Welcome to LMS Success U
Location 3800 Hopper Rd., Houston, TX, 77093

TAX SOFTWARE SALES ARE NOW GOING ON. Click here QuickBooks Online :- July 9-11, 10-4pm Pre-Register Now IRS Basic Tax CE (15 hrs) :- July 16-18, 10-4pm Pre-Register Now


Sam A. Paiz


Taught by Sam A. Paiz, approved instructor and owner of LMS Success U. You can contact Sam at his email: support@lmsservices.com


  • Start : Must Pre-Register (No walk-ins will be accepted)
  • Shift : 10 AM to 4 PM

Course Description

As we all know, federal tax law and tax return preparations can be complicated, and this is where you come in as a tax preparer to assist the taxpayers during the filing process. Our 3-day course gives you the solid foundation you need to confidently stand out as a professional. Learn a new skill––and earn an income with it! Beginning with a basic understanding of tax law, our instructors will introduce you to Form 1040 and how it all works. Earn 15 credit hours/continued education.

Course Objectives

  • Understand how Federal Tax Law applies to individuals
  • Learn the keys to conducting a successful taxpayer interview
  • Understand how to accurately and thoroughly complete the filing process
  • Become knowledgeable in the correct process of completing and filing all the appropriate forms and attachments
  • Understand how to properly advise your clients in all related tax matters:
    • Capital gains and losses Standard deduction and itemized deductions
    • Filing Status determination
    • Credits (e.g. Child and Dependent Care Credit, Earned Income Tax Credit, Education Credits, Saver’s Credit, and Child Tax Credit)
    • Income (e.g. employee compensation, interest, dividends, alimony, retirement, unemployment compensation, Social Security benefits, and other types of income)


How much does the Basic Tax Preparation course cost?

Our 3-day Basic Tax Preparation is $350 For Members | $500 For Non-Members.
No. To become a tax preparer and as a first year, you are required to take these following courses to become approved as one:
  • Basic Tax Preparation
  • Advanced Tax Preparation
  • Intro to Ethics: An Introduction to Ethics and Professional Tax Return Preparation
If you sign up online, we will send you a confirmation email which guarantees your seat in the class. Just arrive to class, receive your student handbook, and have a seat. The instructor teaches and demonstrates Basic Tax Preparation on a large projection screen and will answer specific questions after each section. If you would like, you can even bring your laptop. At the end of the 3-day course, you will receive a certificate of completion.
No. We teach the class “seminar-style.” This means that all the important info you need will be provided in your student handbook. Most students will write notes in their handbook. Our method ensures that you will learn more material with the smallest investment. However, we do provide our students laptops if needed.
Yes. You can get a refund upon cancellation.
Absolutely not. And you don’t even need experience in tax work either. Most students at LMS Success U has had little to no previous experience in tax work.
If you’ve finished at least two years of high school, you have probably had enough formal education to enable you to complete our Tax Preparation courses to enable you to successfully establish your own thriving tax practice. As far as math is concerned, thanks to the calculator, basic arithmetic skills are not necessarily needed anymore but a good skill nonetheless to have.
To initially train tax providers, IRS does not approve or accredit courses. However, the IRS does approve of CE providers which LMS offers a Continuing Education program for returning tax preparers.
Don’t worry! We will apply your credit to another class of your choice.
We do allow you to split days across different classes if necessary which will then be added to your credit without being charged an extra amount. However, for you to actually complete the course and receive your certificate of completion, you MUST attend all three days to receive credit. Call our office at (281) 977-6572 to speak to a representative.
Yes. Please call a representative at (281) 977-6572 to set this up.