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• 1

  Course Introduction

  • Meet Your Coach
  • Course Overview
  • Course Objective & Goals
• 2

  Module 1: The Business Basics - Registering with the IRS

  • Obtain Your PTIN
  • Business Setup and Legal Considerations
  • Brand and Marketing
• 3

  Module 2: Understanding the Tax Basics

  • Introduction to Taxation and Its Importance
  • Different Types of Taxes
  • Tax Terminology & Concept
  • Overview of Tax Preparation Process
  • Responsibilities of Tax Preparer
  • Module 1 Quiz
• 4

  Module 3: Due Diligence

  • Tie Breaker Rule
  • Due Diligence Training (IRS Website)
• 5

  Module 4: Gathering and Organizing Tax Documents

  • Identification of Essential Tax Documents
  • How to Maintain Organized Tax Records
  • Module 4 Quiz
• 6

  Module 5: Introduction to Ethics / Circular 230

  • General Scope of Circular 230
  • Section 10.2 Practice Before IRS
  • Section 10.22 Diligence As To Accuracy
  • Section 10.51 Incompetence and Disreputable Conduct
  • Section 10.34 Standards with Respect to Tax Returns, Documents, Affidavit and Other Paper
  • Module 5 Quiz
• 7

  Module 6: Federal Laws Income Tax

  • Federal Law Income Tax
  • Module 6 Quiz
• 8

  Module 7: Filing Status

  • Client Interview Pointers
  • Different Filing Statuses
  • Different Qualifying Test
  • Module 7 Quiz
• 9

  Module 8: Deductions and Credits

  • Understanding Tax Deductions
  • Common Tax Deductions
  • Tax Credits & Their Importance
  • Maximizing Deductions and Credits
  • Module 8 Quiz
• 10

  Module 9: Schedule A

  • Schedule A
  • Medical & Dental Expenses
  • State & Local Taxes
  • Home Mortgage Interest and Home Equity
  • Charitable Contributions
  • Federal Declared Disaster
  • Module 9 Quiz
• 11

  Module 10: Schedule C

  • Schedule C
  • Schedule C/Recordkeeping
  • Module 10 Quiz
• 12

  Module 11: Schedule C & Record Reconstruction

  • Schedule C & Record Reconstruction
  • Module 11 Quiz
• 13

  Module 12: Social Media Marketing

  • Social Media Marketing
• 14

  Module 13: Customer Service

  • Customer Service
  • Module 15 Quiz
• 15

  Tax Software Training & Practice

  • Tax Slayer Training
• 16

  Congratulations

  • You Did It