Money, Paychecks & Taxes
Approx. ages 13–15
Explore gross and net pay, withholding, W-2s, budgeting and why taxes exist using fictional examples.
3 guided lessons · practice scenarios · knowledge checks
START LEVEL 01
TBG NEXTGEN TAX ACADEMY · THE TRADE OF TOMORROW
They learn the trade. You build the legacy.
A parent-and-teen introduction to money, taxes, professional skills and the possibility of a future family tax business.
Choose your perspective
Turn curiosity into a family learning project
Learn together, make a mock business plan, assign age-appropriate learning projects and discuss what your family could build over time.
LEARN BEFORE YOU LAUNCH
Four levels of NextGen discovery
Explore the Tax Profession
Approx. ages 15–17
Learn about client service, confidentiality, tax software, ethics and simulated returns. No real taxpayer data.
4 guided lessons · practice scenarios · knowledge checks
START LEVEL 02Career & Business Readiness
Approx. ages 17–18+
Practice business planning, professional communication, record organization and the steps toward tax training.
4 guided lessons · practice scenarios · knowledge checks
START LEVEL 03Eligible Professional Pathways
Generally 18+ under TBG policy
Explore PTIN requirements, verification, professional onboarding and family-business opportunities when eligible.
3 guided lessons · practice scenarios · knowledge checks
START LEVEL 04Levels are progressive learning stages, not interchangeable enrollment tracks. Age bands are educational suggestions, not federal licensing thresholds. TBG's proposed professional-entry policy is 18+. Anyone who prepares or substantially assists in preparing federal tax returns for compensation generally needs their own valid IRS PTIN, regardless of age. Other federal, state, employment and provider requirements may apply.
Family business blueprint
Use this starter checklist to build a learning plan. Check items off together. This is a planning exercise, not enrollment or certification.
0 of 6 learning milestones selected
Safety and responsibility first
Young learners use fictional data and age-appropriate exercises. Real taxpayer records, live return preparation and client-facing professional duties are not part of this introductory experience. A parent running a business must comply with employment, privacy, preparer and state laws.
Where learning can lead
Start with financial literacy, explore the TBG Tax Academy, and later consider eligible professional training, a team role or a parent-led family business. Learning here does not confer a credential or guarantee employment.
Bring this conversation home
Discuss: What do we want to learn? Who would do what? How would we protect client information? What training and business costs would we need to plan for?
Interactive introductory lessons are available now. Progress is temporary; parent/guardian consent, youth accounts, saved progress and formal enrollment are not yet active.