About us
At Exact Tax Academy, we provide real-world training designed for today’s tax professionals.
Our mission is to bridge the gap between knowledge and practice helping preparers and EROs build compliant, confident, and efficient tax offices.
We focus on what truly matters: ethics, audit readiness, and operational excellence.
Our programs are built by experienced industry professionals who understand what it takes to succeed during tax season and beyond.
Through step-by-step lessons, compliance guidance, and workflow systems, we help our students master both the technical and practical sides of tax preparation.
Whether you’re just starting out or managing multiple offices, Exact Tax Academy equips you with the tools and confidence to operate at a higher level of professionalism, efficiency, and trust.
Why Choose Exact Tax Academy?
Real-World Training
Trusted Support & Guidance
Real-World Training
Learn practical strategies from experienced EROs who understand the daily operations of a tax office.
Hands-On Learning
Trusted Support & Guidance
Real-World Training
Get step-by-step lessons and real examples designed to simplify complex tax concepts.
Trusted Support & Guidance
Trusted Support & Guidance
Trusted Support & Guidance
Access continuous updates, helpful resources, and a network of professionals committed to your success.
Compliance & Ethics Training
Protect your business and reputation with in-depth instruction on best practices, IRS compliance, and EFIN management.
Learn how to apply ethical standards that safeguard your clients and strengthen your credibility as a professional.
Perfect for: New and experienced preparers who want to maintain a trusted, compliant practice.
Tax Return Preparation Excellence
From individual returns to small-business filings, our hands-on modules walk you through every step of tax preparation.
Develop the confidence to manage complex returns, spot errors, and maximize accuracy every time.
Perfect for: Preparers who want to improve efficiency, accuracy, and client satisfaction.
Audit Readiness & Support
Gain the skills to guide clients through IRS or state audits with confidence.
Learn how to organize documentation, communicate professionally, and respond to audit requests like an expert.
Perfect for: EROs and preparers who want to be proactive and protect their clients from compliance risks.
Office Workflow & Systems Training
Learn how to structure your tax office for maximum efficiency — from client intake to final filing.
We teach you how to create repeatable systems that save time, reduce stress, and prepare you for high-volume seasons.
Perfect for: Multi-office operators and professionals ready to scale their tax business.