COURSE INTRODUCTION
MODULE 1 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
MODULE 2 - CUSTOMER SERVICE & ETHICS FOR A TAX PREPARER
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Customer Service in the Tax industry
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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? (11:37)
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Due Diligence & Record Keeping (13:55)
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Office of Professional Responsibility
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The Interview Process & Client Intake Form
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Important IRS Tax Dates
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Test Your Knowledge!
MODULE 3 - INTRODUCTION TO TAX PREPARATION
MODULE 4 - INDIVIDUAL TAX RETURNS (THE 1040 FORM)
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Federal Individual Income Taxes
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The Different Types of Taxes
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Standard vs Itemized Deductions
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Introduction to IRS Form 1040
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Tax Schedules that attach to Form 1040 (30:03)
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Tax Credits and Deductions
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The Most Common Tax Return Issues (Reject Codes) & Form 1095-A explained
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Amending a Tax Return
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Test Your Knowledge!
MODULE 5 - TYPES OF INCOME & FORM BREAKDOWNS
MODULE 6 - SMALL BUSINESS TAX RETURNS (THE SCHEDULE C)
MODULE 7 - TAX LAW CHANGES & UPDATES
MODULE 8 - MARKETING YOUR TAX BUSINESS
