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
Digna Cueto

Follow Ms. Digna on Social Media

Meet Your InstructorDigna Cueto
Franchise Owner of ATAX Elmhurst, Queens, NY

I am a business professional with 20+ years of experience in Corporate Retail. Volunteering at my friend’s office and graduating from a business plan training course has awaken the entrepreneur in me “a real passion in accounting and tax preparation field”.

The support, partnerships, and resources from the ATAX Franchise are enabling me to provide a high value service to my target customers, which includes the Latin Community of Queens NY.

I recently opened my own office ATAX Elmhurst, dedicated to Tax Preparation, Bookkeeping, Payroll, and Incorporation services. My hobbies are reading finance books, traveling around the world, and excelling at helping anyone in need. Experience in providing workshops about taxes for individual and small business to local non profit organizations.

Register for Class Today!

In-Person (Group 1 - Spanish): Class Starting September 15th to November 3th

Every Sunday from 10:00 am - 4:00 pm (1 hour lunch break)

In-Person (Group 2 - English): Class Starting September 18th to November 8th

Every Wednesday & Friday 6:30 pm to 9:00 pm

In-Person (Group 3 - Bilingual): Class Starting November 10th to December 15th

Every Sunday 10:00 pm to 5:00 pm

Online - TBD

Please call us if you're interested in online class.

One-Time Tuition Fee

What this fees includes:

  • Note: 50% deposit (2 weeks prior to classes), Total fee must be paid prior to 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.

Signup and Submit Payment

A Note on Cancellation: If for any reason you are not satisfied, you may withdraw prior to the first day of class and receive a full refund. If cancellation occurs before completing the seventh hour of the course, you shall only receive 50% of amount paid. You will not get a refund after the 2nd day of class.

Please enter your credit or debit card information below to submit your deposit or make full payment.

Select Class Schedule

Payment Details

Tuition Fees The following amount will be charged to your card.

I have read and agree to the enrollment terms and conditions above.
Please enroll me in the Income Tax Preparation class.

Secure & Protected Transaction

Have Questions? Call Us Today (917) 473-3275

38-13 69th Street
Queens, NY 11377

Map: Click Here for Map & Directions