Oakbank Tax Services

WELCOME TO OAKBANK TAX SERVICES TAX SCHOOL MASTERCLASS!

Launching January 2026!!

Course begins Wednesday January 7, 2026 consisting of three weekly lectures with assignments/quizzes and an open Q&A at the end of each lecture. There are 14 lectures, ending this series in the beginning of February.

Enrollment opens December 15 at 11:00am (CST)

Early-Bird Special Pricing: $299.00
($500 off for first 25 registrants using discount code FIRST25)

Regular Pricing: $799.00 (CDN) 

 

OBS Tax School — Winter 2026 Schedule

Program Start Date: Wednesday, January 7, 2026
Class Days: Every Monday, Wednesday & Friday
Time: 11:00 AM CST
Number of Sessions: 14 total
Session Length:

  • 60–90 minutes of instruction

  • Live Q&A with our tax experts after each session

  • Maximum session time: 2 hours

All classes are delivered live, with recordings available for students who can’t attend in real time.

Download the PDF below for complete program details, including course content, the full agenda and pricing.

Get Ready for the 2025 Tax Season with Confidence

The 2025 tax season is fast approaching — and there’s no better time to deepen your understanding of the Canadian tax system. This course is designed to help you master the fundamentals of tax planning, updated with the latest 2025 numbers and CRA regulations. You’ll learn how to organize your accounts, plan your finances strategically, and maximize your income tax return.

With three engaging online lectures per week and convenient virtual office hours, Oakbank Tax Services is committed to providing accessible, expert-led learning. Each week includes practical assignments and live walkthrough sessions featuring real-life examples, ensuring you gain not only knowledge — but the confidence to take control of your tax journey.

Enrollment Opens December 15, 2025 at 11:00AM (CST)

Start this January with our Masterclass 100 Series (Personal Tax Foundations)

Masterclass 100 Series – Personal Tax Foundations

Perfect for:


Anyone ready to start a small tax-prep business, build a side hustle, or earn extra income by helping others file their taxes — no experience required.

The Masterclass 100 Series gives you the solid foundation you need to understand Canadian personal taxation from the ground up and turn that knowledge into an income-generating skill.

You’ll learn how to confidently prepare, review, and optimize personal tax returns for real clients, while uncovering the deductions, credits, and strategies that can make you a valuable resource during tax season.


What You’ll Learn:
  • How to understand employment, investment, and other various incomes

  • How to claim key deductions and maximize credits for clients

  • Filing procedures and CRA compliance essentials

  • How to read and interpret tax slips (T4, T5, T3, T2202, etc.)

  • Tax-saving strategies for families, students, retirees, and small business owners

  • Real case studies using CRA-approved forms, software, and tools


By the end of the Masterclass 100 Series, you’ll be ready to confidently complete Canadian personal tax returns — and take the first steps toward building a profitable side hustle or part-time tax business with skills you can use year after year.

Why Choose Oakbank Tax Services Tax School?

  • Real-World Focus: Learn from industry professionals with 30+ years of experience in Canadian tax and wealth management.
  • CRA-Aligned Curriculum: Updated annually to reflect current tax laws and 2025 CRA regulations.

  • Flexible Learning: Attend online and through blended learning modules.

  • Practical Tools: Hands-on worksheets and case-based learning — not just theory.

  • Career Growth: Build your confidence and credibility as a financial or tax professional.

 

Your Tax Journey Starts Here

Whether you’re preparing your first tax return or managing corporate clients, OBS Tax School provides the roadmap, mentorship, and tools to succeed.
Take the next step toward mastering Canada’s tax system — one class at a time.

👉 Enroll and join a growing community of professionals who are making taxes work for them, not against them.