Training Schedule
To Be Announced (TBA)
Rutledge Tax & Business Solutions
2027 Tax Preparer Training — Coming Soon!
Our next training opportunities, enrollment information, and class schedules will be announced soon.
Our expertise
Prepare for Your Next Chapter
Enrollment Dates
Coming Soon
Class Times
To Be Announced
Our expertise
What Training May Cover
Tax Preparation Fundamentals
Form 1040 overview, filing requirements, professional responsibilities.
Filing Status & Dependents
Household circumstances, dependency rules, and supporting documentation.
Income, Deductions & Credits
Wages, other income, adjustments, deductions, and eligibility review.
IRS Due Diligence
Verification, documentation, compliance, and preparer obligations.
Software Navigation
Tax preparation workflows, client records, and secure document practices.
Practical Preparation
Case exercises, return review, confidentiality, and client communication.
Professional Development
Mentorship, office operations, marketing fundamentals, and ethical conduct.
Answers & guidance
Frequently Asked Questions
Are PTIN applications open while training dates are pending?
Recruitment inquiries and application options remain available independently of the training schedule.
Do I need a PTIN?
Paid federal tax return preparers generally need a valid IRS PTIN, subject to applicable requirements.
When does 2027 training begin?
Training schedule, enrollment dates, and class times will be announced when confirmed.
Does applying guarantee a position?
Applications are reviewed through the interview and onboarding process.
How do I get started?
Choose the relevant service and contact our team. We will explain eligibility, required documents, and the next step before work begins.
Can I send sensitive documents by email?
Use the secure document submission method provided by our office for Social Security numbers, identification, and financial records.
Are consultations free?
Consultation availability and any applicable charges are disclosed before booking.
Do you provide services remotely?
Remote availability varies by service and applicable rules. Contact us to confirm the appropriate service method.