INFORMATION SESSION

Build Your Own Personal Tax (T1) Preparation Business

What This Course Is About

Understanding the Canadian tax system

§ Learning how to prepare a full personal tax return

§ Interpreting slips and documents

§ Applying CRA rules in real-world scenarios

§ Avoiding common mistakes

§ Building CPA level tax preparation business

By the end of this course, you will:

§    Prepare a complete personal tax return

§    Prepare a self-employed business return

§    Report all major income types

§    Apply various tax strategies

§    Handle Rental income, capital gains and losses, and foreign income

§    Develop the tax preparation business

§    Use CRA tools like a professional

Course Materials

You will receive:

§ Lesson notes for each module

§ Case Studies (real client scenarios)

How You Will Learn

§ Live online lectures

§ Real-world examples

§ Hands-on practice in a live webinar

§ Case studies

§ Group discussions

Before You Start

§ Know Your Why, Not How

§ Have Discipline

§ Be Committed

§ Visualize the Process and the End Results

§ Develop A Success Mindset

Why Listen to Me?

§ My Education

§ My Experience

§ My Passion

§ My WHY for Developing This Course

Starting a tax preparation business is one of the best opportunities in Canada today because of low cost, high demand, and flexible hours. But most beginners don’t know where to start. In this mentorship program, you’ll learn exactly how to build a Personal Tax Preparation Business (T1) from scratch—even if you’re a complete beginner. You’ll walk away with clarity, confidence, and a proven roadmap.

    • Module-1-Program Introduction

  • M-1-L-1-Program Overview

  • M-1-L-2 -How to navigate the course portal

  • M-1-L-3 -Overview of the Canadian tax system

    • Module-2-CRA EFILE Setup

  • M-2-L-1 -Before You Apply for EFILE Number

  • M-2-L-2 -Application process for an EFILE number

  • M-2-L-3 -Keep Your EFILE Number in Good Standing

    • Module-3-Understanding T-Slips

  • M-3-L-1-T4: Employment Income

  • M-3-L-2 -T4A: Pension and Other Income

  • M-3-L-3 -T5: Investment Income (Interest and Dividends)

    • Module-4-Completing a Tax Return

  • M-4-L-1 -Interviewing the client to filing

  • M-4-L-2-Gathering required documents (Checklists)

  • M-4-L-3 -Using tax software basics

    • Module-5-Rental Income & Expenses

  • M-5-L-1 -Eligible expenses (repairs, utilities, insurance)

  • M-5-L-2 -Filling out Form T776

  • M-5-L-3 -How to handle Capital Cost Allowance (CCA)

    • Module-6-Capital Gains & Losses

  • M-6-L-1 -Proceeds of disposition vs Adjusted Cost Base (ACB)

  • M-6-L-2-Taxing 50% of the gain

  • M-6-L-3-Carrying losses forward or back

    • Module-7-Business Deductions

  • M-7-L-1 -Home office expenses

  • M-7-L-2 -Vehicle and travel logs

  • M-7-L-3-Meals and entertainment rules

    • Module-8-Self-Employed Income

  • M-8-L-1-The difference between a hobby and a business

  • M-8-L-2 -Filling out Form T2125

  • M-8-L-3-Basic GST/HST requirements

    • Module-9-Advanced Tax Strategies

  • M-9-L-1 - TFSA & RRSP Contribution Optimization

  • M-9-L-2 -Income Splitting

  • M-9-L-3-Tax Strategies for Self-Employed

    • Module-10-Marketing Your Services

  • M-10-L-1-Marketing Fundamentals for Tax and Accounting Service Business

  • M-10-L-2-Digital Marketing to grow your business

  • M-10-L-3-Referrals and Networking

    • Module-11-Practice Management

  • M-11-L-1-Secure document storage (GDPR/PIPEDA)

  • M-11-L-2-How to price your services (Hourly vs Flat Fee)

  • M-11-L-3-Invoicing and getting paid

    • Module-12-Final Review & Special Topics

  • M-12-L-1-Reviewing common errors and omissions

  • M-12-L-2-What to do if a client gets audited

  • M-12-L-3-Final Q&A and course wrap-up

    • “I’ve walked this path — now I help others walk it with confidence.”

    CASES Accompanying this Course (Level-I)

  • Case Study-1-Return for an Individual

  • Case Study-2-Return with T4As

  • Case Study-3-Return with Various T5s

  • Case Study-4-Return with Tuition Fee

  • Case Study-5-Return of Family with Children

  • Case Study-6-Rental Income-Basement only

  • Case Study-7-Rental Income-Second House

  • Case Study-8-Capital Gain and Losses

  • Case Study-9-Home office Expense

  • Case Study-11-Business Deductions

  • Case Study-12-Completing a Self-Employed Return

    • Meet Your Mentor and Trainer

    — Rokon Alam,

    CPA, MBA

  • Runs a successful CPA tax and accounting firm (RAPC) in Toronto for more than a decade

  • Part-time faculty at Sheridan College, Centennial College, Toronto School of Management, Toronto Business College, and more

  • 20+ years in accounting, taxation, and senior leadership roles

  • Mentor CPA students and accounting and business professionals

  • Known for simplifying complex topics with step-by-step guidance

    • "Building a business alone is difficult, but following a proven roadmap is a shortcut to success. As a CPA and MBA, I have designed this program to skip the guesswork and get you straight to results. I’m not just teaching you how to file a T1; I’m teaching you how to build a legacy of professional independence. Spaces are limited because I am committed to the success of every student. Don’t leave your career to chance—secure your spot now and let's start building your business together."

    Stop working for someone else's dream—start building your own!"

    Sign Up for this Info Session Today