TruStoya Financial Academy
Private
8 members
Free
Let’s keep it a hundred: this free training is ONLY for the TruStoya Financial team. To join, apply, sign the preparer agreement, and hold a current PTIN. Haven’t signed? Please choose another choice.
The TruStoya Tax Academy takes you from zero to filing ready: nine modules — foundations, intake, evaluation, documentation, due diligence and Form 8867, stop-and-escalate, income types, interviews, and state scope. Preparers keep 70% of every return, paid once the client is funded. Pass for live returns in 2027.
Paid tiers ($30/month): no training included, because there’s no contract. You can view, but we won’t answer questions.
Text READY to 945.259.1700.
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Academy, our preparer training program for Tax Season 2027. Trust Built. Wealth Empowered."