Learn the Skill.
Build the Business.
Create the Opportunity.
BRG Firm helps future and current tax professionals move from learning tax law and preparation skills to building real tax businesses and careers. Education is designed to support each stage of the journey—from first return to leading a firm.
Tax Education Pathways
Whether you're just getting started or ready to expand your tax business, BRG offers education and training to match your next step.
From Learning to Certification
BRG's education ecosystem is designed to help you move from learning to real-world readiness: build your knowledge, practice with confidence, and prove your competency.
Step 01: Learn
Explore Tax Training
Build foundational knowledge through structured modules covering filing status, credits, and professional due diligence standards.
Step 02: Apply
Practice Training
Apply theory in realistic scenarios. Work through structured returns to master software navigation and client interviewing skills.
Step 03: Prove
Certification
Demonstrate practical competency and readiness through assessments and performance-based requirements to earn your recognition.
READY TO BUILD YOUR TAX BUSINESS?
CHOOSE THE BRG PATH THAT FITS WHERE YOU ARE NOW.
Whether you are just getting started, already preparing returns, operating with your own EFIN, or looking to grow into a larger tax office or Service Bureau model, BRG Firm can help you identify the right next step.
Start with the BRG Tax Professional Growth Path so we can understand your experience, current setup, goals, and where you need the most support. From there, BRG can guide you toward the appropriate training, onboarding, software, compliance, business development, or Service Bureau path.
One path. Clear next steps. Built around your current level and growth goals.
Software & Tools
The right combination of software, systems, and professional procedures can help create a more organized, secure, and scalable tax business.
Prepare With Confidence
Better Client Workflow
Manage the Journey
Run the Office
Understand how returns move from transmission to acceptance, including acknowledgements and rejection follow-ups.
Learn how to navigate tax preparation software, enter information accurately, and review diagnostics as a professional tool.
Use organized intake and communication systems to improve consistency and create a high-end professional client experience.
Implement systems that support scheduling, payments, reporting, team management, and daily office security operations.
Technology Must Protect Taxpayer Information.
BRG emphasizes secure systems, access controls, strong MFA, and written information-security procedures to protect sensitive financial data.
“Software diagnostics do not determine whether a return is correct. The professional remains responsible for the tax law.”
Professional Standard
