▱ CLIENT FILE — TAX YEAR 2026
THE TAX PRO SIMULATION SERIES 01 / FILING STATUS
✦ YOUR TAX PRO ERA STARTS HERE
Can you think
like a Tax Pro?
Step into the hot seat. Meet your clients.
Connect the clues and make your call.
✦ ASK SMARTER✦ VERIFY THE FACTS✦ OWN YOUR ANSWER
THINK TIME60s
THE SFU HONOR ROLL
The Tax Pro Leaderboard 🏆
Completed attempts ranked by correct answers. Tied scores share a rank. Retakes appear as separate attempts. Top 100 shown.
| Rank | Tax Pro | Score |
|---|
THE INSTRUCTOR’S DESK
Make it a Tax Pro Hot Seat.
Give each participant 45–60 seconds to select an answer. Reveal it, invite someone to explain their reasoning, then discuss before advancing. Use the timer when ready; it pauses at zero without submitting an answer.
01
Find the deciding fact.
What fact determined the filing status?
02
Ask the next question.
What additional question would you ask the client?
03
Back it up.
What documentation would you request before filing?
Final-case bonus: award a discussion bonus to anyone who identifies the missing facts before guessing a status. The automatic score remains one point per case, out of 12.
BUILT FOR ACCURACY. TRAINED FOR EXCELLENCE.
“We ask questions, verify facts, document our decisions, and prepare accurate returns. That’s how we Level TF Up!”