This is ideal for tax professionals that are looking to grow and expand their tax business. This customized course is jam-packed with 12 Modules, Bonus Modules, and very detailed in nature with quizzes after each module to test your students comprehension.
 
Our fully customized tax course includes the following: 
Module 1: Welcome Module
Partnership Contracts
Tax Partner Handbook
Syllabus
Module 2: Legally Structuring Your Business
Business Structure
Business Name & Registration
EIN Registration
PTIN & EFIN Registration
Module 3: Ethics
Circular 230
Diligence As to Accuracy
Complaints or Inquiries
Due Diligence & Tax Preparation Software
Due Diligence and Earned Income Credit
Quiz
Fraud Cases
Module 4: Tax Software
Professional Tax Software & Login Credentials
Tax Mobile App
Bank Products
Audit Maintenance
Banking Partners
Quiz
Module 5: Dependents, Filing Status & Exemptions
Determining Filing Status
Relationship Test
Support Test
Residency Test
Age Test
& More
Module 6: Tax Forms
Most Common Tax Forms
Form 1040
Form 1040-SR
Form W-2
Form W-4
Form 1099-MISC
Form 1099-NEC
Form 1099-G 
& More
Module 7: The Tax Computation
Taxable Income
The Standard Deduction
Itemized Deductions
Special Standard Deduction Limitations for Dependents
Special Rules for Married Persons Filing Separate Returns
Higher Standard Deduction for Age (65 or Older) or Blindness
& More
Module 8: Tax Credits
Elderly and Permanently Disabled
Earned Income Tax Credit
Child & Dependent Care Credit
Adoption Credit
Child Tax Credit
Higher Education Credits (Hope, Lifetime)
Module 9: Gross Income Exclusions and Inclusions
Income Inclusion Rule
Exclusions from Gross Income
Gifts & Inheritances
Life Insurance Proceeds
Interest Income
Dividend Income
Stock Dividends
Disability Payments & Social Security
Scholarships
& More
Module 10: Business Deductions
What Constitutes a Business?
Business Deductions- How Reported
What Business and Investment Expenses are Deductible
Examples of Common Business Expenses
Self-Employed Person's Medical Insurance
& More
Module 11: Allowable Deductions
Medical Expenses
Charitable Contributions
Intrest
Taxes
Bonus Module:
Marketing Material Bonus
Tax Deductions by Industry Cheat Sheets
Audit Red Flags Template
Current Year Tax Calendar
Intake Forms
Practice Tax Returns
Course Certificate Template
& More
 
This course can be customized in the order that best fits your bsuiness model and style of teaching. This is NOT an all-inclusive list of what the course entails, but instead, a brief overview. The course will be fully branded to your business and logo.
 
***Please allow 3-4 weeks for customization of your tax course***