Filing Season Readiness

Mitchell’s Tax Academy

This Training & Compliance Portal contains all required education, compliance instruction, and onboarding materials for tax preparers working under Mitchell’s Tax & Financial Solutions.

Completion of assigned training modules is mandatory before preparing, reviewing, or assisting with any client tax returns. This training ensures all preparers operate in compliance with IRS regulations, firm policies, and professional standards.

Training is required at the start of each tax season and is updated annually. The portal reflects current federal tax law changes, internal office procedures, due diligence requirements, and client communication standards. All preparers are expected to review updated materials prior to the start of the filing season.

To remain in good standing, all preparers must:

• Complete all assigned training videos in full

• Review all compliance and procedural materials

• Successfully complete required end-of-training assessments

• Receive internal approval before handling client files

This training program is designed to be self-paced and delivered through virtual video and audio instruction. The estimated total training time is approximately 120 hours, depending on prior experience and familiarity with tax preparation concepts.

Failure to complete required training may result in restricted system access or removal from client preparation duties.

📌 Important Notice

This portal is for internal training purposes only. Training materials may not be shared, reproduced, or distributed outside of the organization.

All training activity, acknowledgments, and completion status are tracked for compliance and audit purposes.