PH VA TAX COLLECTIVE
Become a US Tax VA. Get paid in dollars.
Specialized virtual assistant training for Filipinos who want to work with US tax firms — the same systems, tools, and standards used inside a real American tax practice. No tax background required.
You won't just learn theory. You'll master the exact software tools international clients use every day—including calendar management, project management systems, client communication, automation, and productivity platforms.
Most VA courses teach you
to be replaceable.
Calendar management. Inbox cleanup. Social media scheduling. Every VA in the Philippines is trained on the same generic stack and then priced against every other VA who learned exactly the same thing.
Tax is different.
US tax firms need help year-round. They need people who understand deadlines, forms, and confidentiality. And they cannot hand that work to someone who has never seen a 1040.
That’s why tax VAs get retained, not rotated. This course teaches the specialization. Not the commodity.
Built for the Filipino
who’s ready for the next thing.
BPO agents tired of night shifts, tired of the ceiling, ready to work directly with international clients.
General VAs who want to stop competing on price and start competing on skill.
Career shifters with no tax background at all. Module 4 assumes you know nothing. That’s on purpose.
This is not for someone looking for a shortcut. It’s for someone willing to learn a real skill that a US firm will pay real money for.
What actually changes
Real situations. Real work. Real clients.
| BEFORE | AFTER |
|---|---|
| Working night shifts with no clear ceiling and no career path. | Working with US tax firms on a schedule built around US business hours — and paid in dollars. |
| Sending out generic VA applications that look like everyone else’s. | Applying as a specialist who can name the forms, the deadlines, and the workflows a tax firm runs on. |
| Freezing when a client mentions a 1040, a Schedule C, or an 8879. | Knowing exactly what those are, where they sit in the workflow, and what your job is when they land in your inbox. |
| Wondering whether you’re even allowed to get paid by a US company. | Understanding the W-8BEN — the form that lets a US client legally pay you. |
| Learning tools from YouTube tutorials made for nobody in particular. | Learning the actual SOPs a working US tax firm uses with its own team. |
What actually changes
Real situations. Real work. Real clients.
[MODULE 1 TITLE]
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Working Inside a US Tax Firm
Time zones, file naming, inbox discipline, Microsoft Teams professionalism, and why confidentiality here is nothing like BPO. The unglamorous habits that decide whether a firm keeps you.
Project Management Tools
How work actually gets tracked, assigned, and measured inside a firm. Learn the system underneath and you can walk into any firm — ClickUp, Asana, Monday, Notion, or a shared spreadsheet — and know where the work lives, who owns it, and what “done” means.
US Tax Fundamentals
What a 1040 actually is. Why March 15 and April 15 hit differently. How a $500 receipt becomes a deduction. Entity types, the common forms, and the W-8BEN that lets your US client legally pay you.
Bookkeeping and Documents
Not a generic software tutorial. You’ll learn to sort, reconcile, and flag the way a real US tax firm expects you to — using Prisma Tax Group’s own SOPs.
A Day in the Life Inside Prisma Tax Group
Start of shift to end of day. Slow season to tax season. First client to filed return. What the job actually looks like — including how to write an end-of-day report a US tax preparer can read in ten seconds.
Slides teach the concept. Katherine walks you through the real thing.
Finish the course.
Earn the title.
Complete all six modules and you graduate as a USA Tax Administrative Support Professional — certified by PH VA Tax Collective, signed by Katherine Studley, President of Prisma Tax Group
That isn’t a phrase we invented for a landing page. It’s a job title. It’s what a US firm calls the person who keeps the practice running — the one who manages the client pipeline, the documents, the deadlines, and the workflows so the preparer can prepare.
Every certificate carries a unique ID and a QR code, so a hiring firm can verify it in seconds. Put it on your resume. Pin it to your LinkedIn. Attach it to your next application.
Let’s be clear about what this is — and what it isn’t.
This is a certificate of completion. It is not an academic degree, and we are not going to pretend otherwise.
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