YOUR JOURNEY TO BECOMING A EXCEPTIONAL TAX PRO STARTS HERE!

Learn the skills needed to becoming a dynamic tax professional.

This professional tax course will provide the novice or returning tax professionals with the essential knowledge to start or run their own tax office or work in a tax firm. 

Content aligned with the IRS guidelines and requirements, students will have the basic requirements for completing tax returns, starting and running a tax firm, and professional best practices. 


LEARN THE ESSENTIAL INFORMATION

Upon completing the training participants will:

  • Understand the steps needed to start a tax firm.

  • Demonstrate the skills necessary to complete a tax return for an individual or business.

  • Analysize and apply client information properly to complete a schedule A or C.

WHAT YOU WILL LEARN

During this course you will learn the following:

    1. About This Course (2 Minutes)

    2. Watch the Video Demonstration on How to Complete this Course (2 Minutes)

    3. Before we begin... (5 Minutes)

    1. Starting A Tax Company (3 Minutes)

    2. Discussion: How much money do you think you can make with a Tax preparation business? (10 Minutes)

    3. Obtain an Electronic Filing Identification Number (EFIN) from the IRS. (4 Minutes)

    4. Obtaining a Preparer Tax Identification Number (PTIN) (4 Minutes)

    5. Register Your Business with State Agencies (4 Minutes)

    6. Defining Your Business Model (8 Minutes)

    7. Software, Tools, and Equipment (2 Minutes)

    8. Steps to Earn Your Tax Pro Certification (2 Minutes)

    9. Marketing Your Tax Business (5 Minutes)

    10. “5 Online and Social Communities for Tax Professionals” (4 Minutes)

    11. "5 Reasons you Should Join a Professional Association" (4 Minutes)

    12. Module Summary (4 Minutes)

    13. Starting A Tax Company Knowledge Check (8 Minutes)

    1. Status Types (8 Minutes)

    2. Standard Deductions by Filing Status (4 Minutes)

    3. Filing Status Knowledge Check (5 Minutes)

    1. What is the EITC (8 Minutes)

    2. Earned Income Credit EIC Publication 596 (1 Minute)

    3. Basic Qualifications (5 Minutes)

    4. EITC Age Requirement and Disability (4 Minutes)

    5. EITC Knowledge Check (10 Minutes)

    1. Qualifying Child Requirements for CTC/ACTC (10 Minutes)

    1. Claiming the ODC (2 Minutes)

    2. Qualifying Child-ODC CREDIT (2 Minutes)

    3. ODC Qualifications (8 Minutes)

    4. ODC Knowledge Check (5 Minutes)

About this course

  • $897.00
  • 48 lessons
  • Approx. 90-120 Minutes to Complete
  • Certificate of Completion
  • 120 Days Access

BONUS MATERIAL

Sign up and receive:

  • FREE MENTORING

    $1000 value

    Purchase the course and receive four one-hour mentoring sessions with Renata Walton to help you successfully prepare for the season.

  • DISCOUNT ON SOFTWARE

    $100 OFF

    Participants can receive access to our software at a discounted price.

MEET THE INSTRUCTOR

Learn How to Avoid an Audit from the Expert

Renata Walton

CEO

In December 2011, Renata founded R&B Financial Services in Moscow, Tennessee. Before starting the firm, she worked in the industry, offering various companies tax planning and compliance services. With more than 13 years of experience and expertise, Renata specializes in the following areas: • Income Tax Preparation (for Individuals, Closely-Held Businesses, • Estates and Trusts) • Income Tax Planning and Projections • Implementation of Tax-Saving Strategies (for High-Income Taxpayers) • Resolution of IRS and State Tax Debts and Unfiled Back-Tax Returns • Representation of Taxpayers Before the IRS and State Taxing Authorities • Wealth Management Advice (Related to Cash, Debt, and Credit Management) • Investments and Retirement Planning • Risk Mitigation and Insurance Coordination • Estate Planning • Education Planning

Purchase Price

The price of the course includes access to the material and four free mentoring sessions.

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