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Group Start/End Date Days Time Language Type
2336 12 Jan 2024 - 31 Oct 2024 On your own schedule 6:00 PM - 6:00 PM English Online
Tax School Cost
Tax Course + Digital Copy of the Book

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Tax Course + Digital and Hard Copy of the Book

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.

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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.

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Please enroll me in the Income Tax Preparation class.

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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

Tax Forms

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

Follow Sue Fabrizi

Meet Your InstructorSue Fabrizi
Class Leader of ATAX - Barnum Avenue

Sue has been a partner in a CPA/Tax firm for the past 8 years, and has been trained by one of the best! She's been doing a variety of tax return types ranging from simple returns to Schedule C's, Partnership returns, S and C Corps returns as well as 1041 returns. Sue is looking forward to hosting tax school and possibly working with you in the future.

Sue is originally from Connecticut where she was born and raised. Recently relocated to Fort Myers, Sue and her husband Dave opened the first of many ATAX offices in Fort Myers! Sue and Dave have over 30 years of combined tax preparation experience. ATAX is a full-service national tax preparation and business services franchise with locations nationwide.

Have Questions? Call Us Today (475) 295-2829

ATAX - Barnum Avenue
1345 Barnum Ave Unit 3
Stratford , CT 06614

Map: Click Here for Map & Directions