Your Path to Tax Mastery

Three levels that build on each other, plus ethics. Every module ends with a quiz and a real client case study.

  • Level 1: Foundations

    Filing status, income, Schedule C, adjustments, credits and due diligence, ending with a full-return capstone. Start here if you are new to tax preparation.

  • Level 2: Intermediate

    Rental real estate on Schedule E, capital gains and investment transactions, and household employment on Schedule H.

  • Level 3: Advanced

    Retirement distributions, NIIT and special capital gains rates, home sales and canceled debt, and complex credits.

  • Ethics & Circular 230

    Your duties, practice rights, confidentiality and data security, and the consequences of misconduct.

Meet Your Instructor

Taught by an Enrolled Agent who still does the work.

Debra Wilson, EA

Founder, Tax Mastery Institute

Debra Wilson is an Enrolled Agent with more than 30 years in the tax industry. She runs Premier Tax & Accounting Services, where she prepares returns and represents clients in IRS and state resolution cases. Her tax work is how she has self-funded every business she has built. Tax Mastery Institute is where she teaches preparers what those years taught her.

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Enrollment opens soon. Join the list and we'll email you the moment the courses go live.

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