Skillbridge Program Curriculum

/

Skillbridge Program Curriculum

Program at a Glance

Our 90-day Tax Bridge Program is divided into three progressive phases. You’ll start with foundational skills, then advance into client onboarding, and finish with hands-on tax preparation — building confidence and competence every step of the way.

Phase 1:
Lead Acquisition & Appointment Setting (Weeks 1–6)

  • Learn how to generate, qualify, and convert leads using real-world tools and strategies.

  • Customer service essentials for tax prep

  • Appointment booking & scheduling systems

  • Sales, persuasion, and overcoming objections

  • Social media & digital marketing for lead generation

  • Lead tracking, reporting, and pipeline management

  • Role plays, mock calls, and performance assessments

Phase 2:
Client Onboarding (Weeks 7–10)

  • Master the process of welcoming clients, gathering information, and setting the stage for successful tax preparation.

  • Reviewing and explaining service agreements

  • Document collection & secure information handling

  • Compliance and ethical considerations

  • Handling special cases and troubleshooting client issues

  • Workflow optimization & CRM tools

  • Mock onboarding scenarios and final onboarding assessment

Phase 3:
Tax Preparation Services (Weeks 11–13)

  • Gain practical experience preparing tax returns from start to finish under the guidance of an Enrolled Agent.

  • Introduction to tax software

  • Basic return preparation, deductions, and credits

  • Accuracy checks & error prevention

  • E-filing process & compliance review

  • Handling client inquiries during tax prep

  • Role-playing tax client scenarios

Final tax preparation assessment and EA certification pathway overview

By the end of the program, you’ll have real client interaction experience, technical tax preparation skills, and a clear path to launch your career in tax and finance.

Your most trusted tax advisor in Florida, dedicated to navigating complex tax laws, ensuring clarity and financial health for our clients amidst their obligations.

Follow us:

Your most trusted tax advisor in Florida, dedicated to navigating complex tax laws, ensuring clarity and financial health for our clients amidst their obligations.

Follow us:

Your most trusted tax advisor in Florida, dedicated to navigating complex tax laws, ensuring clarity and financial health for our clients amidst their obligations.

Follow us: