Tax Prep Training Case File Bundle

Sharpen your tax preparation skills with our 10-Scenario Training Bundle designed to feel just like real client files.

This bundle is perfect for:
✅ Tax preparers-in-training
✅ Mentors & instructors who want to practice scenarios with their students
✅ Experienced pros looking for real-world refreshers
✅ Office team training to standardize accuracy and compliance

Included Scenarios:

1. The Young Professional (Teacher with student loans)

2. Newlyweds Starting Out (Dual W-2, 1099-NEC, tuition credit)

3. Divorced Parent (alternating dependent claim)

4. The Widow (Qualifying Widow(er) with children & SSA benefits)

5. Self-Employed Barber (1099-NEC + cash income, EITC)

6. Survivor with Pension (1099-R & SSA-1099 mix)

7. College Student (W-2 + 1098-T, dependent filing)

8. Single with Roommate (dependency trap)

9. The Truck Driver (W-2 + 1099-NEC, MFS filing)

10. Gig Economy Worker (Uber/Lyft/Instacart + dependent)