COURSE INTRODUCTION
MODULE 1.1 - STARTING UP YOUR TAX BUSINESS FROM SCRATCH
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Starting Up Your Tax Business (7:06)
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Choosing Your Business Name (5:32)
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Choosing Your Business Structure (18:27)
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Choosing Your Business Address (10:34)
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Create Your Business Email & Website (1:18)
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Registering Your Business (2:30)
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Obtain Your Federal & State Tax ID / EIN # (3:28)
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Open Your Business Bank Account (7:09)
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Module 1.1 Practice Quiz
MODULE 1.2 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
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The Role of a Tax Professional
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Completing a Tax Course (8:20)
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Obtain Your PTIN (Preparer Tax ID Number) (4:01)
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Due Diligence Training Module (IRS website) (2:15)
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The Role of an ERO (Electronic Return Originator)
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Obtain Your EFIN (Electronic Filing Identification Number)
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How to Maintain, Monitor, & Protect Your EFIN (Electronic Filing Identification Number)
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Module 1.2 - Practice Quiz
MODULE 2 - CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER
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Customer Service in the Tax industry (8:01)
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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
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Understanding Tax Laws & Regulations
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Important Tax Dates & Deadlines (3:06)
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Module 2 - Practice Quiz
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
MODULE 9 - TAX SOFTWARE TRAINING - OLT
***BONUS MODULE***
PRACTICE RETURNS (1-5)
PRACTICE RETURNS (6-10)
PRACTICE RETURNS (11-15)
PRACTICE RETURNS (16-20)
