This Tax Preparation Course is crafted to equip you with the essential knowledge, tools, and skills needed to meet IRS requirements. You will gain a foundational understanding of tax law and practice, as well as insight into the rules and regulations necessary for preparing Federal Individual Income and Small Business Tax Returns for the general public. Be prepared for a challenge, as this course will demand dedication and hard work from you! Upon completion, students will possess the skills and confidence required to successfully run their own tax office. Additionally, you will learn how to prepare a variety of individual and small business tax returns, address taxpayer inquiries, and research tax issues, laws, and IRS publications.
Course Curriculum:
COURSE INTRODUCTION
Available in
days
days
after you enroll
MODULE 1.1 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
Available in
days
days
after you enroll
MODULE 1.2 - BECOMING AN ERO (ELECTRONIC RETURN ORIGINATOR)
Available in
days
days
after you enroll
MODULE 2 - CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER
Available in
days
days
after you enroll
- Customer Service in the Tax industry (8:01)
- Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer (3:25)
- Who Can Practice Before the IRS? (11:41)
- Due Diligence & Record Keeping (13:56)
- The Interview Process & Client Intake Form
- Understanding Tax Laws & Regulations
- Important Tax Dates & Deadlines
MODULE 3 - INTRODUCTION TO TAX PREPARATION
Available in
days
days
after you enroll
MODULE 4 - INDIVIDUAL TAX RETURNS (THE 1040 FORM)
Available in
days
days
after you enroll
MODULE 5 - TYPES OF INCOME & COMMON TAX FORMS
Available in
days
days
after you enroll
MODULE 6 - SMALL BUSINESS TAX RETURNS (THE SCHEDULE C)
Available in
days
days
after you enroll
MODULE 7 - TAX LAW CHANGES & UPDATES
Available in
days
days
after you enroll
MODULE 8 - MARKETING YOUR TAX BUSINESS
Available in
days
days
after you enroll
PRACTICE RETURNS (1-5)
Available in
days
days
after you enroll
PRACTICE RETURNS (6-10)
Available in
days
days
after you enroll
COURSE WRAP-UP
Available in
days
days
after you enroll
Check your inbox to confirm your subscription