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Tired Of Going Broke After Every Tax Season?
Are you tired of going broke after every tax season? Do you want to keep money coming in the entire year after tax season ends? If so, I have the perfect solution.
This 3 in 1 Course Could Change Your Life!
How To Become A Tax Professional
In this tax professional course typically covers a wide range of topics and skills necessary to become proficient in preparing tax returns for individuals and small businesses. The specific content of the course may vary depending on the institution or program you choose, but here are common topics and skills you can expect to learn in a tax preparer course in the curriculum below.
How To Open Your Own Tax Office
Setting up your own virtual office involves several steps, and it can vary depending on your specific needs and goals. This course gives you a guide to open your very own virtual tax office so that you can run your business from any location.
How To Create Any Business from Scratch
This business start-up course can provide aspiring entrepreneurs with the basic knowledge and skills necessary to start any business from scratch. From obtaining a EIN, picking a business name, registering a business with the state, to obtaining a virtual address, how to open a business account & the essentials of having a email and website etc. This course will help you learn the basics to successfully launch a new business venture.
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Course curriculum
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1First Section
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About Us!
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About me!
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My Story!
- Introduction Free Preview
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Pre-Season Tax Professional Check List
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Client Document Check List
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2Module 1. Why Tax Preparation?
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High Income Potential
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Fast Track Career
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Basic Skills
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Stability
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Flexibility
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Lucrative
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Little To No Experience
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Have A Purpose(Feel Fulfilled)
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Why Tax Preparation Recap
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Quiz 1.
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Quiz 2.
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Quiz 3.
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Quiz 4.
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Quiz 5.
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3Module 2. Introduction To Tax Preparation
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(Basics) Tax Law & Tax Preparation
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Tax Law
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Tax Preparation
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What Is Tax Preparation?
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What Does A Tax Preparer Do?
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Credential Tax Preparers (3) Types
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Certified Public Accountant (CPA)
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Enrolled Agent (EA)
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Tax attorney
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Non-Credentialed Tax Preparers
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Quiz 1.
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Quiz 2.
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Quiz 3.
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Quiz 4.
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Quiz 5.
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4Module 3. How To Create A Business Name
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(The 8 Golden Rules To Naming Your Business). Make Sure Your Business Name Is Easy To Pronounce And Remember.
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Avoid Strange Spelling
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Simple Is Always Better
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Unique and Unforgettable
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Use A Name That Conveys Some Meaning
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Don't Choose A Name That Limits Your Company
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Ask for Feedback
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Conduct A Business Name Search
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Quiz 1.
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Quiz 2.
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Quiz 3.
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Quiz 4.
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Quiz 5.
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5Module 4. How To Create A EIN ( Employer Identification Number)
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What Is A EIN?
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You Should File For A EIN If Your Business Does The Following
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EIN Checklist
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How To Apply For A EIN
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Quiz 1.
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Quiz 2.
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Quiz 3
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Quiz 4.
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Quiz 5.
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6Module 5. How To Create A PTIN (
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PTIN Application CheckList
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How To Apply For A IRS PTIN
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How To Apply For A IRS PTIN ( Play By Play)
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Quiz 1.
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Quiz 2.
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Quiz 3.
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Quiz 4.
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Quiz 5.
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7Module 6. How To Create A EFIN (
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How To Create A EFIN Check List
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How To Get A EFIN Step By Step Play
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Quiz 2.
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Quiz 3.
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Quiz 4.
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Quiz 5.
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8Module 7. How To Legitimize A Business Name
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Where Do You Register Your Business?
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Check for Existing Names Before You Register
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Why Your Business Name Is So Important. Your Business Name Will Appear Everywhere
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How Do I Register My Business Name With The State.
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Business Structure, Ownership, Liability, Taxes
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How Do I Register My Business With The Secretary of State Step By Step
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Quiz 2.
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Quiz 3.
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Quiz 5.
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9Module 8. How To Open A Business Account
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Steps To Opening A Business Bank Account
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8 Reasons Why You Should Open A Business Checking and Savings account
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1st Step To Opening a Business Checking & savings Bank Account
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Things You'll Need To Open Your Business Account
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Quiz 1.
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Quiz 2.
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Quiz 3.
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Quiz 4.
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Quiz 5.
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10Module 9. How To File Business Taxes
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What Are Business Taxes
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There Are 5 General Types of Business Taxes
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What Is Income Tax
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What Is A Estimated Tax
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Self- Employment Tax
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Employment Taxes
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Excise Tax
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File Your Business Tax( Step By Step)
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Quiz 2.
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Quiz 3.
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Quiz 4.
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Quiz 5.
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11Module 10. How To Get A Virtual Address
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What Is A Virtual Address?
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Why A Virtual Address Is So Important
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A Virtual Address Provides
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Steps To Get A Virtual Address
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Quiz 2.
