Tax Prep Training Case File Bundle

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Sharpen your tax preparation skills with our 10-Scenario Training Bundle designed to feel just like real client files. This bundle is perfect for:✅ Tax preparers-in-training✅ Mento rs & instructors who want to practice scenarios with their students✅ Experienced pros looking for real-world refreshers✅ Office team training to standardize accuracy and compliance Included Scenarios: The Young Professional (Teacher with student loans) Newlyweds Starting Out (Dual W-2, 1099-NEC, tuition credit) Divorced Parent (alternating dependent claim) The Widow (Qualifying Widow(er) with children & SSA benefits) Self-Employed Barber (1099-NEC + cash income, EITC) Survivor with Pension (1099-R & SSA-1099 mix) College Student (W-2 + 1098-T, dependent filing) Single with Roommate (dependency trap) The Truck Driver (W-2 + 1099-NEC, MFS filing) Gig Economy Worker (Uber/Lyft/Instacart + dependent) Show more