Tax Pro Academy by J.Rose

Welcome to your first step in becoming a skilled and confident tax professional with J.Rose Financial Services. This online course is designed specifically for our 2025 tax team to master the fundamentals of tax preparation, understand current IRS guidelines, and deliver excellent service to our clients. Through engaging lessons and practical examples, you’ll learn how to: • Navigate the 2025 tax laws and updates • Identify client needs and gather accurate documentation • Confidently complete the most common tax forms • Maximize deductions and credits to benefit clients • Use professional tax software efficiently • Maintain compliance and uphold client confidentiality By the end of this course, you’ll be ready to hit the ground running this tax season—prepared to serve clients with accuracy, professionalism, and confidence. This course is exclusive to J.Rose Financial Services team members and is the foundation for building a successful and profitable tax career with us.

Course•By Jennifer Drake