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What this fees includes:
- Note: Total fee must be paid prior to class sessions.
- This fee include the book and access to the online portal.
- 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.
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 15-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
- 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
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 ELIZABETH MEDINA
Meet Your InstructorELIZABETH MEDINA
Class Leader of ATAX - New Bedford, MA
Elizabeth Medina is a seasoned tax preparer/owner with an impressive 27 years of hands-on experience in the field, and also notably in business taxes. With a fervent passion for both taxes and education, Elizabeth dedicates herself to empowering aspiring tax preparers through comprehensive and insightful learning programs. Her extensive knowledge and enthusiasm for the subject not only make taxes approachable but also engaging for all her students. Elizabeth is currently on the lookout for committed students eager to delve deep into the world of tax preparation. More than just imparting skills, she is offering a unique opportunity for students to work alongside her during the bustling tax season. Elizabeth envisions fostering a collaborative environment where she works with partners who share her dedication and zeal for helping others navigate the complex landscape of taxes, rather than merely hiring employees. With Elizabeth, students are not just learning; they are becoming a vital part of a team that makes a difference in people’s financial lives.
Have Questions? Call Us Today (774) 776-3233