Income Tax Preparation Course Bilingual Textbook
This course is a bilingual (English & Spanish) basic overview of tax preparation. And, it's only available in the Fall of every year. Prior tax knowledge is not a requirement to take the course. This 16-chapter book is a basic overview of the Form 1040. At the end of each chapter, you will answer the chapter review questions and prepare a practice tax return. You must complete all the chapters, the final review questions and each practice tax return to receive a Certificate of Completion for the course. Everyone that successfully completes the course, is responsible for completing a new or a renewal application with the IRS for the IRS Tax Preparer Identification Number (PTIN) before the 31st of December of every year.
Tax Preparation Course What You'll Learn in Our Course
- Prepare most individual tax returns
- Perform a thorough interview with a taxpayer
- Determine a taxpayer's filing status and eligibility for exemptions
- Accurately report income and deductions for a taxpayer
- Determine a taxpayer's eligibility for credits and deductions
- Complete Schedules C-EZ, C and E
- Compute depreciation for assets and eligibility for Section 179
- Accurately calculate a taxpayer's refund or balance due
- Advise a taxpayer in tax planning strategies
- Become a “RTRP” Registered Tax Return Preparer
- Learn latest changes related to Trump's New Tax Reform
Course Modules/Content
Here's a list of what you'll be learning throughout the course.
- Chapter 1 - Tax Preparer Responsibilities
- Chapter 2 - Gathering Taxpayer Information
- Chapter 3 - Identity Theft
- Chapter 4 - Standard Deductions, Exemptions and Dependents
- Chapter 5 - Filing Status
- Chapter 6 - Income
- Chapter 7 - Business Income
- Chapter 8 - Depreciation
- Chapter 9 - Capital Gains and Loss
- Chapter 10 - Adjustments to Income
- Chapter 11 - Itemized Deductions
- Chapter 12 - Tax Credits and Payments
- Chapter 13 - Other Taxes and Taxpayer Penalties
- Chapter 14 - Electronic Filing
- Chapter 15 - Extensions & Amendments
- Chapter 16 - TCJA
- Tax Preparation - Course Final Exam
Web-based Portal
Online Portal for Tax Preparation
Practice Activities
After reading each chapter you will have to login to your own online portal to answer the review questions related to the material that you read, and to prepare practice tax returns. Also, you will be able to download the PDF practice tax return scenarios and the necessary forms to prepare the tax returns by hand. You will then answer questions related to the tax preparation.
Follow Ms. Robertson
Meet Your InstructorTiffany Robertson
Franchise Owner of ATAX Chattanooga TN
Tiffany is a tax professional with 20 years of experience. She is passionate about teaching and preparing individual and business tax returns. Tiffany is committed to making sure each of her students are taught well and have a good understanding of tax law and how it operates. She provides outstanding customer service and goes above and beyond to make sure her clients are taken care of.
I make learning taxes fun and take the stress out of the filing process.
Register for Class Today!
Group 1 - Class starting October 26th
Group 2 - Class starting October 27th
What this fees includes:
- Note:Book fee must be paid before class begins.
Signup and Submit Payment
Please enter your credit or debit card information below to submit your deposit or make full payment.
Have Questions? Call Us Today (423) 827-8731