JPL Dream Academy

Tax Preparation
Training

From basics to advanced tax planning — practical, hands-on training that prepares you for real client work and professional certification.

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In-Person & Online

Flexible delivery options

6 Structured Modules

From basics to advanced

Certificate of Completion

Industry recognized

Expert Instructors

Licensed professionals

95% Satisfaction

Student reviewed

Self-Paced Tax Courses

Choose the Package That Fits Your Goals

Six structured packages — from individual tax prep basics to advanced business taxation. Every package includes access to Surgent Income Tax School, with optional and included coaching sessions for hands-on guidance from a licensed professional.

Starter

Basic Tax Preparation

$349

Self-paced · Surgent Income Tax School

The complete foundation for individual tax preparation. Self-paced access to Surgent's full curriculum — study on your schedule and build real, career-ready skills.

Full Surgent Income Tax School access

Self-paced online learning

Individual tax return preparation

Certificate upon completion

Add coaching sessions (optional)

Enroll Now

Most Popular

Professional

Pro Package

$549

Surgent course + 4 coaching sessions

Everything in Basic, plus 4 personal coaching sessions with a licensed instructor. Guided support to answer questions and keep you on track throughout your training.

Full Surgent Income Tax School access

4 personal coaching sessions included

Direct access to licensed instructor

Certificate upon completion

Enroll Now

Advanced

Elite Package

$949

Complete personal tax + schedules + 5 sessions

The most comprehensive personal tax package. Covers Sch C, Sch A, Sch E, and Sch D — plus assignments, personal coach review, and 5 coaching sessions for deep support.

Complete personal tax preparation

Sch C · Sch A · Sch E · Sch D

Assignments + personal coach review

5 personal coaching sessions

Enroll Now

For Business Owners

Business

Business Starter

$1,000

Business taxation fundamentals + 5 coaching sessions

Built for those entering the world of business taxation. Learn the fundamentals of C Corporations, S Corporations, and Partnerships — with 5 coaching sessions to guide you through the material.

C Corporation fundamentals

S Corporation taxation

Partnership structures

5 personal coaching sessions

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Advanced Business

Business Elite

$2,500

Advanced business taxation + 5 coaching sessions

Advanced business taxation for professionals serious about mastering complex structures and serving business clients. Deep curriculum backed by 5 intensive coaching sessions.

Advanced business taxation strategies

Complex business entity structures

Professional-grade client tax work

5 personal coaching sessions

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Ultimate · Personal + Business

All Inclusive Program

The complete personal and business tax mastery package — custom-built around your exact needs and goals. Covers everything from individual returns to advanced business structures, with personalized coaching throughout.

Everything in Personal + Business packages

Coaching sessions tailored to your pace

Curriculum structured around your goals

Priority access to your instructor

Custom Pricing

Based on your specific needs

Get a Custom Quote

Premium Add-On — Enhance Your Learning

Want Personal Guidance
From a Licensed Expert?

Add private 1-on-1 coaching sessions with Jean — JPL's lead instructor — and get personalized, in-person guidance tailored exactly to your learning journey.

Jean R. Mervilus

Lead Instructor · Licensed Tax Professional · JPL Dream Academy

1-on-1 with Jean directly

Personalized to your goals

Scheduled at your convenience

Save 50% when you book 3+

Choose Your Option

Best Value — Save 50%

Bundle — 3 or More Sessions

$50_/session

Was $100/session · You save $50 per session

Book 3 or more sessions and cut the price in half. The most effective way to get structured, ongoing support through your entire learning journey.

3+ in-person sessions with Jean

$50/session — half the single price

Pre-paid upfront · No makeup classes

3 sessions: $150

5 sessions: $250

10 sessions: $500

Single Session

$100_/session

One focused session with Jean. Ideal for working through a confusing concept, tackling a specific topic, or getting exam-day preparation.

1 × in-person coaching session

Personalized to your questions

Pre-paid · No makeup classes

Total: $100

Please note: All coaching sessions are pre-paid. Missed sessions are non-refundable and will not be rescheduled. Book when you're fully ready to commit to your session.

Who Is This Course For

Is This the Right Fit for You?

We designed this program for people who are serious about building a real career in tax services — not just learning theory.

This course IS for you if...

You're a beginner looking to enter tax preparation professionally

You're switching careers and want structured, real-world training

You prefer step-by-step guidance from licensed professionals

You're a business owner looking to add tax services to your offerings

This course is NOT for you if...

You're looking for shortcuts or overnight results

You're an advanced professional seeking highly specialized niche training

You're unwilling to practice and apply what you learn through exercises

Learning Outcomes

What You'll Be Able to Do After This Course

Practical, career-ready skills you can apply from day one — not just theory.

Prepare individual tax returns accurately using real-world workflows

Understand core business tax concepts and compliance requirements

Navigate common tax scenarios with confidence and precision

Apply practical workflows used in actual client situations

Build a strong foundation for further certification or private practice

Use professional tax software tools effectively and efficiently

Course Curriculum

A structured path from foundational principles to real-world application — built for both in-person and online learners.

Introduction to Taxpayer Data & Filing Obligations

Understanding Income Types & Taxability

Deductions & Adjustments to Income

Tax Credits & Tax Benefits

Tax Compliance: Withholding, Estimated & Self-Employment Tax

Choosing and Using Tax Software Effectively

How It's Delivered

Learn Your Way — In Person or Online

We meet you where you are. Whether you prefer the energy of a live classroom or the flexibility of online learning, JPL has you covered.

In-Person Classes

Join live instructor-led classes at our Palm Springs, FL location. Get real-time answers, hands-on practice with actual tax forms, and the energy of learning alongside peers.

Live, hands-on learning

Online Learning

Access your full course library anytime through our secure student portal. Video lessons, downloadable materials, and structured modules — all on your schedule.

Learn anywhere, anytime

Instructor-Led Guidance

Whether in class or online, every lesson is led by a licensed tax professional who explains concepts clearly, answers questions, and guides you through real scenarios step by step.

Expert-led every session

What's Included

Everything You Need to Succeed

Your enrollment includes far more than lessons — it's a complete career-launch toolkit.

Practical, Real-World Training

Every lesson is built around actual tax forms, real client scenarios, and the exact workflows you'll use in professional practice — not just textbook theory.

Structured Learning Paths

Six thoughtfully sequenced modules that build on each other — taking you from foundational knowledge to confident, job-ready competence in a logical, progressive order.

Clear Career-Focused Outcomes

You won't just learn — you'll finish ready to work. Every module is tied to a specific professional skill so you graduate knowing exactly what you can do for clients.

Instructor-Led Guidance

Licensed tax professionals lead every session — in person and online. You get direct access to expert instructors who explain, demonstrate, and answer your questions in real time.

Flexible In-Person & Online Access

Attend live classes at our Palm Springs location or learn through our secure online portal — or combine both. You choose what works best for your schedule and learning style.

Professional Certificate of Completion

Finish the course and earn an industry-recognized certificate — credible proof of your skills for employers, clients, and licensing boards that validates your professional readiness.

Ready to start?

Launch Your Career in
Tax Preparation Today

Join 250+ graduates who have earned their certificates and launched professional careers. In-person and online enrollment is open now.

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