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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
Online Portal for Tax Preparation
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 Marcus Best
Meet Your InstructorMarcus Best
Class Leader of ATAX - Capital Blvd, Raleigh NC
Marcus is originally from Chesapeake, VA with roots in North Carolina for 20+ years. Education has always been a huge part of Marcus’ life. Beyond formal school training – Marcus has earned his stripes in work, life, and trades with his experience as a physical laborer. He launched his financial career by educating people about the power of establishing and maintaining good credit. In time, he found himself in front of his professional mentor at Homeland Estate and Financial Services where he earned the designations of Certified Estate Planner, Certified Social Security Claiming Strategist, & Retirement Income Certified Professional.
Marcus N. Best B.S. Business Administration Retirement Income Certified Professional ® Certified Estate Planner ® Certified Social Security Claiming Strategies N.C. Notary Public Establishing a plan to succeed Marcus is originally from Chesapeake, VA with roots in North Carolina now for over 20 years. Since joining Homeland Estate & Financial Services and working with his mentor, Mr. Stephen Stack, Marcus has been able to leverage more of his financial knowledge and resources to better assist clients with achieving their goals towards financial freedom. With his financial independence no longer requiring him to trade his time for dollars as a W2 employee, he spends his days focusing on serving the community and his clients. He's only a phone call away. Marcus continues to challenge others to seek the unknown and embrace the gift of all of life's struggles. One day brighter days will come and with that, the spirit of gratefulness will follow. "We all have bad days but we as individuals are the only ones who can bring ourselves to a place where we envision ourselves." After graduating from East Carolina University in 2012, Marcus officially began his financial career by educating people about the power of establishing and maintaining good credit. After a period of time, he found himself in front of his professional mentor at Homeland Estate and Financial Services. He once pledged to serve our country’s Navy Combat Team as a Seabee. He completed his 8 year obligation with one tour to Afghanistan. He never relented and maintains his commitment to carrying the CAN DO attitude from his service career, along with the motto, “With compassion for others, we build, we fight for peace with freedom” to now assist in planning and achieving a better life for the many Americans who seek this way of life. Certified Estate Planner (2018) There is only one way to avoid probate and ensure your wishes and family are taken care of. Certified Social Security Claiming Strategies (2018) Understanding and planning a comprehensive plan around one's personal economics is vital to success.