Bankruptcy Training for Tax Preparers
Your busiest season ends in April. Here's what to do with the other eight months.
Tax preparation and bankruptcy petition drafting are close cousins. Both start with a client interview and a stack of financial documents. Both mean entering income, expenses, assets, and household details into standardized government forms — accurately, on deadline. If you can take a client from shoebox to filed return, the petition workflow will feel familiar fast.
The difference is the calendar. Tax work compresses into a few frantic months; bankruptcy filings happen all year. For a tax preparer, that makes petition drafting the natural off-season complement: a second document-driven service that uses the same skills, the same home office, and the client-intake habits you already have.
This training teaches you to draft court-ready Chapter 7 and Chapter 13 petitions from scratch and certifies you as a Bankruptcy Petition Specialist™ — so you can work remotely for bankruptcy attorneys nationwide from May through December, then dial back for tax season.
Who This Training Is For
- ✓Seasonal tax preparers who want steady income in the off-season
- ✓Enrolled agents and tax office staff comfortable with forms, figures, and client interviews
- ✓Preparers who want a second service line without learning an unrelated trade from zero
- ✓Anyone who already has the home office, software comfort, and detail habits the work requires
No prior legal or bankruptcy experience is required. All materials are downloadable or accessed online — you can start training today.
Why tax preparers pick this up fast
The bankruptcy means test is an income analysis. The petition schedules are categorized lists of assets, debts, income, and expenses. The intake process is a structured client interview with document collection. Every one of those is a tax-season skill — this training just teaches you the official bankruptcy forms they plug into, plus the rules that govern them.
What's Inside the Training
Everything you need to draft accurate, court-ready Chapter 7 and Chapter 13 petitions.
Chapter 7 and 13 Training Videos
More than two dozen high-definition, over-the-shoulder video lessons walking you through every form, schedule, and section of both the Chapter 7 and Chapter 13 petition.
Hands-On Training Workbook
Draft your first bankruptcy petition using de-identified real client information, then compare your work against the fully completed petition. Developed by a Certified Bankruptcy Petition Specialist™.
Chapter 7 and 13 Certification
One registration for each of the Chapter 7 and Chapter 13 Bankruptcy Petition Specialist™ certification exams is included with enrollment — a credential that verifies your skill to attorneys nationwide.
Plus These Valuable Bonuses
Included with your enrollment — resources that accelerate your launch and grow your income.
- ✓The Complete Guide to Starting a Bankruptcy Docs Service — 600+ pages covering every step from day one to your first paying client.
- ✓100+ Bankruptcy Motions, Pleadings, Letters, and Affidavits — Ready-to-use legal documents — you'd pay $30,000+ for a firm to draft these.
- ✓130+ Bankruptcy Petition Training Collection — Real, filed Chapter 7 and Chapter 13 petitions ready to study and import into Best Case.
- ✓Bankruptcy Attorney Marketing List — Over 2,400 bankruptcy attorneys — skip the guesswork of finding prospects.
- ✓Business Plan and Marketing Materials — The actual business plan a student used to build a six-figure business in year one.
Make the Off-Season Your Second Season
Same skills, different forms, year-round demand — start today.
Enroll NowFrequently Asked Questions
Can I do this only in the tax off-season?＋
Does tax knowledge actually transfer?＋
Do I need legal experience?＋
Who would my clients be?＋
How long does it take to complete?＋
What software do I need?＋
We are a bankruptcy petition training organization and do not develop, sell, or provide bankruptcy petition preparation software.
For many years, our training programs have taught students how to draft bankruptcy petitions using the free downloadable demo version of Best Case Bankruptcy software by Stretto, one of the most widely used bankruptcy petition preparation platforms among bankruptcy law firms. We are not affiliated with Stretto and do not receive compensation from them.
Stretto now also offers a cloud-based version of Best Case Bankruptcy that runs through a web browser. While the cloud edition is convenient because it can run in a web browser on any computer operating system, it includes a limited free trial period, whereas the traditional desktop edition, which installs on a Windows computer (or can run on a Mac computer using software such as Parallels), continues to provide a demo environment for learning purposes for as long as it is installed.
We encourage students to use the desktop edition while completing our training courses so that they can practice drafting the forms, schedules, and other components of a bankruptcy petition in an environment similar to what many bankruptcy law firms use.
Later, when accepting paid work drafting bankruptcy petitions for attorneys, you will use the software that the attorney or law firm is licensed for and uses, which they will provide you access to.
While each major bankruptcy software platform takes a slightly different approach to completing the forms and schedules of a bankruptcy petition, they all complete the same standardized bankruptcy forms and schedules. Our training courses teach you the petition process itself — which applies across all bankruptcy software products.
More questions? Visit our full FAQ page →
Everything You Need — One Price.
No Upsells. No Hidden Fees.
Tax-season skills, year-round income.
After enrolling, you'll complete a brief member agreement, then receive immediate access
to the full course in our private member portal — ready to start the moment you sign in.
Questions? Contact us — we're ready to help.