, writing, and computer skills
  • Complete short intake interview
  • Pass basic math and reading assessment
  • No prior tax experience required
  • Application deadline: Apply at least 1 week before cohort start date

Funding Options

  • $100% FREE through WIOA
  • $Workforce Ready Grant
  • $Self-Pay: $4,750

Career Services

Get support finding employment after completing Tax Preparation & Financial Services Certificate

What Happens After Completion?

🎯

Career Services

Resume review, interview prep, and job search assistance from our career services team.

🤝

Employer Connections

Direct introductions to hiring employers in our partner network actively seeking graduates.

📈

Career Advancement

Pathways to advanced certifications, specializations, and leadership roles in your field.

Ready to Get Started?

Apply now and we'll guide you step-by-step through the enrollment process.

Questions? Call us at (317) 314-3757 or email info@www.elevateforhumanity.org