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Module 1 - Tax Law Basics

You will learn..

  • Tax law basics
  • How tax returns work
  • Industry standard language

Module includes:

  1. Introduction to Tax Preparation
  2. Wages and Tips
  3. Schedule B
  4. Schedule C & F
  5. Schedule D
  6. Retirement Income
  7. Schedule E
  8. Other Types of Income
  9. Occupational Adjustments
  10. 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:

  1. Itemized and Standard Deductions + Schedule A
  2. Non Refundable Tax Credits
  3. Other Taxes
  4. Refundable Credits and Payments
  5. Closing the Return
  6. 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:

  1. Understanding business entities
  2. Taxes in Accounting
  3. Business Financial Statements
  4. Business Property
  5. Schedule C 
  6. Form 1065
  7. Form 1120
  8. 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: 

  1. Basics of Business
  2. Basic Marketing Strategies
  3. How to Interview Clients
  4. Calculating Your Fees
  5. Presenting Yourself As The Expert
  6. Ethical Requirements of Tax Preparation
  7. Advanced Marketing Strategies (social media and beyond)
  8. Using The Right Tools