Training Materials & Resources
From Learning to Leading. Build. Scale. Legacy.
Level 1 LM Tax Academy Workbook — Beginner Tax Knowledge
The Level 1 LM Tax Academy Workbook is your foundational guide to understanding tax preparation. Prepared by Dr. Lakeisha McKenzie Bradley, this beginner-level workbook walks you through essential tax knowledge so you can confidently serve clients and build a profitable tax business.
- Step-by-step beginner tax preparation training
- Covers essential tax knowledge for new preparers
- Learn how to confidently serve clients
- Foundation for building a profitable tax business
- Prepared by Dr. Lakeisha McKenzie Bradley
- Part of the LM Tax Academy University curriculum
Prepared by Dr. Lakeisha McKenzie Bradley · 864-203-3559
Level 2 LM Tax Academy Workbook — Tax Knowledge
The Level 2 LM Tax Academy Workbook builds on your foundational tax knowledge and takes you deeper into tax preparation. Prepared by Dr. Lakeisha McKenzie Bradley, this intermediate-level workbook covers advanced tax topics so you can serve more clients and grow your tax business.
- Intermediate-level tax preparation training
- Builds directly on Level 1 foundations
- Covers advanced tax topics and client scenarios
- Expand your client base and increase revenue
- Prepared by Dr. Lakeisha McKenzie Bradley
- Part of the LM Tax Academy University curriculum
Prepared by Dr. Lakeisha McKenzie Bradley · 864-203-3559
Level 3 LM Tax Academy Workbook — Business Builder
The Level 3 LM Tax Academy Workbook is your advanced guide to building and scaling a tax business. Prepared by Dr. Lakeisha McKenzie Bradley, this Business Builder workbook takes you beyond tax preparation into entrepreneurship — covering business systems, client growth strategies, and the mindset needed to build a lasting tax legacy.
- Advanced business-building strategies for tax pros
- Covers systems, scaling, and client growth
- Entrepreneurship mindset and leadership training
- Build a lasting tax business legacy
- Prepared by Dr. Lakeisha McKenzie Bradley
- Part of the LM Tax Academy University curriculum
Prepared by Dr. Lakeisha McKenzie Bradley · 864-203-3559
Level 4 LM Tax Academy Workbook — IRS Mastery & Complex Returns
The Level 4 LM Tax Academy Workbook takes you into elite tax territory. Prepared by Dr. Lakeisha McKenzie Bradley, this Master Real Returns workbook covers self-employed taxes, S Corps, partnerships, LLCs, investments, depreciation, rentals, audit resolution, and IRS notices — so you can handle complex returns and charge $300–$1,000+ per client.
- Master self-employed taxes and deductions
- File S Corps, partnerships, and LLCs
- Handle investments, depreciation, and rentals
- Resolve audits and IRS notices with confidence
- Maximize refunds for complex clients
- Charge $300–$1,000+ per complex return
Prepared by Dr. Lakeisha McKenzie Bradley · 864-203-3559
Level 5 LM Tax Academy Workbook — Tax Business Owner
The Level 5 LM Tax Academy Workbook is the CEO-level capstone of the LM Tax Academy University curriculum. Prepared by Dr. Lakeisha McKenzie Bradley, this Tax Business Owner workbook teaches you to build a premium tax firm, streamline systems and automations, attract high-value clients, and scale to $10K–$20K per month.
- Build a premium tax firm and team
- Streamline systems and automations
- Guide tax preparers to success
- Attract and manage high-value clients
- Scale to $10K–$20K per month
- Become the CEO of your tax business
Prepared by Dr. Lakeisha McKenzie Bradley · 864-203-3559
Level 6 LM Tax Academy Workbook — Final Boss: Elite Mentorship & Ownership
The Level 6 LM Tax Academy Workbook is the ultimate capstone of the LM Tax Academy University curriculum. Prepared by Dr. Lakeisha McKenzie Bradley, this Final Boss workbook covers elite mentorship and ownership strategies — grow professional tax profits together, protect your business, build wealth through advanced tax strategies, and get mentored directly by a tax pro.
- Grow professional tax profits together
- Protect your business and level up
- Build wealth through advanced tax strategies
- Get mentored directly by a tax pro
- Elite mentorship and ownership training
- Become your own tax Final Boss
Prepared by Dr. Lakeisha McKenzie Bradley · 864-203-3559
Expert-Prepared
By Dr. Lakeisha McKenzie Bradley
Proven Curriculum
Used by 500+ partners nationwide
Step-by-Step
From beginner to advanced