Module 1 - Tax Law Basics
You will learn..
- Tax law basics
- How tax returns work
- Industry standard language
Module includes:
- Introduction to Tax Preparation
- Wages and Tips
- Schedule B
- Schedule C & F
- Schedule D
- Retirement Income
- Schedule E
- Other Types of Income
- Occupational Adjustments
- Retirement, Educational, and Other Adjustments
Module 2 - Completing a 1040
You will learn..
- How to complete a 1040 (live and recorded in-depth trainings)
Module includes:
- Itemized and Standard Deductions + Schedule A
- Non Refundable Tax Credits
- Other Taxes
- Refundable Credits and Payments
- Closing the Return
- Due Diligence Requirements
Module 3 - Corporate Taxes and Forms (coming June 2023)
You will learn…
- Business forms and entities
- Schedule C
- Standard corporate tax forms such as 1120, 1120S, 1065, and more
Module includes:
- Understanding business entities
- Taxes in Accounting
- Business Financial Statements
- Business Property
- Schedule C
- Form 1065
- Form 1120
- Form 1120S
Module 4 - Basic and Advanced Marketing for Tax Professionals (coming September 2023)
You will learn…
- How to market yourself and your business
- The basics of business advertising for tax preparers
- Using 21st century technology to attract and monitor customers
Module includes:
- Basics of Business
- Basic Marketing Strategies
- How to Interview Clients
- Calculating Your Fees
- Presenting Yourself As The Expert
- Ethical Requirements of Tax Preparation
- Advanced Marketing Strategies (social media and beyond)
- Using The Right Tools