Curriculum

At Kalu Institute, we offer a comprehensive, hands-on training program that goes beyond seasonal tax preparation. Our curriculum equips you with the essential tools, professional insight, and mentorship needed to build a thriving financial service business — covering everything from tax preparation to business compliance and ministry administration.

Courses Offered:
  • Basic Tax Preparation – Learn the fundamentals of preparing accurate tax returns, client setup, and electronic filing.
  • Basic Forms – Master key IRS forms including the 1040, W-2, and supporting schedules.
  • Self-Employed & Forms – Explore deductions, credits, and filing requirements for entrepreneurs and independent contractors.
  • Business Returns – Gain experience in corporate, partnership, and LLC returns, understanding entity structures and compliance.
  • Nonprofit Returns – Learn how to properly prepare Form 990 and maintain compliance for charitable organizations.
  • Political Campaign Finance Reports – Develop the skills to manage and file accurate financial reports for campaigns and PACs.
  • Bookkeeping & Payroll – Build knowledge in accounting systems, payroll management, and recordkeeping for individuals and businesses.
  • Immigration, Passports & Notary Services – Get trained in document preparation for citizenship applications, passport assistance, and notarial acts.
  • Virtual Administration – Learn remote office management, digital filing, scheduling, and client communication systems for online operations.
  • Corporation Establishment, Compliance & Credit – Understand how to form entities, stay compliant with state and IRS requirements, and build strong business credit.
  • Ministry Administration – Explore the structure and management of faith-based organizations, including bylaws, 501(c)(3) filings, and governance.

At Kalu Institute, we prepare you for a lifetime of success — empowering you to serve clients with excellence, integrity, and year-round professionalism. Kalu Institute provides lifetime access to our training materials and community, ensuring you can continue learning as the industry evolves. In addition, each student receives one full year of mentorship, offering personal guidance and professional support as you establish and grow your business.