To successfully assist taxpayers in satisfying their tax responsibilities, you must understand tax law and the tools available to assist you in preparing and filing accurate individual income tax returns.
A tax return is accurate when tax
law is applied correctly and it is free from error based on your interview of the
taxpayer, the taxpayer’s supporting documentation, and a completed Form
1040, Intake/Interview & Quality Review Sheet.
Foundations of a Tax Preparer
Practicing Your Due Diligence
The Overview of a 1040
Who's Filing Anyway
Sources of Income
Gains & Interest
Taxes & Tax Penalties
Refundable & Non-Refundable Credits
PII & Data Security
Self Paced Modules
CE or no CE hour tax law
1-on-1's in our private Social Network
It's time to start to think like your client. They will drop off their paperwork and within two hours they will begin to call, send text message, send emails, send DMs, etc. How will you handle it?
Your client may be enticed to learn that they can receive upwards of $6000 but is it in their best interest? Ask probing questions to determine the underlining issues before you proceed.
Your client will always have questions that are outside of your initial tax training and that is okay. You now have a support network to ask question and get clarity before you respond to the client.
Learn daily, engage, market, and love your choice. You decided to become a knowledgeable Income Tax Preparer and are on your way to becoming a Great Tax Professional.
Join our Learning Facebook Tax Group
Our Course Instructors will contact you for details and clarification. We’ll be glad to help you find the best course for your needs.