Then REFUND2INCOME Tax Preparer Training Academy could be exactly what you've been looking for!
TheRefund2Income Course is a bundle of individual courses that total 18 hours of CE including:
10 hours of Federal Tax Law to ensure you’re up-to-date with the latest regulations.
2 hours of Ethics to help you navigate the responsibilities outlined in IRS Circular 230.
The 6-hour Annual Federal Tax Refresher (AFTR) course, required for your AFSP (Annual Filing Season Program) certification.
All courses include instructional teaching videos personally created by me, making it easy to learn at your own pace.
This is a hands-on course, which means you’ll get to complete practice tax returns at the end to prepare you for the upcoming season.
Each return is reviewed by a senior preparer to ensure accuracy before being e-filed.
Enrolled Agent
HB Financial Group Owner
Welcome to Refund2Income, I’m Melissa Griffin, an Enrolled Agent (EA) and an IRS-approved CE provider.
I’ve designed the Refund2Income Course to take you from beginner to pro in tax preparation or refresh the skills of experienced preparers level up their skills.
Whether you’re starting fresh or aiming for your AFSP certification, this course is your path to success.
By joining us, you’ll have the opportunity to earn unlimited commission, with our preparers making anywhere from $2,000 to $25,000 in a single tax season!*
*Individual results may vary based on effort and client base
After completing the Refund2Income course and earning your AFSP certification, you’ll have the opportunity to partner with HB Financial Group and unlock unlimited earning potential.
Work where and when you choose, while earning 40% commission on all preparation fees.
Plus, you’ll have access to:
Client incentives, like 7-day vacations you can offer to your clients.
Office space when available for in-person meetings.
A comprehensive marketing playbook to help you find clients, plus ongoing marketing support and training.
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You’re responsible for bringing in your own clients, but don't worry! I’ll teach you the tools of the trade to build a strong client base and grow your business.
And remember, your returns will always be reviewed by a senior preparer before they’re filed to guarantee accuracy and compliance.
This course is valued at over $4,000 due to the extensive knowledge, hands-on experience, and real-life earning potential you’ll gain.
But you can enroll today for only:
$399 or $333 with code MELISSA10.
How to Earn Your AFSP Certification:
To earn your AFSP certification and unlock exclusive opportunities, you’ll need to:
Have 18 hours of CE, Including 10 hours of tax law, 2 hours of Ethic and Complete the 6- hour AFTR course, which includes a 100-question final exam.
You’ll have 3 attempts and 3 hours to pass with a 70%.
*To qualify for the AFSP certification, you must have a valid PTIN (Preparer Tax Identification Number) and sign IRS Circular 230, which governs the ethical standards for tax professionals.
Must complete all requirements by December 31, 2024.
This course is your ticket to a successful career in tax preparation, offering not only the opportunity to get certified but also the potential to earn unlimited commission while maintaining the flexibility to work on your own terms.
Don’t miss out on this chance to grow your skills and income.
Enroll now and start your journey to becoming a professional tax preparer!
*Enrolled Agents may voluntarily take the AFTR course, but will not earn CE from this course.
Completing this course will earn you IRS Continuing Education credits and help you qualify for the
AFSP Record of Completion.
With this certification, you will enjoy the following benefits:
Limited representation rights before the IRS for clients whose returns you prepared.
Listing in the IRS Directory of Federal Tax Return Preparers, which boosts your credibility and visibility to clients.
Tax preparers aiming to complete their AFSP certification
Individuals new to tax preparation seeking a comprehensive introduction to federal tax laws
Experienced tax preparers needing a refresher on recent tax law changes and ethical responsibilities
If you are at least 18 years old and live in the United States, You are able to enroll in Refund2Income Tax Preparer Training! The course is completed online on your time with weekly support sessions (these will be recorded for you also!)
Refund2Income is a 12 week online course that is designed to be flexible with your schedule. The goal is to complete two lessons weekly and attend live/watch recorded our weekly Q+A sessions. The online course is NOT just text for you to read through but pre-recorded videos where i am teaching you the material for that lesson. Each lesson takes roughly 2 hours and will have a corresponding final at the end. The student will be required to pass each course final with at least 70% to be partnered with HB Financial Group. There is a facebook support group, chat and email.
You can earn UNLIMITED commission as a preparer with HB Financial Group. Most first year preparers make between $2k-10k their first year and are earning $10-$20k by their second year partnering with us. This is all in a FOUR month time frame!! You will earn 40% of prep fees collected!! Almost all returns will bring you over $100 each. Do the math! You file 2 returns per day for 5 days a week for just 10 weeks= $10,000!!
As with any investment into your future, there is a nominal fee. Our fee is minimal for the income you can make and the knowledge you are attaining. The knowledge you will take away from this course can never be taken from you. Once you have been taught the skills from this course, you are able to use those skills to make income for not one year, but as many years as you choose to partner with us. We put a lot of time and effort into this course and work every year to improve it even more. From our experience, if you aren't willing to invest in yourself, you wouldn't be a good match for our program. Refund2Income is valued at over $4000 however your enrollment fee is only $399 (We are flexible with payment plans, shoot me an email if needed. Admin@workwithhb.com)
You will need to provide your own laptop/computer (preferably with a number keypad on the side), SECURE internet access and virus protection for your equipment. I will provide your professional tax software, all systems needed to accept remote and in person clients, client incentives. If you are a local preparer, you will also be able to reserve time at the office to take in person clients there. All client info will need to be kept in a LOCKED area/box at all times. All Preparers will sign HB Financial Group's Written Information Security Plan (WISP) before gaining access to software or client forms.
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