COURSE INTRODUCTION
MODULE 1- BECOMING A REGISTERED TAX PREPARER WITH THE IRS
MODULE 2 - CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER
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Customer Service in the Tax industry (8:23)
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Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer (3:25)
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Who Can Practice Before the IRS??? (11:41)
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Due Diligence & Record Keeping (13:56)
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The Interview Process & Client Intake Form
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Understanding Tax Laws & Regulations
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Important Tax Dates & Deadlines (3:06)
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Important Resources (0:09)
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Module 2 Practice Quiz
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Module 2 Class Recording - 10/30/2024 (142:42)
MODULE 3 - INTRODUCTION TO TAX PREPARATION
MODULE 4 - INDIVIDUAL TAX RETURNS
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Introduction on Federal Individual Income Taxes
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Form 1040 Overview (21:28)
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Tax Schedules that attach to Form 1040
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Standard Deduction vs Itemized Deductions (11:02)
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Tax Credits and Deductions
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Amending a Tax Return (13:47)
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Module 4 -Important Resources (0:08)
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Module 4 Practice Quiz
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Module 4 Class Recording - 11/13/2024 (104:18)
MODULE 5 - TYPES OF INCOME & FORM BREAKDOWNS
MODULE 6 - SMALL BUSINESS TAX RETURNS
MODULE 7 - TAX LAW UPDATES
MODULE 8 - MARKETING YOUR TAX BUSINESS
MODULE 9 - TAX SOFWARE TRAINING: TAX SLAYER PRO
PRACTICE RETURNS (1-5)
PRACTICE RETURNS (6-10)
PRACTICE RETURNS (11-15)
PRACTICE RETURNS (16-20)
