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MITCHELL'S TAX ACADEMY
MITCHELL'S TAX ACADEMY
2026 Filing Season Training Program
2026 Filing Season Training Program
This training program provides structured, professional instruction for individuals preparing to assist with tax preparation during the 2026 filing season. All content is aligned with current IRS requirements, due diligence standards, and internal office procedures.
Completion of this training is required before any individual may prepare, review, or assist with client tax returns.
TRAINING FORMAT
TRAINING FORMAT
This is a self-paced virtual training program delivered through recorded video and audio instruction. Lessons are designed to simulate real client scenarios, common filing issues, and compliance requirements encountered during live tax preparation.
Participants may complete training at their own pace; however, all assigned content must be reviewed in full.
Estimated total training time is approximately 120 hours, depending on experience level and pace of completion.
RECOMMENDED LEARNING SETUP
RECOMMENDED LEARNING SETUP
To successfully complete this training, participants should prepare a professional learning environment. The following items are strongly recommended:
Pen and notebook for handwritten notes
Calculator (physical or digital)
Reliable internet connection
Quiet, distraction-free workspace
Access to your email
Handwritten note-taking is encouraged, as this training mirrors real-world tax preparation workflows and terminology.
COURSE CONTENT OVERVIEW
COURSE CONTENT OVERVIEW
This program covers core filing season topics, including but not limited to:
Filing status and dependency rules
Income types and reporting requirements
Deductions and credits
Self-employed and Schedule C reporting
Marketplace health coverage and reconciliation
Due diligence and compliance standards
Amendments and corrections
Client interview procedures
Office workflow and documentation requirements
All content is updated for the 2026 tax filing season and reflects current IRS guidance.
COMPLETION REQUIREMENTS
COMPLETION REQUIREMENTS
To successfully complete Mitchell's Tax Academy, participants must:
Watch all assigned training videos in full
Complete the final comprehensive assessment
Achieve a minimum score of 80% on the final exam
Submit any required acknowledgments
There are no quizzes attached to individual lessons. One final assessment is administered at the conclusion of the full training program.
SOFTWARE ACCESS NOTICE
SOFTWARE ACCESS NOTICE
After successful completion of training and passing the final assessment with a score of 80% or higher, participants will be directed to Maxx Mitchell Software Login for system-specific training.
Access to tax software is granted only after academic completion and management approval.
IMPORTANT COMPLIANCE NOTICE
IMPORTANT COMPLIANCE NOTICE
Completion of this training does not automatically authorize client work. Written approval must be granted prior to preparing, reviewing, or filing live tax returns.
Failure to complete training or adhere to compliance standards may result in restricted access to client-facing responsibilities.
When you are ready, proceed to the first lesson using the navigation panel to begin your 2026 filing season training.
When you are ready, proceed to the first lesson using the navigation panel to begin your 2026 filing season training.
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