BUILD MORE THAN A BUSINESS.
BUILD A LEGACY.
Whether you’re looking to start your first tax preparation business or grow an existing one into a thriving, profitable company, the OSS Tax Training Experience gives you the blueprint, training, and support to make it happen.
This isn’t just another tax course.
This is a complete business development program designed to teach you how to confidently prepare tax returns, attract clients, operate professionally, and build a business that creates long-term income.
Created by Lakisha Joyner, Founder & CEO of OSS Tax Experience, this comprehensive training combines real-world tax knowledge with proven business strategies to help you succeed in one of the most rewarding industries available today.
Our goal is not just to prepare taxes—we prepare entrepreneurs for success.
WHO THIS PROGRAM IS FOR
The OSS Tax Training Experience was created for:
🌟Individuals looking to start their own tax preparation business
🌟New tax preparers who want step-by-step guidance
🌟Business owners looking to add tax preparation as an additional revenue stream
🌟Anyone who wants professional training while learning how to build a legitimate business
🌟Existing tax professionals ready to increase their income
🌟Entrepreneurs seeking a seasonal business with year-round opportunities
WHAT YOU'LL LEARN
Inside the OSS Tax Training Experience, you’ll receive comprehensive training covering every stage of building and operating a successful tax preparation business.
- Tax Education - What is Circular 230?
- Filing Status and IRS Required Documentation
- Overview of the Tax System
- Taxpayer Information and Filing Status
- Taxpayer Information and Filing
- Standard Deduction vs. Itemized Deductions
- 2026 Tax Brackets & Standard Deductions
- Tax Software and Technology (2026 Guide)
- Ethics and Professional Standards
- Practice Scenarios and Case Studies
- Tax Deductions Made Simple
- Record Keeping and How to Prepare
- IRS Required Documentation for Income
- IRS Required Documentation
- Making Quarterly Estimated Tax Payments
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- Additional Child Tax Credit (ACTC)
- Household Employee Wages
- IRS Payment Plans (Installment Agreements)
- Tax Exemptions: A Simple Guide
- Tax Deductions: A Detailed Guide With Examples
- Tax Filing Deadline
- Tax Extensions: What You Need to Know
- Itemized Deductions: What You Need to Know
- Capital Gains
- Ordinary Gains
- Alternative Minimum Tax (AMT)
- Deadline Filing Penalties: What You Should Know
- Understanding FICA: What You Need to Know
- Roth IRA
- Understanding Traditional IRAs
- Understanding Tax Evasion
- Understanding Tax Avoidance
- How to Report Rental Property Income
- Educator Expense Deduction
- Estimate Tax Payments: What You Need to Know
- IRS Form 1040 — Detailed Explanation with Example
- IRS Form 1040X — Detailed Explanation With Example
- IRS Forms W-2 and W-4
- What is a W-2G Form?
- IRS Form W-2PR — Puerto Rico Wage
- IRS Form 1040-ES
- IRS Form 2441 — Child and Dependent Care Credit
- What is a 2106 Employee Business Expense Form?
- What is a Schedule A Form?
- What is a Schedule B Form?
- Schedule C: Profit or Loss From Business
- Schedule D: Capital Gains and Losses
- Schedule E (Form 1040)
- Schedule F: Farming Income and Expenses
- Schedule H (Form 990):Community Benefit Reporting
- Schedule K and Schedule K-1: Partnership Income
- What is Form 8862?
- What is Form 8863?
- Form 8812: Additional Child Tax Credit (ACTC)
- Form 8879 – IRS e-file Signature Authorization
- Form 8867 – Paid Preparer’s Due Diligence
- Form 8949–Sales and Other Dispositions of Capital
- Earned Income Credit (EIC) IRS Checklist
- Understanding IRS Form 1095-A
- What is Form 1098-E?
- Form 1098-T: Tuition Statement
- Form 1098 – Mortgage Interest Statement
- Form 1099-C: Cancellation of Debt (COD)
- Form 1099-SSA (Social Security Benefit Statement)
- Form 1099-INT: Interest Income Explained
- Form 1099-G: Government Payments Explained
- Understanding Form 1099-NEC
- Understanding Form 1099-MISC
- Form 1099-DIV: Dividends and Distributions
- Form 1099-K: Payment Card
- Form 4852: Substitute for Missing W-2 or 1099-R
- Form 4868: Application for Automatic Extension
- Form 5405: First-Time Homebuyer Credit
- Form 5695 – Residential Energy Credits (Form 1040)
- Form 9465 – Installment Agreement Request
- What Is Form 941?
- State Income Tax vs. Federal Income Tax
- Introduction to Self-Employment Taxation
- Self-Employment Tax Basics
- Self-Employment Income
- Filing Requirements
- Self-Employed Individuals: Tax Tips and Strategies
- Common Tax Issues for Self-Employed Individuals
- Self-Employment Reconstruction
- Self-Employment Reconstruction
- Self-Employment Without Documentation
- Tax Law Changes and Emerging Trends
- Self-Employment Required Documentation
- Self-Employment Business Mileage
- 2026 Tax Deduction Cheat Sheet
- Case Studies and Practical Examples
- Key Takeaways on Self-Employment Tax
- Introduction to Depreciation
- Methods of Depreciation (Made Easy)
- Depreciable Basis and Useful Life (Made Easy)
- Depreciation Explained (Simple but Detailed)
- Understanding Depreciation Recapture
- Bonus Depreciation and Section 179 Deduction
- MACRS Depreciation Tables Made Easy
- Depreciation for Real Estate
- Depreciation Strategies and Planning
- Reporting Depreciation on Tax Returns
- Why You Need SOPs
- Why Looking Professional Online Matters
- How to Build Strong Systems and Processes
- How to Communicate Tax Preparation Fees to Clients
- How to Build Strong Long-Term Client Relationships
- Why You Need an Online Tax Process Checklist
- Why Creating an Online Process
- After the Client Interview
- Why Collecting Client Data Forms Is Important
- Why This Is Important
- Creating an effective 7-Step Office Success System
- The Purpose of a Compliance Folder
- Why This is Important
- Understanding Different Tax Marketing Seasons
- How to Become a Successful Tax Professional
- How to Create Target Audience for Tax Business
- Effective Marketing Strategies for Business Gr.
- How to Effectively Market Your Tax Business
- How to Market Your Tax Business Using Flyers
- How to Set Appointments Offline
- How to Market Your Tax Business on Social Media
- What Message Do You Want to Send to Your Audience
- Why Social Media Marketing Matters
- How to Introduce Your Tax Business to Family and Friends
- How to Brand Yourself on Social Media
- What Should I Post on social media?
- What Is an Effective Social Media Posting Schedule
- How to Effectively Introduce Yourself to Clients
- Social Media to Help You Become More Efficient
- How to run ads on Facebook and Instagram
- How to Gain Clients Through “Shout Out” Ads
- How to Gain Clients Through “Tap Rooting”
- Helpful Tips for Growing Your Business
- How to Market Your Business in a Facebook Group
MEET LAKISHA JOYNER
- Founder & CEO, OSS Tax Experience
Lakisha Joyner is the Founder and Chief Executive Officer of OSS Tax Experience, a nationwide tax business development organization dedicated to helping aspiring and experienced tax professionals build successful, profitable, and sustainable businesses.
Through her leadership, she has helped individuals across the country launch, grow, and scale their tax businesses by providing professional training, PTIN and EFIN registration support, tax software solutions, marketing resources, business development strategies, and ongoing mentorship.
Lakisha believes that true success comes through knowledge, consistency, integrity, and execution; and this training program was built to help you achieve that.
