WELCOME TO OAKBANK TAX SERVICES TAX SCHOOL MASTERCLASS!
Thank You for an Incredible Tax School Year
A sincere thank you to everyone who enrolled in our Tax School this year. Your engagement, questions, and commitment to learning made this program such a success.
We’re excited to announce that we’ll be back with updated material and new content reflecting the 2026 tax year changes.
Oakbank Tax Services Tax School Masterclass
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.
Our Tax School is typically structured as follows:
Program Format (General Structure)
Multi-week series launching in January
Approximately 14 structured sessions
Live instruction delivered three times per week
Each session includes:
60–90 minutes of focused teaching
Live Q&A with our tax experts
Sessions generally run up to 2 hours total
Classes are delivered live, with recordings typically made available for students who are unable to attend in real time.
More details — including finalized dates, registration information, and updated course content for the 2026 tax year — will be released soon.
Download the PDF below for complete program details, including course content, the full agenda and pricing.
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.