Efficient, Error-Free Drake Workflows

Eliminate operational uncertainty inside the software by mastering an end-to-end, repeatable data entry protocol that minimizes diagnostics errors and maximizes your speed.

High-Value Complexity, Unlocked

Confidently handle lucrative tax returns involving Qualified Business Income (QBI) deductions, complex K-1 forms, depreciation schedules, and multi-state compliance issues.

The 'Bedrock' Compliance System

Protect your professional reputation and your clients with structured review checklists, IRS notice defense strategies, and systematic workflows designed to withstand regulatory shifts.

About the Course

Staring at the multi-screen interface of Drake Tax Software can feel completely overwhelming, especially when you are responsible for advanced individual and small business returns. It is entirely natural to feel slow or uncertain when entering intricate transactions, or to experience a wave of anxiety over making an avoidable compliance mistake. Navigating complex tax provisions like the Qualified Business Income (QBI) deduction, multi-state allocations, or depreciation schedules can leave even dedicated professionals guessing. You have a profound desire to deliver elite financial results for your clients, but without a predictable, step-by-step preparation and review workflow, you risk letting fear hold your practice back from accepting high-paying corporate clients. Drake Tax Mastery: Advanced US Tax Preparation is specifically engineered to replace that operational uncertainty with absolute compliance confidence. This comprehensive, practical course goes far beyond basic data entry to teach you the professional judgment and critical "why" behind advanced tax preparation. Through structured video lessons, real-world case scenarios, downloadable checklists, and hands-on workflow assignments, you will master everything from initial client intake to final e-file readiness. You will discover exactly where data entry errors originate, how to swiftly resolve IRS diagnostics, and how to confidently manage and defend returns post-filing, giving you the technical edge needed to operate at the highest industry standard.Staring at the multi-screen interface of Drake Tax Software can feel completely overwhelming, especially when you are responsible for advanced individual and small business returns. It is entirely natural to feel slow or uncertain when entering intricate transactions, or to experience a wave of anxiety over making an avoidable compliance mistake. Navigating complex tax provisions like the Qualified Business Income (QBI) deduction, multi-state allocations, or depreciation schedules can leave even dedicated professionals guessing. You have a profound desire to deliver elite financial results for your clients, but without a predictable, step-by-step preparation and review workflow, you risk letting fear hold your practice back from accepting high-paying corporate clients. Crucially, this course is designed as an essential technical pillar within your holistic professional journey. It acts as the perfect operational bridge, connecting the core fundamentals learned in Accounting for Beginners with the premium client-acquisition strategies taught in the LinkedIn Authority to Lead Engine™ series. By anchoring your tax preparation capabilities in the proven Bedrock system, you ensure that you can flawlessly deliver on the high-value promises you make to your incoming network. This course provides the robust operational excellence and technical mastery necessary to support a lifetime of career advancement, premium positioning, and sustainable financial freedom in the global accounting market.

Meet Your Instructor

Meet Your Instructor: Joe DiChiara, CPA Joe DiChiara, CPA, is a practicing certified accountant and tax professional with over four decades of solid, real-world business experience. After graduating with a B.S. in accounting from the State University of New York College at Oswego in 1983, Joe opened his first CPA firm in 1994, specializing in forensic accounting and solving complex tax problems. Today, as the founder and CEO of Bedrock360 Tax Solutions, Bedrock360 Business Solutions, and Bedrock360 Marketing Solutions, Joe acts as a global advocate for professional sovereignty and entrepreneurship. Throughout this course and your broader professional evolution, Joe serves as your expert technical mentor and system architect. He breaks down complex tax law adjustments and overwhelming software interfaces into clear, step-by-step operational blueprints. Joe’s hands-on teaching philosophy focuses on making advanced education easy, enjoyable, and intensely practical, ensuring you possess both the elite compliance skills and the career-long confidence required to build a thriving, highly respected professional practice.

Course Curriculum

14 Chapters · 67 Lessons

  1. 1

    Welcome!

