Shoebox Tax School
Empower Yourself with Knowledge and Expertise
We offer comprehensive programs designed to equip you with the skills and knowledge needed to navigate the complexities of tax preparation and consulting. Whether you’re looking to start a new career, enhance your current skills, or simply gain a better understanding of the tax system, our courses are tailored to meet your needs. Our experienced instructors provide hands-on training and real-world scenarios to ensure you gain practical experience and confidence.
Your Future as a Tax Professional Begins Now
ShoeBox Tax School offers two comprehensive programs designed to equip you with the skills and knowledge needed to navigate the complexities of tax preparation and tax consulting. Classes are taught in the hybrid style. Students may select to complete the course online (live only; pre-recorded sessions will not be offered), live at our office (see address below), or a combination of both to fit their schedule.
Basic Tax Preparation
The ShoeBox Tax School Basic Tax Preparation course is designed for those looking to become skilled tax preparers or improve their current tax preparation abilities. To sit for the Oregon Tax Board (OTB) Tax Preparer’s exam, a course with 80 hours of class time must be completed. Our 16 week course is customized by our instructor to best prepare all students to sit for the exam.
This curriculum includes:
- Tax Preparation Basics: Learn the essentials of preparing accurate and compliant tax returns.
- Deductions and Credits: Understand the various deductions and credits available to taxpayers.
- Real-World Scenarios: Practice with real-world tax situations to build practical experience.
At the completion of the course, students will have the knowledge and skills necessary to prepare taxes confidently and accurately. You will receive a certificate that will enable you to sit for the state-administered examination when you are ready.
Tax Consultant Review
The ShoeBox Tax School Tax Consultant Review course is designed to prepare those who aspire to become professional tax consultants or enhance their consulting skills. No coursework is required to sit for the Oregon Tax Board (OTB) consultants exam, but most professionals achieve better results when they take a review course. Throughout our 8 week course, students will be expected to present materials in a seminar setting. There is no prerequisite, but it is highly recommended that you be a current tax preparer with at least one year of practical experience. Individuals who have already passed the state consultant’s exam are welcome to attend as a refresher course.
The curriculum includes:
- Advanced Tax Law: Gain a deep understanding of federal and state tax regulations.
- Strategic Tax Planning: Learn how to develop effective tax strategies for individuals and businesses.
- Client Advisory Services: Master the skills needed to provide top-notch advice and support to your clients.
Upon completion, students will be well-equipped to pass the Oregon Tax Board exam and offer professional consulting services to help clients achieve their financial goals.