Register for Class Today!
| Group | Start/End Date | Days | Time | Language | Type |
| 2367 | 30 Sep 2024 - 13 Nov 2024 | Monday & Wednesdays | 6:00 AM - 8:00 AM | English | InPerson |
| 2368 | 01 Oct 2024 - 14 Nov 2024 | Tuesdays and Thursdays | 6:00 PM - 8:00 PM | English | InPerson |
| 2369 | 30 Sep 2024 - 13 Nov 2024 | Monday & Wednesdays | 6:00 PM - 8:00 PM | English | Online |
| 2370 | 01 Oct 2024 - 14 Nov 2024 | Tuesdays and Thursdays | 6:00 PM - 8:00 PM | English | Online |
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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 Patrick Holloway, CPA
Meet Your InstructorPatrick Holloway, CPA
Class Leader of ATAX Rockville RD
I am a seasoned CPA with over 30 Tax Seasons behind me. I was a CFO for a Top 100 CPA Firm, Blue and Co. After leaving Blue, I started my own CPA Firm, Holloway & Co,. which I started from scratch, grew it and then successfully sold. Now I would like to pass some of my knowledge on to the next generation of Tax Preparers and Accountants. Join me in this 8 week basic tax course where we will journey slowly through each line of the 1040 Tax Return. We will also cover Schedules C, E and F in this course. Join me and let’s see what we can learn from each other! This can change your life for the better!
President (title) at John P. Holloway, CPA, PC dba Holloway & Co. ATAX Area Representative Former Chief Financial Officer (CFO) at Blue & Co., LLC Studied Business and Accounting at Indiana University (Bloomington) Kelly School of Business Went to Wainwright High School, Lafayette, IN Lives in Carmel, Indiana From North Liberty, Indiana Married to my wife of 42 years, Deanna. Avid Bicycle Rider
Have Questions? Call Us Today (317) 966-3203