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Title: Introductory Tax Preparation Course
Level: Introduction - Learn "Do-It-Yourself tax Preparation"
Delivery Method:
Online Self-Study Course
4 - (2) hour Live Interactive Workshop sessions
3-Month access to Professional Tax Software
English | Bilingual | Spanish
Cost & Payment Options: 2 Payment options available
Payment Option 1:
Full tuition: $325
Payment Option 2:
2-Payment Plan:
Deposit $160 - Full Access
1- Payments – $165
Full Tuition made prior to 1st live class
Time Limit **There No Time Limit** to access and complete online course
Software Time Limit: 3-Month access to Professional Tax Software
The course is both Live Interactive and self-study. The course is taught using reading, homework assignments, class exercises, practice client interviews, and instructor workshop via Zoom.
3-Month access to Professional Tax Software
Our 2023 Tax Preparation Course is designed to give you the knowledge needed to fulfill IRS requirements and give you a basic understanding of tax law and practice to ensure you serve your clients with the highest quality. This study material has been organized to give line-by-line instructions for Form 1040.
English | Bilingual | Spanish
Chapter 1 – Due Diligence and Penalties
This chapter will cover tax preparer due diligence and penalties. When the taxpayer files a return with refundable credits the tax preparer needs to complete an accurate tax return.
Chapter 2 – Compiling Taxpayer Information
This chapter, the tax preparer will learn how to complete a detailed intake interview, example questions, collect taxpayer’s information needed to prepare an accurate tax return.
Sample questions are provided for each section of the tax return to help the student understand the importance of knowing the “how” to and “why” ask questions to gain the necessary information from the taxpayer.
Chapter 3 – Filing Status Dependents and Deductions
This chapter, offers a review filing status is used to determine filing requirements, standard deduction, correct tax, and taxpayer’s eligibility for certain credits and deductions.
What to Expect:
Chapter 4 – Income
This chapter, the tax preparer will learn to distinguish the different types taxable and nontaxable income, show you where and how to report them on the professional tax return, including:
What to Expect:
Chapter 7 – Payments and Tax Credits
This chapter, the preparer will learn two types of credits: nonrefundable, which cannot reduce tax liability below zero, and refundable, which can reduce tax liability below zero, resulting in the need for a refund.
What to Expect:
Chapter 8 – Itemized Deductions
This chapter, the preparer will learn whether to itemize deductions or use the standard deduction and should choose whichever option is best for their tax situation.
What to Expect:
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