    1. (Included in full purchase)

      Welcome to Drake Tax Mastery: Advanced US Tax Preparation

  2. 2

    Introduction & Course Materials

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Course Textbook

    3. (Included in full purchase)

      Course Syllabus

    4. (Included in full purchase)

      Glossary of Terms

    5. (Included in full purchase)

      Course Workbook

  3. 3

    Module 1: The Perfect Storm of Opportunity

    1. (Included in full purchase)

      MODULE 1 — The Perfect Storm of Opportunity

    2. (Included in full purchase)

      MODULE 1 — The Perfect Storm of Opportunity

    3. (Included in full purchase)

      Lesson 1 — Why Demand for Tax Professionals Is Exploding

    4. (Included in full purchase)

      Lesson 2 — The Complexity of the U.S. Tax System

    5. (Included in full purchase)

      Lesson 3 — Government Enforcement & Reporting Pressure

    6. (Included in full purchase)

      Lesson 4 — Why This Is a Career & Income Opportunity (Not Just a Job)

    7. (Included in full purchase)

      Module 1 Quiz

  4. 4

    Module 2: Modern U.S. Tax Law Environment

    1. (Included in full purchase)

      MODULE 2 — Modern U.S. Tax Law Environment

    2. (Included in full purchase)

      MODULE 2 — Modern U.S. Tax Law Environment

    3. (Included in full purchase)

      Lesson 1 — How U.S. Tax Laws Really Change (and Why It Confuses Everyone)

    4. (Included in full purchase)

      Lesson 2 — Key Individual Tax Changes Under the Big Beautiful Bill

    5. (Included in full purchase)

      Lesson 3 — Business Tax Law Changes & Pass-Through Entities

    6. (Included in full purchase)

      Lesson 4 — Temporary Provisions, Sunset Rules & Planning Traps

    7. (Included in full purchase)

      Module 2 Quiz

  5. 5

    Module 3: Drake Tax Software Workflow & Professional Review

    1. (Included in full purchase)

      Module 3: Drake Tax Software Workflow & Professional Review

    2. (Included in full purchase)

      Lesson 1 — How Drake Tax Software Really Works (and How Professionals Use It)

    3. (Included in full purchase)

      Lesson 2 — Entering Source Documents & Reconciling Data

    4. (Included in full purchase)

      Lesson 3 — Drake Diagnostics, Review Procedures & Red Flags

    5. (Included in full purchase)

      Module 3 Quiz

  6. 6

    Module 4: Individual Tax Returns & QBI Application in Drake

    1. (Included in full purchase)

      Module 4: Individual Tax Returns & QBI Application in Drake

    2. (Included in full purchase)

      Lesson 1 — Preparing Professional Form 1040 Returns in Drake

    3. (Included in full purchase)

      Lesson 2 — QBI / UBI Deduction: Calculation, Limits & Drake Review

    4. (Included in full purchase)

      Lesson 3 — Common Individual Return Errors & Corrections

    5. (Included in full purchase)

      Lesson 4 — Reviewing & Defending Individual Returns

    6. (Included in full purchase)

      Module 4 Quiz

  7. 7

    Module 5: Business Tax Returns in Drake

    1. (Included in full purchase)

      Module 5: Business Tax Returns in Drake

    2. (Included in full purchase)

      Lesson 1 — Preparing Business Tax Returns the Professional Way

    3. (Included in full purchase)

      Lesson 2 — Schedule C: Sole Proprietors & High-Risk Returns

    4. (Included in full purchase)

      Lesson 3 — Partnerships (Form 1065) in Drake

    5. (Included in full purchase)

      Lesson 4 — Reviewing & Defending Individual Returns

    6. (Included in full purchase)

      Lesson 5 — C-Corporations (Form 1120) in Drake

    7. (Included in full purchase)

      Module 5 Quiz

  8. 8

    Module 6: Review, Compliance & Solving Tax Problems

    1. (Included in full purchase)

      Module 6: Review, Compliance & Solving Tax Problems

    2. (Included in full purchase)

      Module 6: Review, Compliance & Solving Tax Problems

    3. (Included in full purchase)

      Lesson 1 — How Tax Problems Actually Start (and Why Good Preparers See Them Coming)

    4. (Included in full purchase)

