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

Tax Forms

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.

Tax Online Portal
Paula Paredes

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Meet Your InstructorPaula Paredes
ATAX Allentown, PA

Register for Class Today!

In-Person (Group 1): Class Starting Tuesday, October 1st, 2019

Every Tuesday and Thursdays 6:00 PM - 9:00 PM

One-Time Tuition Fee
$
650.00

What this fees includes:

  • Note: Total fee must be paid prior to starting class sessions.
  • The course offered are subject to cancellation in the event of insufficient enrollment.
  • Completion of the course does not guarantee employment, nor are graduates required to work for the company.

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Have Questions? Call Us Today (610) 365-4775

ATAX - North Bergen, NJ
12 N 8th St
Allentown, PA 18101

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