COURSE INTRODUCTION
MODULE 1 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
MODULE 2 - CUSTOMER SERVICE & ETHICS FOR A TAX 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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Office of Professional Responsibility
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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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Homework Assignment
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)
MODULE 7 - TAX LAW CHANGES & UPDATES
MODULE 8 - MARKETING YOUR TAX BUSINESS
PRACTICE RETURNS (1-5)
PRACTICE RETURNS (6-10)
