Know the tax work
Start with the 1040 workflow, client intake, documentation, due diligence, and the questions that help you prepare with care.
- Preparation flow
- Intake and due diligence
- Common client scenarios
LEARN THE TAX WORK.
BUILD THE BUSINESS BEHIND IT.
Three focused days for new and experienced tax professionals. Learn preparation, client growth, and the systems behind a stronger tax business. Choose General Admission or VIP.
Day 1: The tax work • Day 2: The client engine • Day 3: The operation

Watch the introduction and see how BNB helps you learn the work, serve clients, and build toward your next level.
See what each training day covers, then choose your ticket.
Explore the 3 days ↗Each day builds on the last. Learn the tax process, create a better client experience, and map the operation you want to run.
Start with the 1040 workflow, client intake, documentation, due diligence, and the questions that help you prepare with care.
Turn tax knowledge into a professional client process. Cover conversations, follow-up, marketing, referrals, and software workflow.
Look at team structure, review systems, PTIN and EFIN roles, and what it takes to grow toward operating as an ERO.

“I built BNB to give tax professionals the guidance, structure, and community I wish I had when I started. Bring your ambition. Be ready to learn and put it to work.”
Both tickets include all three training days and entry to the BNB Tax Pro community. Pick the level of access that fits your next move.
For new and experienced tax professionals who want practical training and a community to keep learning with.
Everything in General Admission, plus Tier 1 or Tier 2 software access for the three-day bootcamp.
Ticket purchase covers the three-day training. VIP software access applies during the bootcamp. Any continuing software or partner arrangement is separate and subject to its own terms. Training dates and access instructions will be provided after checkout.
All three training days and entry to the BNB Tax Pro community.
VIP includes everything in General Admission, plus Tier 1 or Tier 2 software access for the three-day bootcamp. The software path is confirmed during onboarding based on your experience and eligibility.
No. The training is designed for people entering the tax industry and for working tax professionals who want to grow.
Training dates and access details will be provided after ticket checkout.
No. The VIP ticket includes software access during the three-day bootcamp. Continuing software or partner arrangements require separate terms.
Choose General Admission for the training and community, or VIP for the training, community, and bootcamp software access.