      Lesson 2 — Responding to IRS Notices & Letters (Step-by-Step)

    5. (Included in full purchase)

      Lesson 3 — Amended Returns, Corrections & Cleanup Work

    6. (Included in full purchase)

      Lesson 4 — When to Escalate: Representation, Appeals & Ethics

    7. (Included in full purchase)

      Module 6 Quiz

  9. 9

    Module 7: State Tax Returns: Multi-State Compliance & Risk Management

    1. (Included in full purchase)

      Module 7: State Tax Returns: Multi-State Compliance & Risk Management

    2. (Included in full purchase)

      Module 7: State Tax Returns: Multi-State Compliance & Risk Management

    3. (Included in full purchase)

      Lesson 1 — How State Tax Systems Actually Work (and Why They Are Not “Mini IRSs”)

    4. (Included in full purchase)

      Lesson 2 — Residency, Domicile & Filing Status at the State Level

    5. (Included in full purchase)

      Lesson 3 — State Income Sourcing & Allocation Rules

    6. (Included in full purchase)

      Lesson 4 — Multi-State Business Returns & Nexus Issues

    7. (Included in full purchase)

      Lesson 5 —Preparing State Returns in Drake (Professional Workflow)

    8. (Included in full purchase)

      Lesson 6 — Common State Tax Errors, Notices & Defense

    9. (Included in full purchase)

      Lesson 7 — Sales Tax, Withholding & State Compliance Awareness

    10. (Included in full purchase)

      Chapter 7 Quiz

  10. 10

    Resources

    1. (Included in full purchase)

      US Tax & Business Resources

    2. (Included in full purchase)

      Bonus Guide Doing Business US

    3. (Included in full purchase)

      Top 20 Mistakes New Business Owners Make

    4. (Included in full purchase)

      IRS Audit Guides

  11. 11

    IRS FORMS

    1. IRS 2025 Fill in Forms and Instructions Free preview
  12. 12

    Live Practice Set Review

    1. (Included in full purchase)

      Practice Return Review Part 1

    2. (Included in full purchase)

      Practice Return Review Part 2

    3. (Included in full purchase)

      Practice Return Review Part 3

    4. (Included in full purchase)

      Practice Return Review Part 4

  13. 13

    Drake 2025 Practice Returns and Solutions

    1. Practice Returns Free preview
    2. (Included in full purchase)

      Practice Return Solutions

  14. 14

    Congratulations!

    1. (Included in full purchase)

      Congratulations on Finishing Drake Tax Mastery: Advanced US Tax Preparation

Student Testimonials

Testimonials build trust — fast. Edit this section to show how your product is making a difference and help your audience purchase with confidence.

”
"From Software Anxiety to Total Processing Speed!" "Drake Tax Software used to make me incredibly nervous because of the sheer volume of screens and complex schedules. Joe’s step-by-step workflow system completely eliminated my imposter syndrome. I just completed my first multi-state business return with complex depreciation, and I did it flawlessly using the Bedrock review checklists. This course is a game-changer for anyone wanting to handle high-value clients!"
— Marcus V.,

Senior Tax Analyst & Firm Owner

”
"The Ultimate Technical Foundation for My Practice." "I paired this advanced tax course with Joe's LinkedIn training series, and the results have been incredible. The LinkedIn series helped me bring in premium corporate clients, and this Drake Mastery course gave me the absolute technical confidence to serve them beautifully. It is an indispensable part of a comprehensive learning journey that turns you into a complete professional."
— Amara K.,

Independent CPA & Tax Consultant

”
"An Absolute Must-Have for Modern Accounting Careers." "As an international professional expanding into U.S. tax preparation, understanding the 'why' behind IRS compliance was vital. Joe makes learning advanced accounting systems incredibly engaging and straightforward. The final project package allowed me to establish a repeatable intake-to-efile process that I use every day. It provided the exact technical bedrock I needed to scale my remote compliance business."
— Luis G.,

Remote Bookkeeper & Tax Strategist

Ready to Master US Tax Preparation?

Enroll now to gain expert knowledge and hands-on skills in U.S. tax preparation. Take the leap towards a successful career!

₱3,599.00

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