Entry Level Tax Preparation Course
Master the basics of tax preparation with our fully online course, designed to help you confidently complete most 1040 and Schedule C (small business) tax returns.
Course curriculum
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WELCOME!!!
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Lesson 2.1: Ethics and the Circular 230
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Lesson 2.2 Fee Structures
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Lesson 2.3: Understanding Circular 230
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Lesson 2.4: Handling Client Confidentiality
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Lesson 2.5: Managing Conflicts of Interest
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Lesson 2 Quiz
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Unit 3 Objectives & Resources
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Lesson 3.1: Understanding the 1040
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Lesson 3.2: Schedules of the Tax Return
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Lesson 3.3: 1040SR
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Lesson 3.4: the Third Party Designee
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Lesson 3.5: Gathering Taxpayer Documents
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Tax Preparation Checklist
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Lesson 3.6: Determining Filing Status
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Unit 3 Quiz
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Lesson 4.1: Conducting the Taxpayer Interview Overview
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Lesson 4.2: Probing Questions for Returning Clients
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Lesson 4.3: New Client Interview
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Lesson 4.4: Due Diligence
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Due Diligence Videos
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Tax Preparer Toolkit
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Unit 4 Quiz
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Lesson 5.1: Income
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Lesson 5.2: Income From Wages & The W2
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Lesson 5.3: Reporting Income on the 1040
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Lesson 5.4: Additional Income (Schedule 1 Part I)
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Lesson 5.5: Adjustments to Income (Schedule 1 Part II)
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Understanding the Schedule 1
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Unit 5 Quiz
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About this course
- $199.00
- 71 lessons
- 8 Practice Tax Returns
Limited Time Sale
Price reduction from $499 to $199 available until August 31, 2024.
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Unlock Your Tax Prep Skills and Grow Your Career!
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Comprehensive Training: Learn to complete 1040 and Schedule C tax returns with 10 detailed units and 8 practice tax returns.
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Flexible Learning: Access the course materials online for a full year, allowing you to study at your own pace without any set start date.
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Special Offer: Enroll for a limited-time price of just $199, making this an affordable way to enhance your tax preparation skills and expand your services.