Course Description

"The Complete Guide To Becoming An Awesome Tax Preparer" teaches you how to do taxes like a pro. This is an interactive online learning course that includes worksheets and information that can be used for reference material later. This course is engaging and reinforces the tax laws. You have the flexibility to complete the course on your own time, in a way that fits your life.

Senior Instructor

Jadell Ford, EA

Course curriculum

  • 1

    Welcome to Income Tax Preparation

    • Welcome 2022!

    • 2021 Tax Prep Training Manual (print)
  • 2

    1 - Introduction to Taxes, Ethics & Penalties

    • Taxes, Ethics & Penalties

    • Reference Content

    • Quiz - Taxes, Ethics & Penalties
  • 3

    2 -Filing Status

  • 4

    3 - Tax Diamond

    • Tax Diamond

    • Tax Diamond Reference

    • Quiz - Tax Diamond & Filing Status
  • 5

    4 - Income

    • Income

    • Quiz- Income
  • 6

    5 - Schedules and Forms

    • Schedules and Forms

    • W2 and 1099 Misc

    • Reference Content

    • Quiz Schedules and forms
  • 7

    6 - Tax Brackets

    • Tax Brackets

    • Reference Content
  • 8

    7 -Credits

    • Credits

    • Reference Content

    • Quiz- Credits and Payments
  • 9

    8 - Octagon Summary

    • Octagon Summary

    • Reference Content
  • 10

    9 - Gathering Docs and The Consultation

    • Reference Content

    • Gathering docs and Intake Process

    • Tax Consultation and the Value Timeline

    • Tax Tools and Secrets.
  • 11

    12- Scenario 2

    • Scenario Instructions

    • Tax Activities 1-3
  • 12

    13 - Scenario 3

    • Scenario Instructions

    • Tax Activities 4-6
  • 13

    13 - Scenario 3

    • Scenario Instructions

    • Tax Activities 7-9
  • 14

    14 - Scenario 4

    • Tax Activities 10-12

    • Scenario Instructions
  • 15

    15 - Scenario 5

    • Part 4 Section 1: Tax Tools & Secrets

  • 16

    19 - Tax Training Final

    • Tax Glow Final Exam