K&A Tax Academy: W-2s to Refunds Team Training Guide for Tax Pros

Scale your tax business without burning out.
From W-2s to Refunds is a digital training guide built to help EROs and tax professionals train a team to prepare accurate W-2 returns efficiently, follow ethical best practices, and deliver a consistent client experience from intake to filing.
 
This guide is ideal for onboarding new preparers, improving office consistency, and reducing errors during tax season.
 
What you’ll learn:
The tax prep workflow from start to finish
What counts as income and how to report it
Deductions that can help clients (and how to document properly)
Dependents, credits, and refund boosters
Tax concepts, ethics, and professional best practices
Glossary for quick reference
Perfect for:
EROs ready to expand beyond themselves
Tax professionals transitioning from preparer to CEO
Tax offices that want stronger team performance and fewer mistakes
Anyone with an EFIN building a scalable tax business
Digital product details:
Format: PDF (digital download)
Delivery: Instant download after purchase + link sent by email
Device-friendly: Works on phone, tablet, and computer with any PDF reader