Professional Tax Preparer™ (PTP)

What You'll Learn

As a certified Professional Tax Preparer™ you’ve been trained and tested to provide the quality services expected from a tax preparer. What better service to complement accounting than tax preparation and planning? By mastering this one skill you can increase your income by approximately $100+ per hour. Line by line, the Universal Accounting®’s Professional Tax Preparer™ program will teach you how to complete individual and business returns so that you can either prepare taxes on the side or start your own tax business full-time.

Course Description

  • Establishing the Tax Foundation: Learn the entire process for determining income and adjustments to income, which will factor into the Adjusted Gross Income
  • Becoming the 1040 Expert: Understand all the adjustments that can be made to adjusted gross income, including credits that are allowed and different types of deductions and exemptions that can be taken against that adjusted gross income number
  • Profitable Business Returns: Experience completing each of the schedules and forms common to business organizations. See the various business types and why one may be chosen over another.  Learn tax concepts in accounting, “Elements of Business Financial Statements,” and how to report gain and loss on dispositions of business property.
  • Building Your Successful Tax Practice: The turnkey process to start & build a successful tax business. This includes proven marketing strategies, pricing, client interviewing for tax planning and preparation and much more.


Establishing The Tax Foundation – Table of Content

Becoming the 1040 Expert – Table of Content

Profitable Business Returns – Table of Content

Building a Successful Tax Practice – Table of Content

Convenient At-Home Learning

The Professional Tax Preparer™ Program course consists of 20 – 67 hours of training. Our tax preparation courses include the books and worksheets (over 600 pages of instruction and reference materials). This tax training course is very engaging and entertaining. You have the flexibility to complete the courses on your own time, in a way that fits your life. The course is taught by our experienced accounting professionals who give practical advice on not only tax issues, but also provide real-world solutions to give you the edge in productivity and profitability. Our tax instructors know what challenges you will face because they have been there themselves.

• 217 Video Lessons
• Clock Hours: 62
• Designed to be done in 4 to 6 weeks
• Four Manuals with exclusive bonus content
• Online access, anywhere, anytime
• The opportunity to certify your skills
• Related Coaching & Support
• 100% satisfaction guarantee

Meet Your Instructors

Allen Bostrom, CPA – As your instructor he was the President/CEO (founded in 1979) until 2014 when he was able to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies.


Universal Structured Power CoachingBill Brough, MBA, EA Academic & Firm Coach – Professional Tax Preparer (PTP)  Bill came to the world of ledgers and tax returns by an unlikely route. He majored in music, and spent time as a songwriter in Los Angeles, even landing a spot on a production team for a Stevie Wonder spin-off called Writer’s Quarters West. To help make ends meet for his young family, Bill started a small business in 1988, part time, while still keeping a foot in the music industry. But it quickly consumed all his time and energy, and he discovered that he actually enjoyed running a business, which required learning how to keep the books, which led to an MBA in finance and accounting. Eventually, Bill was hired by Universal Accounting Center in Salt Lake City to teach their unique bookkeeping and tax preparation courses to students from all over the country. He has been a lead writer and editor for Universal Accounting’s Professional Tax Preparer course. He also worked several seasons as a tax professional for H&R Block. Having worked several seasons as a tax professional for H&R Block, Bill currently runs his own thriving bookkeeping, accounting and tax preparation business.

Adam Syvock, Universal Accounting SchoolAdam Syvock – your tutor Academic & Firm Coach, Professional Bookkeeper (PB) program. Adam works with Universal Accounting’s PB students regarding questions about curriculum and real-world accounting situations.  Adam is a graduate of Universal Accounting’s PB program himself,  and also holds a bachelors degree in accounting from the University of Wisconsin-Milwaukee.  In addition, Adam also uses his skills as a profit and growth expert to run his own accounting practice.  He is also QuickBooks Certified and is working towards his Enrolled Agent (EA) designation to be able to help small businesses with accounting and tax.

Universal Structured Power CoachingRick HowardStructured Power Coaching for Professional Bookkeeper.  As the business coach Rick has been instrumental in the development of our structured coaching program for students.  He helped develop the Universal Practice Builder course, and directly with students field tested the principles and practices for attracting and converting clients into new engagements.  Rick has worked with accounting professionals throughout the United States and Canada on how to start and grow their own successful accounting practices.


More Courses

Accounting Training & Certification

Start Your Business

The Premier Accounting Firm

In Business For Yourself But Not By Yourself

Your Coaching And Support