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Quiz 3.
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Quiz 4.
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Quiz 5.
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12Module 11. How To Get A Business Number
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What Is A Business Phone Number
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Why Should I Get A Business Phone Number
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How Do I Get A Business Phone Number
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Quiz 2.
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Quiz 3.
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Quiz 4.
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Quiz 5.
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13Module 12. Different Software/ Mobile Apps
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What Is Tax Professional Software
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Most Tax Software For Tax Professionals Have One of Two Types
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Some of The Most Common Features Seen On Both Form-Based and Interview-Based Software Include:
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Tax Software Features
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How Much Does Tax Software Cost
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Demo of Software/Mobile Software
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Top Tax Professional Software
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How Do I Download & Install Tax Software
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Quiz 2.
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Quiz 3.
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Quiz 4.
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Quiz 5.
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14Module 13. 3rd Party Banks/ Bank Product
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What Is A Bank Product or 3rd Party Bank
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Do I Need To Use A Bank Product
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How Does Bank Product Work
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What Are The Most Popular Bank Programs
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4 Reasons You Should Offer Bank Product To Your Clients
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How To Get Started With Bank Products
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Popular Bank Products
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(Recap) Bank Product 3rd Party Bank
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Quiz 5.
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15Module 14. Client Marketing/ Sphere of Influence
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Client’s Marketing
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How Do I Get Client’s?
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What Is The Spare of Influence?
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What Should I Know About My Spare of Influence
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You Have Just Increased Your Client Database
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Quiz 5.
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16Module 15. Leveraging Social Media
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Leveraging Social Media Guide
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Strategies For Getting Clients
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Leveraging Social Media Platforms To Get Clients.
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The Advantages of Utilizing Systems
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How To Approach Clients While Out Running Errands With Flyers or And Business Cards?
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Using Apps For Editing Post
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Leveraging Social Media Kit
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Quiz 5.
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17Module 16. 5 Credits That Can Help Increase Your Tax Refund
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5 Tax Credits That Can Help Increase Your Tax Refund
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What Are Tax Credits?
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Earned Income Tax Credit
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Child & Dependent Care Credit
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American Opportunity Tax Credit
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Lifetime Learning Credit
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Savers Tax Credit
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Tax Credits In a Nutshell
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Quiz 5.
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18Module 17. Standard Deduction (2) Types
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What Are Standard Deductions
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What Are The (2) Standard Deductions
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Standard deduction Amount 2022 Tax year Table
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Standard Deductions Can Increase With Certain Disaster Losses
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Standard Deductions In A Nutshell
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Quiz 5.
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19Module 18. Common Mistakes Made In Tax Preparation
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Missing or Inaccurate Information
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Name Misspelled
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Social Security Number Errors
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Information Transferred
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Missing Tax Credits or Deductions
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Inaccurate Account Numbers
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Common Mistakes Can Be Avoided With A Little Extra Time & Attention
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Quiz 3.
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Quiz 4.
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Quiz 5.
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20Module 19. Tax Preparation/ Input of Forms
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CLIENT TAX PREPARATION QUESTIONNAIRE OR TAX CLIENT INTAKE FORM
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CLIENT ENTRY
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W-2 ENTRY
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SCHEDULE B
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SCHEDULE C /SELF EMPLOYMENT
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SCHEDULE D
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SCHEDULE E
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DEPENDENT CARE EXPENSES(2441)
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AMERICA OPPORTUNITY CREDIT/ SCHOOL CREDIT (1098-T)
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HEALTH INSURANCE (8962 & 8965)
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FIRST TIME HOMEBUYER REPAYMENT (5405)
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BUSINESS USE OF HOME (8829)
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IP PIN IDENTITY PROTECTION
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DUE DILIGENCE (8867)
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MOVING EXPENSES
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APPLICATION FOR EXTENSION (4868)
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CONGRATULATION ON COMPLETEING THE TAX PREPARATION COURSE!
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New Lesson
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21Module 20. The Importance of Having A Business Email Address & Website
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Why Should I Get A Business Email Address & Website
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Quiz 1.
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Quiz 2.
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Quiz 3.
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Quiz 4.
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Quiz 5.
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22Module 21. Why A (P & L Statement) Profit & Loss Statement Is Essential For Your Business To Be Successful
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What is a Profit & Loss Statement
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Why Is it Essential For Your Business To Have A Profit & Loss Statement
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There Are 3 Key Components of A Profit & Loss statement
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How To Write Out A Profit & Loss Statement
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Profit & Loss Example
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Avoid Common Accounting Mistakes
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How To Create A Profit & Loss Statement. Step By Step In Quickbooks
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Quiz 1.
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Quiz 2.
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Quiz 3.
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Quiz 4.
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Quiz 5.
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23A List of Important IRS Contact Numbers You Should Have
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IRS Contact Numbers
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