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Intro to Tax Preparation

Learn the fundamentals of individual tax preparation, IRS filing requirements, and basic tax law. Perfect for beginners who want to start a career in tax preparation.

Advanced Tax Strategies

Dive deeper into complex tax situations including small business filings, self-employment taxes, credits, and deductions. Ideal for preparers ready to level up their skills.

Business Bookkeeping Basics

Understand how to set up and manage bookkeeping systems for small businesses. Students will learn QuickBooks, chart of accounts, reconciliations, and monthly reporting.

Mastering QuickBooks Online

A hands-on course covering setup, client management, invoicing, payroll, and reporting using QuickBooks Online. Prepares students for client-ready bookkeeping services.

Corporate & LLC Taxation

Learn how to prepare and file business entity tax returns (LLC, S-Corp, C-Corp, Partnerships), including elections, compliance, and tax-saving strategies.

Financial Services & Advisory Skills

Train to become a trusted advisor by learning how to interpret financial statements, help businesses improve cash flow, and build tax-efficient financial plans.

Tax Resolution & IRS Representation

Specialized training on handling IRS notices, setting up payment plans, filing amendments, and negotiating on behalf of clients with tax debt.

Payroll Management Essentials

Gain the skills to manage payroll systems, filings, and compliance for small businesses. Learn how to correctly handle W-2s, 1099s, and payroll taxes.

Starting Your Tax & Bookkeeping Business

Step-by-step guidance on launching your own tax or bookkeeping practice — covering business setup, client acquisition, compliance, and scaling your services.

Personal Finance & Wealth Building

Empower individuals to manage their personal finances, understand credit, budgeting, and investments, and align their financial goals with long-term stability.

Bookkeeping for Nonprofits

Learn how to properly track donations, grants, and program expenses for nonprofit organizations. This course covers fund accounting, compliance reporting, and how to prepare accurate statements for boards and donors.

Tax Service Bureau Mastery

This course is designed for experienced tax professionals who are ready to expand beyond tax preparation and launch their own Service Bureau.

Testimonials

“I had no background in taxes or bookkeeping, but the training at Synergy Financial Training Academy gave me everything I needed to start my career. The lessons were easy to follow, and Sheridan made sure I understood each step. Now I’m earning income during tax season and feel confident helping clients with their returns.”

Carol Raphiel

“I always wanted to run my own tax and bookkeeping business but didn’t know where to start. This program gave me the structure, tools, and confidence to launch my business. The hands-on training in QuickBooks and tax preparation was a game-changer. I left with real skills and clients ready to serve.”

John O’Neal

“Taking the Service Bureau Mastery course changed my entire outlook. I learned how to expand from just doing tax returns into building a business that supports other preparers. Now I’m generating additional income through software sales and training. This course paid for itself within the first season.”

Shannon Robinson

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