Experience Day One of our Hybrid 3-Week Proprietary Essentials of Tax and Business Federal Class. Students have the option to earn 12-18 Continued Education hours upon completion.
Topics Include: Business Registration | Ethics Circular 230 | Determining Withholding | Due Diligence | IRS Penalties | Child Tax Credit | Education Credits | A.C.E Schedules | Marketing Automation Tools | Data Security | Debt Cancellation + General Business
Results: You will learn all the requirements needed to become an IRS Registered and Paid Tax Professional for the upcoming tax season.
In the Income Tax World anyone can pay a fee with the IRS to be granted the right to charge for preparing Income Tax Returns.
To effectively prepare multiple types of returns and get paid well for those services, having Tax Education is a must. The first designation that allow the IRS to recommend you as a Preparer that believes in staying up to date with new tax laws and continued education is becoming an AFSP. The Annual Filing Season Program allows you to communicate with the IRS regarding tax files that you have prepared and filed for that year. Without the AFSP title the IRS will not include you on their website database to be found locally to new clients and will not work with you to handle tax matters for your clients.
Start a Thriving Tax Business with Zero Experience
JOIN US JULY 20th!
Inclusive Tax Academy is opening the doors to an exciting 3-Week Hybrid/Live Experience for new Tax Business Owners.
Attendees we will go through eight modules from creating a fundable Financial business to applying tax law for families and businesses. Throughout the course students will create their Client Intake forms, Email Campaigns, and collect data through lead automation CRM systems.
Topics Include: 1040 | Business| Personal Development | Advertising | Tax Software | Leadership | Sales | UpSelling
If you enjoy the hybrid approach to learning - Self-Study, Live Virtual Classes, Recorded Live Classes, and In-Person classes, the Inclusive Tax Academy may be exactly what you need to get you processing faster and with the tools you need to do more, with more. More meaning community. Not only will you learn 1040 Tax Law, but you will also gain annual memberships to a CRM, client intake forms, email marketing subscription, and SEO ready link/landing pages.
AFSP 5-Day Live BootCamp. Experience of Ethics and Federal Tax Law and Updates class is what you need when you like to learn in a high-energy vibrant environment. Students will engage and interpret the coursework with others, building a community. have the option to earn 12-18 Continued Education hours upon completion.
Topics Include: Ethics Circular 230 | Schedule C | Schedule E | Schedule F | Depreciation | Compiling Taxpayers Information | and Tax Updates
Results: After testing, you will gain the privilege to represent your clients before the IRS, answer tough questions, and get paid more.
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.
