Case studies
Bookkeeping and tax preparation are shown separately below to keep the two kinds of work easy to tell apart. Each entry is built to be replaced or expanded as new work is completed.
Full bookkeeping-cycle work in QuickBooks Online — setup, reconciliation, and reporting.
Video DemoQuickBooks Online Company Setup
A full bookkeeping cycle for a sample consulting company — company setup, Chart of Accounts, invoicing, reconciliation, and monthly reports.
View Case StudyMock returns completed during U.S. tax preparation training, organized by form.
Form 1040 Case Study
US Tax Preparation TrainingForm 1040 Case Study
Mock individual tax return prepared during training, applying IRS rules and best practices under professional guidance.
View Case StudyForm 1065 Case Study
US Tax Preparation TrainingForm 1065 Case Study
Mock partnership return prepared as part of the US Business Tax Preparation training curriculum.
View Case StudyForm 1120-S Case Study
US Tax Preparation TrainingForm 1120-S Case Study
Mock S-corporation return prepared as part of the US Business Tax Preparation training curriculum.
View Case Study