COURSE INTRODUCTION
MODULE 1 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
MODULE 2 - CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER
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Customer Service in the Tax industry (8:23)
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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? (11:41)
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Due Diligence & Record Keeping (13:56)
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Understanding Tax Laws & Regulations
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Important Tax Dates & Deadlines (3:06)
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Module 2 - Important Resources
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Module 2 - Practice Quiz
MODULE 3 - INTRODUCTION TO TAX PREPARATION
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Introduction to Tax Preparation
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Overview on Paper and Electronic Filing Methods
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Filing Statuses & Requirements (10:36)
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Dependents - Qualifying Child vs Qualifying Relative (15:42)
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Who Must File a Tax Return? (8:08)
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Finding Tax Forms & Publications
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Module 3 - Important Resources
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Module 3 - Practice Quiz
MODULE 4 - INDIVIDUAL TAX RETURNS (THE 1040 FORM)
MODULE 5 - TYPES OF INCOME & COMMON TAX FORMS
MODULE 6 - SMALL BUSINESS TAX RETURNS (THE SCHEDULE C)
MODULE 7 - TAX LAW CHANGES & UPDATES
MODULE 8 - MARKETING YOUR TAX BUSINESS
PRACTICE RETURNS (1-5)
PRACTICE RETURNS (6-10)
PRACTICE RETURNS (11-15)
PRACTICE RETURNS (16-20)
COURSE CONCLUSION
