Preparing Individual Income Tax Returns — Serenity Financial Success Academy

Learn how to work through an individual tax return, from the first client interview to the final review. Serenity Financial Success Academy teaches the process in plain language using fictional practice cases. Across eight self-paced modules, you’ll organize source documents, trace income and payments through Form 1040, and identify the facts you need to evaluate deductions and credits. You’ll also practice with Schedule C, residential rental income, and issued Schedule K-1s, with guidance on when to seek experienced review. Download the student workbook, compare your reasoning with the lesson debriefs, and build a review-ready practice file in the capstone. Designed for beginners. No prior tax-preparation experience is required. Plan on one module per week. November 30, 2026 is the recommended start for the first group, and you can begin as soon as you enroll. We’ll post updates in Start Here as the IRS releases final 2026 forms and instructions. For real returns, use the final IRS materials for the applicable tax year.