COURSE INTRODUCTION
MODULE 1.1 - STARTING UP YOUR TAX BUSINESS FROM SCRATCH
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Starting Up Your Tax Business (7:06)
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Choosing Your Business Name (5:32)
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Choosing Your Business Structure (18:27)
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Choosing Your Business Address (10:34)
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Create Your Business Email & Website (1:18)
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Registering Your Business (2:30)
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Obtain Your Federal & State Tax ID / EIN # (3:28)
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Open Your Business Bank Account (7:09)
MODULE 1.2 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
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Completing a Tax Course (8:20)
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The Role of a Tax Professional
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The Benefits of Becoming a Tax Professional
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How to Become a Tax Preparer
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Obtain Your PTIN (Preparer Tax ID Number) (4:01)
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Due Diligence Training Module (IRS website) (2:15)
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AFSP & CE (Continuing Education) Courses (3:33)
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Module 1 - Important Resources
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Module 1.2 - Practice Quiz
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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Understanding Tax Laws & Regulations
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Important Tax Dates & Deadlines (3:06)
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Module 2 - Important Resources
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Module 2 - Practice Quiz
MODULE 3 - INTRODUCTION TO TAX PREPARATION
MODULE 4 - INDIVIDUAL TAX RETURNS (THE 1040 FORM)
MODULE 5 - TYPES OF INCOME & COMMON TAX FORMS
MODULE 6 -Navigating Tax Forms & Schedules
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The 1040 - Form
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Schedule A (Medical & Dental, Taxes, Federally Declared Disasters)
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Tax and Interest Deductions on Schedule A
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Schedule A - Casualty and Theft Losses for Federally Declared Disasters
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Schedule B - Form
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Schedule D - Capital Gains and Losses
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Schedule E (Rental Property Income, Royalties)
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Schedule H – Household Employment Taxes
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Forms & Schedules Quiz
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Interest Income - Schedule B Overview
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Dividend Income - Schedule B Overview
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Schedule D - Form
MODULE 7- What is EITC , ACTC & AOTC?
MODULE 8 - SMALL BUSINESS TAX RETURNS (THE SCHEDULE C)
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Self-Employment Taxes
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Overview of Small Business Tax Returns (Schedule C) (38:28)
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Beneficial Ownership Information Reporting for Small Businesses (11:03)
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Schedule C – Business Information Section
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Schedule C - Income Section (Part I)
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Schedule C – Expenses Section
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Schedule C Quiz
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Module 8 - Important Resources
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Module 8 - Practice Quiz
MODULE 9 - TAX LAW CHANGES & IMPORTANT OFFICE ESSENTIALS
MODULE 10 - MARKETING YOUR TAX BUSINESS
MODULE 11 - TAX SOFWARE TRAINING - TAX SLAYER
PRACTICE RETURNS (1-5)
PRACTICE RETURNS (6-10)
PRACTICE RETURNS (11-15)
PRACTICE RETURNS (16-20)
COURSE WRAP-UP
***BONUS LESSONS***
Recordings
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Tax Law Training (100:18)
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Credits & Deductions (95:42)
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Schedule C - Profit & Loss (120:12)
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Schedule A Itemization & How to Read a Form 1040 (60:45)
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Software Training & Review Session (73:48)
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Due Diligence (86:50)
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Software Training & Review Session Part 2 (82:15)
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Software Training & Review Session Part 3 (57:04)
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A.I. Tax Training Class (106:06)
