TAX TRAINING COURSE 2026

CLASS WILL START July 1, 2026

70/30 split

requires own efin

if no efin by January 1, 2027 will be 50/50 split

CLASS WILL MEET ONCE WEEKLY ON TUESDAYS AT 7PM CST FOR TAX CLASS AND INFORMATION ON HOW TO PROPERLY PREPARE TAXES

YOU CAN ONLY MISS UP TO 2 DAYS OF CLASS WHICH YOU MUST EMAIL AND MAKE AWARE OF THIS MISSED DAY BY SENDING EMAIL TO INFO@CONSULTBJA.COM

IF YOU PLAN TO JOIN MY TEAM. THE SPLIT FOR COMMISION IS 50/50 EXAMPLE YOUR FEE 1000$ I GET 500$ YOU GET 500$

PAYDAY IS WEEKLY ON FRIDAYS

MUST GET YOUR PTIN 20$ ASAP TO BE IN MY TEAM

MODULE 1: Tax Preparation Foundations

What You’ll Learn:

• What is the IRS & how the tax system works
• Taxpayer Filing Requirements & Deadlines
• Key IRS Forms: 1040, W-2, 1099, Schedule C, Schedule A
• Filing Statuses: Single, HOH, Married, etc.
• Dependent Rules & Taxpayer Identification Numbers

✅ By the end of this module, you'll be able to explain tax basics and select the correct filing status.

MODULE 2: Income & Wages

What You’ll Learn:

• Taxable vs. Non-Taxable Income
• Wages (W-2), Self-Employment (1099), and Other Income Sources
• Unemployment, Retirement, & Social Security Income
• Dividend & Investment Reporting

✅ You’ll be able to identify and report all income types correctly on a tax return.

MODULE 3: Deductions, Credits & Tax Advantages

What You’ll Learn:

• Standard Deduction vs. Itemizing
• Earned Income Credit (EITC)
• Child Tax Credit, Education Credits, Dependent Care Credit
• Business Deductions (Mileage, Home Office, etc.)
• Credits vs. Deductions: Which saves more?

✅ You’ll know how to reduce your client’s tax liability legally using credits and deductions.

MODULE 4: Self-Employment & Small Business Taxes

What You’ll Learn:

• When someone needs to file a Schedule C
• Common Write-Offs for Freelancers & Small Businesses
• Quarterly Estimated Payments
• How to calculate net profit & self-employment tax

✅ You’ll confidently complete Schedule C returns and explain write-offs.

MODULE 5: Tax Software, E-Filing & Compliance

What You’ll Learn:

• Overview of top tax software (TaxSlayer, Drake, ProSeries, etc.)
• How to e-file returns and provide bank products (if applicable)
• What is an EFIN & PTIN and how to get them
• IRS Due Diligence Rules for Preparers
• Client Intake & Recordkeeping Best Practices

✅ You’ll know how to legally file taxes for others and stay compliant with IRS rules.

MODULE 6: Real-World Scenarios & Practice Returns

What You’ll Learn:

• Hands-on: Practice preparing mock tax returns
• Common Errors & How to Avoid Them
• How to handle IRS letters, rejected returns, and amended returns
• Client communication & ethics

✅ You’ll build confidence through real-life tax return examples.

🎓 Bonus Materials (Optional Add-Ons):

• Tax Preparer Marketing Guide
• How to Start Your Own Tax Business
• Tax Season Checklist & Organizer
• Taxpayer Intake Forms
• State Return Filing Basics

💼 Who This Course is For:

• Beginners wanting to learn taxes for themselves or others
• Aspiring tax preparers or seasonal workers
• Entrepreneurs wanting to add tax services to their business
• Financial coaches or credit repair specialists looking to expand