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Royal Roots
Tax Academy
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Tax preparer training

Prepare taxes with confidence. File with integrity.

The Royal Roots Tax Academy takes you from your first lesson to your PTIN, final exam and certificate with Royal Roots Tax Service.

Student sign in Meet your instructor
Royal Roots Tax Service — Accurate. Reliable. Rooted in you.
Your path to certification

Six steps from student to preparer

  1. 01

    Lessons

    Nine modules covering the IRS, forms, credits and compliance.

  2. 02

    Practice scenarios

    Real-life client cases with instant feedback.

  3. 03

    Module quizzes

    Check your knowledge after every module.

  4. 04

    Get your PTIN

    Step-by-step instructions to register with the IRS.

  5. 05

    Final exam

    Sign the Statement of Understanding and pass the final.

  6. 06

    Certificate

    Earn your Royal Roots Tax Service certificate.

Yasmin Curtis, Founder and CEO of Royal Roots Tax Service
Meet your instructor

Yasmin Curtis

Founder & CEO, Royal Roots Tax Service

“This academy is to ensure that you know all you need to know and that you are fully prepared and equipped to electronically file and prepare taxes.”

Yasmin built Royal Roots Tax Service to be accurate, reliable and rooted in the people it serves. Every lesson, scenario and exam in this academy reflects the standards she expects from every preparer on her team.

What you'll learn

Nine modules. Everything a new preparer needs.

Module 1

How the IRS Works & Federal vs. State

  • How the IRS works
  • Filing season timeline
  • Federal vs. state
  • IRS notices
Module 2

Tax Terminology & Filing Basics

  • AGI & taxable income
  • Credits vs. deductions
  • Filing status
  • Dependents
Module 3

Your Responsibility as a Preparer

  • Preparer duties
  • Ethics & prohibited conduct
  • Confidentiality (IRC 7216)
  • Credential path
Module 4

Reading Income Forms

  • Form W-2
  • Form 1099-NEC
  • Form 1099-K
  • Form 1099-R
  • SSA-1099
Module 5

Credits & Eligibility

  • Earned Income Tax Credit
  • Child Tax Credit & ODC
  • AOTC & Lifetime Learning
  • Eligibility rules
Module 6

Self-Employment Tax & Record Keeping

  • Schedule C
  • Self-employment tax
  • Estimated payments
  • Record keeping
Module 7

Compliance, Due Diligence & Protecting Data

  • Form 8867 due diligence
  • Protecting taxpayer data
  • Red flags
  • Avoiding audits
Module 8

Client Interviews & Professional Communication

  • The client interview
  • Professional communication
  • Intake questionnaire checklist
Module 9

Quality Control, Rejects & Team Expectations

  • Quality control review
  • Form 8879 e-signatures
  • Handling rejects
  • Team expectations

Rooted in knowledge. Committed to your success.

Enrollment is by invitation from Royal Roots Tax Service. Already invited? Sign in to start Module 1.

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