Resource Library
Free resources for tax professionals built by Nadia Rodriguez, CPA. Practical tools, templates, and guides to help you work smarter and serve your clients better.
Free Resources for Tax Professionals
Tax Training Academy provides free resources for tax professionals who want to sharpen their skills, streamline their workflow, and better serve their clients. Whether you are a CPA, Enrolled Agent, bookkeeper, or tax preparer, our resource library gives you practical tools you can put to work immediately.
Every tool, template, and guide in this library is designed by Nadia Rodriguez, CPA, who brings over 15 years of hands-on tax experience to each resource. These resources for tax professionals complement our IRS-approved CE credit courses and cover topics like S corporation taxation, entity selection, reasonable compensation, and tax form navigation.
We regularly add new resources to this library. Current tools include our S Corp Tax Savings Calculator, S Corp Reasonable Compensation Estimator, Entity Schedule Reference, and S Corp Interactive Guide. Each resource is built around real-world scenarios that CPAs and Enrolled Agents face during tax season and throughout the year. For official IRS forms and publications, visit IRS.gov.
1 resource
S Corp Tax Savings Calculator
See the self-employment tax savings of an S corp election versus a sole proprietorship. Slide two inputs, profit and reasonable salary, and get a side-by-side SE tax comparison using 2026 constants.
Access Resource →S Corp Reasonable Compensation Estimator
Quickly estimate a defensible reasonable compensation figure for S Corp owner-employees using IRS-recognized factors. Stop guessing, get a documented, supportable number in minutes.
Access Resource →Entity Schedule Reference
Instantly identify which tax schedules apply to each entity type, sole proprietors, partnerships, and S corps. Use the interactive flowchart or comparison table to pinpoint the right forms for any client situation.
Access Resource →S Corp Interactive Guide: Eligibility, Tax Savings and Compliance
Find out if your client qualifies for S Corp election, estimate their potential tax savings, and walk through a full compliance checklist, all in one interactive guide built for CPAs, EAs, and tax preparers.
Access Resource →Tax Preparation Engagement Letter Template
This ready-to-use engagement letter helps independent tax pros and small firms eliminate scope creep and minimize liability. It clearly defines service boundaries, client responsibilities, and extension fees to protect your practice from day one.
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