TAX TRAINING COURSE 2025

CLASS WILL START AUGUST 15 2025

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