Master the art of tax preparation with precision and expertise in our comprehensive course.

CE Credits: 10 Federal Tax Law, 3 Federal Tax Updates, 2 Regulatory Ethics
 
Course Schedule
Duration: 2 Weeks
Time: Monday-Friday 6:00 p.m. EST – 8:00 p.m. EST
 
Our 2024 Tax Preparation Course is designed to give you the knowledge needed to fulfill IRS requirements and give you a basic understanding of tax law and practice to ensure you serve your clients with the highest quality. This study material has been organized to give line-by-line instructions for Form 1040.

In this beginner tax preparer course, you will learn…

  • How to prepare a federal individual tax return
  • Filing status
  • Which form to use
  • The importance of safeguarding the taxpayer’s documents
  • When to use Form 4868.
  • The different e-filing options.
  • How to complete Schedule 2 of Form 1040.
  • How a nonrefundable credit affects the taxpayer’s tax liability.
  • Which deductions are limited to the 7.5% floor.

Our proprietary Professional Training System, Prendo365.com, combines traditional textbook courses with online interactive questions and Practice Tax Returns (PTR). Each chapter in the course is the foundation for the next. After each chapter, the student will complete a PTR and review questions.

PTRs are in PDF format and include links to the necessary forms to complete a tax return by hand. The PTRs will have their own set of review questions which are based on the material covered in the chapter.

Included in this course

  • 15 Chapters (Tax Preparation Course eBook & Textbook)
  • Quizzes
  • Videos
  • Practice Tax Return
  • Practice Tax Return Final Exam
  • Federal Final Exam Contents
  • Chapter 1: Due Diligence and Penalties
  • Chapter 2: Compiling Taxpayer Information
  • Chapter 3: Filing Status, Dependents and Deductions
  • Chapter 4: Income
  • Chapter 5: Adjustments to Income
  • Chapter 6: Other Taxes
  • Chapter 7: Payments and Tax Credits
  • Chapter 8: Itemized Deductions
  • Chapter 9: Schedule C
  • Chapter 10: Schedule E
  • Chapter 11: Schedule F
  • Chapter 12: Depreciation
  • Chapter 13: Capital Gains and Losses
  • Chapter 14: Extensions and Amendments
  • Chapter 15: Electronic Filing

TO EARN CERTIFICATE OF COMPLETION:

**** Pass Final with 70% (or better) ****

**** Complete the course survey ****