Welcome to the Exact Tax Academy! This Tax Preparation Course is crafted to equip you with the essential knowledge, tools, and skills to meet IRS requirements. You will gain a foundational understanding of tax law and practice, while also exploring the rules and regulations necessary for preparing Federal Individual Income and Small Business Tax Returns for the general public. Upon completion, participants will possess the skills and confidence to: prepare various individual and small business tax returns, address taxpayers' inquiries, and research tax issues, laws, and publications.
Course Syllabus:
COURSE INTRODUCTION
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MODULE 1 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
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MODULE 2 - CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER
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- Customer Service in the Tax industry (8:01)
- Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer (3:25)
- Who Can Practice Before the IRS? (11:41)
- Due Diligence & Record Keeping (13:56)
- The Interview Process & Client Intake Form
- Important Tax Dates & Deadlines
- Test Your Knowledge!
MODULE 3 - INTRODUCTION TO TAX PREPARATION
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MODULE 4 - INDIVIDUAL TAX RETURNS (THE 1040 FORM)
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MODULE 5 - TYPES OF INCOME & COMMON TAX FORMS
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MODULE 6 - SMALL BUSINESS TAX RETURNS (THE SCHEDULE C)
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MODULE 7 - TAX LAW CHANGES & UPDATES
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MODULE 8 - MARKETING YOUR TAX BUSINESS
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PRACTICE SCENARIOS (1-5)
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PRACTICE SCENARIOS (6-10)
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COURSE WRAP-UP
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