Join our Fall 2025 training program starting October 8–13. Choose from Basic, Intermediate, Advanced, or Full Program.”

Master the Core Skills – Learn the fundamentals of income tax preparation, from 1040 basics to advanced adjustments, credits, and business income.
Apply Real-World Scenarios – Practice with case studies and examples that reflect actual client situations you’ll face during tax season.
Proven Strategies for Success – Gain insider tips to maximize deductions, minimize errors, and build client trust.
Industry-Standard Tools & Updates – Get hands-on with tax software, stay current with IRS updates, and position yourself ahead of the competition.
💡 Choose the path that matches your skills. Whether you’re brand new or ready to scale into advanced tax prep, we’ve got you covered.
Perfect for beginners and aspiring tax professionals.
Covers the fundamentals of income tax, deductions, credits, and filing.
Step-by-step training to build confidence in preparing simple returns.


Designed for those with some tax prep experience.
Dive deeper into business income, itemized deductions, and advanced credits.
Gain hands-on practice to expand your client services.
Tailored for experienced tax preparers looking to scale.
Explore corporate returns, amended filings, complex credits, and tax strategies.
Includes pro tips on running a successful tax business.


With over a decade of experience in tax preparation, financial education, and business consulting, Joi L. Wilson has become widely known as The Tax Queen. She has trained and mentored hundreds of aspiring tax professionals, helping them launch successful careers and businesses in the tax industry.
Her teaching style is practical, engaging, and results-driven—breaking down complex tax concepts into strategies that anyone can understand and apply. Students leave her courses not only with technical knowledge, but also with the confidence and tools to serve clients, maximize tax savings, and build profitable businesses.
💼 What Sets Joi Apart:
16+ years of professional experience in tax & financial services
CEO of JLW Tax & Financial Services, trusted by individuals & businesses
Proven track record of training students who now run thriving tax practices
Known for her straightforward, no-fluff teaching style that gets results
As your instructor, Joi’s mission is simple: to empower you with the knowledge, skills, and mindset you need to succeed in the tax industry—and build the business and financial freedom you deserve.



Essentials Tax Software made tax calculations a breeze, and e-filing was straightforward and quick. Highly recommend for hassle-free tax season!



Tried several tax tools, but Essentials stands out with its seamless e-file integration and smart deduction discovery. Pretty solid choice for hassle-free filing.



The audit support was surprisingly helpful. Went through the entire process feeling assured and well-informed. It made a potentially stressful situation quite manageable.