Get the ERO Quick Start Checklist
Compliance-first setup steps for new and growing preparers.
Complete the form below and we’ll email your PDF checklist to you.
We respect your inbox, your information is used to send your checklist and related support resources.
Compliance-first training and tools for preparers building a legitimate, scalable tax practice.
K&A Tax Academy
Choose your path: ERO Packages or Service Bureau Packages
For aspiring and active preparers. Need tax filing help instead? Choose “Tax Prep Services.”
Whether you want to start filing, scale a team, or get your personal taxes handled, start here.
Start Filing (ERO)
Scale Your Team (Service Bureau)
Need Filing Support?
Get the ERO Quick Start Checklist and explore compliance-first setup support to begin filing professionally.
For preparers ready to build a supported team with systems, onboarding, and compliance-first operations.
Accurate, compliance-first filing for W‑2 and 1099 clients. Availability is limited during peak season.
Whether you’re brand new or ready to sharpen your skills, K&A Tax Academy helps you build a compliance-first foundation and real-world workflow. No prior experience required. Classes are coming soon, join the waitlist to be first to know when enrollment opens.
Is This For You?
Career Changers
Ready for a new path? Tax preparation is a high-demand skill. Learn a compliance-first foundation, practical workflows, and how to serve clients professionally.
Not for you if: you’re not willing to follow compliance requirements or complete the setup steps. This program is for serious preparers building a legitimate practice.
Results vary based on effort, experience, and market demand.
Side Hustlers
Want a flexible skill you can build over time? Learn how to prepare returns, follow a repeatable process, and grow a client base with confidence—season after season.
Business Owners
Prefer to understand your numbers instead of guessing? Learn how tax basics work for small businesses, what to track, and how to make informed decisions year-round.
Aspiring Tax Pros
Ready to take it seriously? Learn the steps to get set up, apply for your EFIN, and build a compliant tax practice with systems that scale.
Inside the Academy
✓
✓
How to prepare individual and small business tax returns (compliance-first)
✓
Understanding common tax forms (W‑2, 1099, Schedule C, and more)
✓
Deductions & credits: eligibility, documentation, and accurate reporting
✓
IRS compliance basics, due diligence, and filing requirements
How to apply for your EFIN and set up as an ERO (step-by-step guidance)
✓
✓
Client intake workflows: documents, checklists, and engagement best practices
✓
Real-world practice with hands-on return preparation (guided)
✓
Data security, document storage, and client recordkeeping best practices
How to build a professional tax practice: policies, pricing, and client communication
✓
Team-building basics: onboarding and training processes (for those scaling)
What's Included With Enrollment
Software access is included with all packages. ERO package seats are limited and may sell out. Service Bureau includes branded software.
Step-by-Step Training
A structured, compliance-first tax preparation training led by an accounting professional with real-world experience. Lessons focus on practical workflows, documentation, and accuracy.
Tax Software Access
ERO packages include limited seats. Service Bureau packages include your own branded software.
Materials and resources may vary by package. Enrollment does not guarantee EFIN approval or income outcomes.
EFIN Ebook
Receive our “How to Apply for Your EFIN” ebook with enrollment. It walks you through the application process, required documentation, and common setup steps for new EROs.
Team Building Guide
Receive our “W‑2s to Refund” designed to help you recruit, onboard, and train preparers as your business grows—without sacrificing compliance.
Why Learn With Us?
K&A Tax Academy isn't just another online course. It's a hands-on training experience built by someone who's done the work. Our founder Mierra holds a Bachelor of Science in Accounting, VITA Advanced certification, QuickBooks Bookkeeping certification, and is a commissioned Notary Public. She built K&A Strategy & Advisory Group from the ground up and now she's teaching others how to do the same.
Degreed Accountant
Self-Paced Learning
VITA Certified
100% online — enroll from any state
%20(2).jpg)
ERO Packages (Limited Seats)
Compliance-first training for solo preparers and small office teams.
ERO Starter
Solo Preparer
Early Bird: $247
Regular: $497
ERO Pro
Growing Team — up to 3
Early Bird: $597
Regular: $997
ERO Team Builder
Established Office — up to 5
Early Bird: $997
Regular: $1,497
Service Bureau Packages (Branded Software + Systems)
SB Starter
Launch Your SB
Early Bird: $1,197
Regular: $1,497
SB Pro
Build + Systemize
Early Bird: $1,997
Regular: $2,497
SB Elite ⏸ ON HOLD
PAUSED
Done-With-You — $3,997
Investment
Pricing and enrollment details will be announced soon. Waitlist members will receive early access and exclusive founding member pricing before the public launch. This is your chance to get in at the lowest rate we'll ever offer.
Frequently Asked Questions
Do I need any experience to enroll?
None at all. K&A Tax Academy is designed for complete beginners. We start from the basics and build your skills step by step.
Will I be able to prepare taxes for clients after completing the course?
Yes. You'll learn how to prepare individual and business returns, apply for your EFIN, and start taking clients on your own.
Do I get access to tax software?
Yes. Enrollment includes access to K&A Pro Tax Software powered by TaxSlayer. You can process returns in all 50 states from your computer or phone.
Can I do this from home?
Absolutely. Everything is designed so you can learn and work from anywhere.
When does the academy launch?
We're finalizing the curriculum now. Join the waitlist and you'll be the first to know when enrollment opens.
Will there be support after I finish the course?
Yes. We don't disappear after graduation. You'll have continued access to support as you build your business.