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| Group | Start/End Date | Days | Time | Language | Type |
| 2375 | 07 Dec 2024 - 11 Jan 2025 | Saturdays | 10:00 AM - 4:00 PM | English | InPerson |
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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.
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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
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 SUSIE VARGAS
Meet Your InstructorSUSIE VARGAS
Class Leader of ATAX - South Ozone Park, NY
I am an ATAX Area Developer, franchise consultant, tax school instructor for ATAX, Queens, NY and a 30+ year veteran of the income tax industry. I have owned and operated award winning tax offices in NYC’s multicultural communities for the last 22 years. I specialize in franchise consulting for the financial service sector. I have trained and introduced hundreds of new tax professional to the tax industry. Now it’s your turn to learn from a seasoned tax professional and tax business owner. Part of my mission is to build out the ATAX franchise community in New York, place new tax professionals in an ATAX office as local tax experts and award franchise locations to qualified individuals that are ready to be in business for themselves, backed by the fastest growing tax franchise brand in US history. I look forward to meeting you and assisting you in becoming the trusted, local tax expert representing ATAX and/or placing you on a proven path to ATAX franchise ownership.
Have Questions? Call Us Today (917) 473-3401