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LGM Tax Prep University
COURSE INTRODUCTION
Welcome to the LGM Tax Prep University
Meet Your Tax Coach
How to Contact Your Tax Coach
Course Overview & Objectives
MODULE 1.2 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
Completing a Tax Course (8:22)
Obtain Your PTIN (Preparer Tax ID Number) (4:02)
Due Diligence Training Module (IRS website) (2:16)
AFSP / CE Courses (3:33)
Resources
Module 1.2 Practice Quiz
Module 1.2 Class Recording (82:36)
MODULE 2 - CUSTOMER SERVICE & ETHICS FOR A TAX PREPARER
Customer Service in the Tax industry (8:23)
Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer (3:25)
Who Can Practice Before the IRS? (11:37)
Due Diligence & Record Keeping (13:55)
Understanding Tax Laws & Regulations
Important Tax Deadlines (3:06)
Resources
Module 2 Practice Quiz
Module 2 Class Recording (85:49)
MODULE 3 - INTRODUCTION TO TAX PREPARATION
Introduction to Tax Preparation
Filing Statuses (10:36)
Dependents - Qualifying Child vs Qualifying Relative (15:42)
Who Must File a Tax Return? (8:08)
Finding Tax Forms & Publications
Resources
Module 3 Practice Quiz
Module 3 Class Recording (103:26)
MODULE 4 - INDIVIDUAL TAX RETURNS
Intro on Federal Individual Income Taxes
Overview on Paper and Electronic Filing Methods
Form 1040 (21:28)
Tax Schedules that attach to Form 1040 (30:03)
Standard vs Itemized Deductions (11:02)
Tax Credits and Deductions
Amending a Tax Return (13:45)
Resources
Module 4 Practice Quiz
Module 4 class recording (148:09)
MODULE 5 - TYPES OF INCOME & FORM BREAKDOWNS
The W-2 Form (3:56)
1099 Forms (17:12)
The W-4 Form (4:08)
1098 Forms (6:07)
Resources
Module 5 Practice Quiz
MODULE 6 - SMALL BUSINESS TAX RETURNS
Overview of Small Business Tax Returns (Schedule C) (38:30)
Resources
Module 6 Practice Quiz
MODULE 7 - TAX LAW UPDATES
Overview of Tax Law Changes
2023 Tax Law Updates (36:34)
2022 Tax Law Updates (39:46)
MODULE 8 - MARKETING
Building Your Clientele and Developing Your Practice
Marketing & Resources (17:04)
New FINCEN Process (11:03)
PRACTICE RETURNS (1-5)
Practice Return Overview
Practice Return 1
Practice Return 2
Practice Return 3
Practice Return 4
Practice Return 5
PRACTICE RETURNS (6-10)
Practice Return 6
Practice Return 7
Practice Return 8
Practice Return 9
Practice Return 10
PRACTICE RETURNS (11-15)
Practice Return 11
Practice Return 12
Practice Return 13
Practice Return 14
Practice Return 15
PRACTICE RETURN (16-20)
Practice Return 16
Practice Return 17
Practice Return 18
Practice Return 19
Practice Return 20
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