COURSE INTRODUCTION
MODULE 1 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
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The Role of a Tax Professional
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The Benefits of Becoming a Tax Professional
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How to Become a Tax Preparer
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Starting Up Your Tax Business From Scratch
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Completing a Tax Course (8:20)
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Obtain Your PTIN (Preparer Tax ID Number)
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Due Diligence Training Module (IRS website) (2:15)
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Test Your Knowledge!
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Module 1 Video (28:42)
MODULE 2 - CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER
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Customer Service in the Tax industry
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Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer (3:25)
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Who Can Practice Before the IRS??? (11:41)
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Due Diligence & Record Keeping (13:56)
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The Interview Process & Client Intake Form
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Important IRS Tax Dates
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Test Your Knowledge!
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Module 2 Video (24:59)
MODULE 3 - INTRODUCTION TO TAX PREPARATION
MODULE 4 - INDIVIDUAL TAX RETURNS (THE 1040 FORM)
MODULE 5 - TYPES OF INCOME & COMMON TAX FORMS
MODULE 6 - SMALL BUSINESS TAX RETURNS (THE SCHEDULE C)
