READY TO JOIN THE TAX INDUSTRY

READY TO JOIN THE TAX INDUSTRY

Hey, I’m Dr Shana Adams, founder of Rise Financial Boutique. I’ve been in the tax and financial game for over a decade. I started out doing taxes at my kitchen table and turned it into a full business helping people not only file taxes but understand money, credit, and how to build something that lasts. Now I’m teaching others how to do the same.

This course was designed for people who want real skills that can pay them for life. You’re not just learning how to use software. You’re learning how to actually prepare tax returns by form, understand what goes where, and how to stay in compliance. You’ll get support the whole way through, and by the end, you’ll know how to file returns the right way.

The tax industry is recession-proof. No matter what’s going on in the economy, people have to file taxes every year. That means there’s always a need for trained professionals who know what they’re doing. Whether you want to file your own taxes, help friends and family, start a side hustle, or build a full business, these skills open doors.

You’ll get hands-on training, support, and everything you need to understand taxes from the ground up. If you take it seriously and pass the course, we’ll look at whether you may be a good fit to work with our team. But first, it starts with you showing up, learning, and putting in the work.

I’m excited to help you get started. Let’s go.

If you're not serious or still unsure about your decision, don't even press "Next."
Instead, schedule a call with me. Let's talk it through so you can pick my brain and get the clarity you need.

At Rise Financial Boutique, our goal is to make sure you walk away from this course with the knowledge, confidence, and skill to prepare accurate tax returns and understand the entire process from start to finish. This course is designed to give you structure, support, and a clear path — whether you're doing this for personal growth, a new income stream, or to open doors in the financial world. Below you'll find what you need to succeed, what we expect from you, and a general idea of what we’ll cover week by week.

What You’ll Get
6 to 8-week professional tax prep course starting this September
Access to our full online training portal
Weekly Zoom training and optional in-person support in Houston/Humble
Downloadable resources, walkthroughs, and real-life examples
PTIN setup support so you can legally prepare taxes
Certificate of Completion when you pass with at least 80 percent

What’s Expected from You
Be present and ready to learn
Stick to the course schedule and submit assignments on time
Pass with an 80 percent or higher to earn your certificate
Maintain a professional and respectful attitude
Complete quizzes, discussions, and attendance check-ins
Be open to coaching and ask questions when needed

Materials Needed
Laptop or desktop (tablet is not preferred)
Reliable Wi-Fi or internet connection
Notebook and pens for taking notes
Quiet space for Zoom sessions or recordings
Folder or binder to stay organized with your forms and documents

Course Investment
Early Registration: $397 (August)
Reserve Your Spot: $197 deposit (non-refundable, goes toward full cost)

How to Get Started
Fill out the registration form
Attend your 1-on-1 orientation
Make your payment
Receive access to your student portal and course material

Simple Course Outline
Week 1: Introduction to Taxes and the IRS
Week 2: Filing Status and Understanding Dependents
Week 3: Income Reporting (W-2, 1099, Self-employment)
Week 4: Deductions and Credits
Week 5: Schedule C and Business Income
Week 6: Due Diligence and IRS Compliance
Week 7: Practice Returns and Hands-On Filing
Week 8: Final Review and Certificate Testing
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Skills & Qualifications
What skills or certifications do you possess that make you a strong candidate for the position you're applying for?
Describe your experience with tax preparation, customer service, marketing, or sales (depending on the position applied for):
What tools or software are you proficient in (e.g., QuickBooks, TaxSlayer, Salesforce)?
What do you consider your biggest professional achievement, and why?

Candidate Assessment Test
Describe what you believe to be the three most important qualities required for success in the position you are applying for at Rise Financial Boutique.
What do you know about Rise Business Solutions, and why do you want to work here?
A client informs you they are an independent contractor with multiple sources of income. Describe your process for ensuring all income is reported correctly and completely.
What is the difference between a Schedule C and a Schedule E form? Provide an example of when you would use each.
Describe a time when you dealt with a difficult customer. What was the issue, and how did you resolve it?
A customer is unhappy because their tax return is smaller than they expected. How would you handle this situation?
A client’s tax return has been rejected due to an incorrect Social Security Number. How would you go about resolving this issue?
You receive conflicting information from a client’s documents. What steps would you take to verify the information and ensure the return is accurate?
Write an email response to a client who is asking why their tax refund is taking longer than expected. Include an explanation of potential delays and next steps.
Describe a situation where you had to explain a complex issue to a client or coworker. How did you ensure they understood the information?
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I certify that my answers are true and complete to the best of my knowledge. I authorize Rise Financial Boutique to verify all statements in this application.
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