Start YOUR OWN Tax Business
With this course, you’re not just learning how to file taxes — you’re stepping into a fully equipped tax business. Upon completion, you’ll receive your Preparer Tax Identification Number (PTIN) and gain access to professional tax software. This will allow you to:
- Prepare and file taxes for clients
- Set your own fees
- Offer bank products so clients can pay your fee directly from their refund
- Provide tax advance loans up to $7,000
This is more than a course — it’s a launchpad for your career as a tax professional and business owner.
Meet Your Mentor
Hi, I’m Jennifer Rose Drake — wife, mother, and proud member of the Spartanburg community. I’m also the founder of J. Rose Financial Services, built from the ground up with grit, faith, and a vision for something greater.
My journey into the world of tax preparation began in 2018. I was pregnant with my daughter and had no experience, but I took a chance on myself and started working at Liberty Tax Service. I didn’t just learn — I grew. Over seven years, I advanced from a brand-new preparer to office manager, gaining not just skills but confidence and clarity in my purpose.
In 2024, I took the leap and launched my own business. That decision changed everything: I tripled my income, created time freedom for my family, and opened the doors to my very own office space. Learning how to prepare taxes didn’t just give me a job — it gave me options, ownership, and a new life.
Why I’m Teaching This Course
I created this course because I believe in passing the torch. I know what it’s like to feel stuck or unsure of your next step. I also know the power of having the right knowledge and support.
This self-paced course is more than just tax prep training — it’s a roadmap to becoming your own boss. You’ll learn how to file taxes properly, understand key tax laws, and market yourself as a credible, profitable tax professional. And you won’t be doing it alone — I’ll be here as your mentor every step of the way.
If you're ready to stop just getting by, if you want to add a new stream of income, or if you're simply looking to learn a high-value skill that can transform your life — this course is for you.
Let’s build your future together.