Training
Tax Training That Goes Beyond Preparing Returns
Build your tax knowledge, strengthen your office operations, and give your team access to practical education created for real tax businesses.
Continuing Education
IRS-approved or industry-specific continuing education opportunities.
Includes
- Course catalog
- CE hours
- Delivery method
- Completion requirements
- Certificates
- Upcoming live classes
Tax Pro SOS
Open Zoom office hours where tax professionals can ask questions about tax preparation, office operations, and tax-related business challenges.
Includes
- Membership details
- Session schedule
- Who it is for
- What types of questions can be asked
- Membership price
- Access instructions
On-Demand Training Library
A growing library of recorded content available anytime, at your own pace.
Includes
- Recorded webinars
- Mini-courses
- Workshop replays
Need Training for Your Entire Office?
- Group Enrollment
- Team Training
- Private Workshops
- Customized Education
FAQ
Training Frequently Asked Questions
We offer both. Continuing Education and select trainings include upcoming live classes, while our On-Demand Training Library gives you recorded webinars, mini-courses, and workshop replays you can access anytime.
Yes. Our training is built for tax professionals at every level, from those just starting out to experienced preparers looking to sharpen specific skills or grow their office.
Yes. Our Continuing Education courses are IRS-approved or industry-specific, and include CE hours and completion certificates where applicable.
Yes. We offer group enrollment and team training options for offices that want to train their whole team at once — see Training for Teams above for details.
Access length depends on the specific course, membership, or training package you purchase. Details are provided on each individual product page before checkout.
Applicable Continuing Education courses include a completion certificate. Not all trainings are certificate-eligible — check the individual course details.
Please review our Refund Policy for full details on training and course refund eligibility.
Yes. Service bureaus can purchase group or team training for their ERO network. Reach out to our team to discuss bulk enrollment and pricing.
Moneybag Tax Solutions provides tax software, training, digital products, white label resources, automation, and service bureau solutions for tax professionals.