Beginner Personal Tax Preparation

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Marylyne Kernizan

Marylyne has held many management positions in several industries from Administration to Retail. These positions gave her the opportunity to be hands on with the training of her employees. This is when she realized she had a passion for teaching. Marylyne has been a Licensed Tax Preparer since 2014. She started training Tax Preparers in 2015, and since then have trained almost 200 Licensed Tax Preparers. If you're ready to learn how to effectively maximize your clients' tax returns, this is where you need to be.

The Academy was created so that future Tax Preparers are given the knowledge and resources they need to REALLY help their clients. Too many courses focus solely on inputting information into a tax prep software. Being able to do that makes you little more than a Data Entry Clerk and does not make you any more valuable than DIY tax services. Here you will learn the fundamentals needed to be a valuable asset to your clients and really make a difference.

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Course curriculum

1. Join GroupMe
2. Course Schedule
3. Orientation Recording
1. Tax Preparer and Firm Essentials
2. Tax Preparer Identifiers
3. Helpful Subscriptions and Memberships
4. IRS Circular No. 230
1. Understanding the 1040 Form
2. Filing Requirements
3. Section Review
1. Filing Statuses
2. Single (S)
3. Head of Household (HoH)
4. Married Filing Jointly (MFJ)
5. Married Filing Separately (MFS)
6. Qualifying Surviving Spouse w/ Dependent Child (QSS)
7. Section Review
8. Zoom Recording
1. Types of Dependents
2. Qualifying Child
3. Qualifying Relative
4. Section Review
1. Standard Deduction
2. Calculating Taxable Income
3. Section Review
4. Zoom Recording
1. Taxable Income
2. Nontaxable Income
3. Withheld Taxes
1. Interest, Dividends & Other Income
2. Interest Income
3. Dividend Income
4. Other Income
1. Tax Credits
2. Child Tax Credit and Additional Child Tax Credit
3. Child & Dependent Care Credit
4. Earned Income Credit
5. Education Credits
6. Section Review
1. Capital Gains & Losses
2. Sale of Stocks
1. Retirement Benefits
2. Individual Retirement Arrangements (IRAs)
1. Itemized Deductions
2. Medical & Dental Expenses
3. Taxes You Paid
4. Interest You Paid
5. Gifts to Charity
6. Casualty & Theft Losses
1. Profit & Loss From Business (Schedule C)
2. Schedule C: Background
3. Schedule C: Income
4. Schedule C: Expenses
5. Business Use of Home
6. Schedule SE: Self-Employment Tax
1. Adjustments
1. Extensions
2. Amendments
1. Tax Season Software Registration
  FREE PREVIEW
2. Client Data Forms
3. Payment Processing
4. Tax Firm CRM
  FREE PREVIEW
5. Social Media Marketing
6. Reference Materials
7. Continued Education
8. Software Training
9. Software Training Zoom Recording
10. Back Office SetUp Zoom Recording 1
11. Back Office SetUp Zoom Recording 2

About this course

$999.00
69 lessons

Live Zoom Calls

Twice a week Zoom calls will insure you get the opportunity to ask all the questions needed to fully understand the material.
Exclusive Community

Community makes all the difference. Network. Share resources. Ask questions. We're here to make sure everyone succeeds.
Professional Tax Software

Everyone enrolled in the course will be given professional cloud-based software INCLUDED!!!

Already have basic tax knowledge and just looking for software to start your own business? Already have your own business but looking for a new software provider? Is your current Service Bureau's back office fees making it impossible for you to make a profit? Then we have just the solution for you. Click the button to find out more!!

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