SYNERGY TAX ACADEMY
Learn. Prepare. Grow.
Build a strong foundation for professional tax preparation with Synergy Global Solutions LLC. Our structured 13-module Academy helps new and experienced preparers develop accuracy, sound judgment and confidence in the preparation process.
Ask about enrollment, training availability and next steps.
ABOUT SYNERGY TAX ACADEMY
Synergy Tax Academy is the training and professional-development program of Synergy Global Solutions LLC, a North Carolina business with approximately eight years of tax-preparation experience. Lessons combine core concepts, practical exercises, knowledge checks and completion checklists. Accuracy, confidentiality and professional ethics guide the learning process.
WHO THE TRAINING IS FOR
Beginners exploring tax preparation can build a foundation and learn professional responsibilities. Experienced preparers can refresh core concepts and strengthen client interviews and return reviews. Prospective Synergy contractors can learn the standards expected of preparers interested in working with Synergy.
WHAT YOU WILL LEARN
Follow a structured pathway from orientation and tax fundamentals through practice returns, competency review and reliable preparer resources. Explore the 13 modules below.
Module 01
New Preparer Orientation
Module 02
Tax Preparation Fundamentals
Module 03
W-2 and 1099 Income
Module 04
Schedule C and Self-Employment
Module 05
Filing Status
Module 06
Dependents
Module 07
Tax Credits and Deductions
Module 08
Taxpayer Due Diligence
Module 09
Client Interviews
Module 10
Tax Software Training
Competency Assessment
Preparer Resources
TRAINING, GUIDANCE AND PROFESSIONAL GROWTH
Beginners may receive training and guidance through Synergy Tax Academy. Practice exercises emphasize complete client interviews, accurate records, supportable information, due diligence and confidentiality. Ask Synergy about guidance and mentorship for your experience level; arrangements and availability are confirmed during the inquiry process.
PTIN AND PREPARER RESPONSIBILITIES
Before preparing federal tax returns for compensation, meet applicable IRS requirements, including obtaining and maintaining a valid PTIN for the year you prepare returns. A PTIN is a preparer identification number; it does not itself establish competence or confer a tax credential. Training does not replace applicable IRS or state requirements.
INTERESTED IN JOINING SYNERGY'S TAX TEAM?
Synergy recruits independent-contractor tax preparers for a year-round business. Beginners may apply. The intended split is 70% of eligible fees from completed tax-preparation services to the preparer and 30% to Synergy, subject to the contractor agreement and fee structure. Application, interview and onboarding are separate steps; training does not guarantee selection, clients or income.
Course FAQs
Can beginners apply?
Yes. Beginners may inquire about training and guidance. Synergy will discuss your experience and the appropriate next steps.
What are the fees, dates and enrollment steps?
Contact Synergy for current enrollment details, any applicable fees and training availability. Specific dates, duration and tuition are not announced on this page.
Does completing the Academy guarantee work or a credential?
No. Training does not guarantee employment, an independent-contractor position, income, tax credentials, accreditation or specific results. Contractor selection and required onboarding are separate.
What does the training cover?
The 13-module curriculum covers tax fundamentals, income, Schedule C, filing status, dependents, credits and deductions, due diligence, client interviews, software workflow, practice returns and preparer resources.
Do I need a PTIN to ask about training?
You may ask about training before obtaining a PTIN. A valid PTIN is required before preparing federal returns for compensation, subject to applicable IRS requirements.
How do I get started?
Use Request Training Information to email Synergy. Include your name, experience level and interest in training, the contractor opportunity or both. Do not send SSNs, tax returns or other sensitive taxpayer information with your inquiry.
READY TO TAKE THE NEXT STEP?
Tell us where you are in your tax-preparation journey. Contact Synergy for enrollment details, training availability and the next steps for your experience level.
Training does not guarantee employment, contractor selection, income, tax credentials, accreditation or specific results. Return preparation requires compliance with applicable requirements and work within your demonstrated competence.