The White Label Tax Academy

The white label tax academy brand as your own. If need branded for you, email info@crutchfieldtaxes.com with order# and allow 2-3 days for branding. This is canva version, if you want you want branded and put on a different platform GHL, Skool, or Teachable please DM for pricing. Can NOT be resold as your own, only rebranded for you and your team use. No MRR rights, only PLR.

Topics from Module 1-5

Module 1:Becoming a Registered Tax Preparer and Due Diligence

1. How to Obtain Your PTIN & Understand Your Responsibilities as a Tax Preparer
2. Circular 230 & IRS Code of Ethics
3. Due Diligence Compliance & Documentation
4. Practicing Before the IRS
5. Understanding Tax Laws: What Are Taxes
6. Complete your Due Diligence training here
7. MODULE 1 FINAL ASSESSMENT End of module exam

Module 2: Types of Income and Tax Credits/Deductions

1. Understanding Filing Statuses
2. Qualifying Dependents Qualifying Child vs Qualifying Relative
3. Understanding Types of Income
4. Income Adjustments
5. Understanding Tax Credits
6. Understanding Major Tax Credits
7. Understanding Tax Deductions
8. MODULE 2 FINAL ASSESSMENT End of module exam

Module 3: Understanding Form 1040 & Tax Schedules

1. Understanding Form 1040 & Tax Schedules
2. Reading Form 1040 Line-by-Line
3. Standard Deduction vs Itemized Deductions
4. Schedule A & Itemized Deductions
5. Schedule B & Schedule D
6. Schedule E – Supplemental Income & Loss
7. MODULE 3 FINAL ASSESSMENT end of module 3 exam

Module 4:Individual Tax Returns and Common Tax Forms

1. Understanding the W-2 Form
2. Understanding Form W-4
3. Understanding 1098 & 1099 Forms
4. Small Business Tax Returns
5. Schedule C Reconstruction
6. Understanding Self-Employment Taxes
7. Filing Tax Extensions
8. Filing Tax Amendments
9. MODULE 4 end of module exam

Module 5: Customer Service and Marketing

1. Customer Service for Tax Professionals
2. Marketing & Building a Tax Clientele
3. Due Diligence & Client Interview Process
4. Client Documents & Recordkeeping
5. AFSP & Continuing Education
6. Pre-Season Loans for Tax Clients
7. MODULE 5 FINAL ASSESSMENT end of module exam

(ANSWER QUIZ KEY INCLUDED)