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Provision Tax Academy
COURSE INTRODUCTION
Welcome
Meet Your Tax Coach!
How to Contact Your Coach
What You'll Learn in this Course
Course Schedule
Contract & Agreements
Apply for your EFIN
MODULE 1.1 - STARTING UP YOUR TAX BUSINESS FROM SCRATCH
Starting Up Your Tax Business (7:06)
Choosing Your Business Name (5:32)
Choosing Your Business Structure (18:26)
Choosing Your Business Address (10:34)
Create Your Business Email & Website (1:18)
Registering Your Business (2:30)
Obtain Your Federal & State Tax ID / EIN # (3:28)
Open Your Business Bank Account (7:09)
MODULE 1.2 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
Completing a Tax Course (8:20)
Obtain You PTIN (Preparer Tax ID Number) (4:00)
Due Diligence Training Module (IRS Website) (2:15)
AFSP / CE Courses (3:37)
Tools & Resources
Module 1.2 Practice Quiz
MODULE 2 - CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER
Customer Service in the Tax Industry (8:23)
Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer (3:25)
Who Can Practice Before the IRS (11:41)
Due Diligence & Record Keeping (13:56)
Understanding Tax Laws & Regulations
Important Tax Dates & Deadlines (3:06)
Tools & Resources
Module 2 Practice Quiz
MODULE 3 - INTRODUCTION TO TAX PREPARATION
Introduction to Tax Preparation
Filing Statuses (10:36)
Dependents - Qualifying Child vs Qualifying Relative (15:42)
Who Must File a Tax Return? (8:08)
Tools & Resources
Module 3 Practice Quiz
MODULE 4 - INDIVIDUAL TAX RETURNS
Intro to Federal Individual Income Taxes (6:26)
Form 1040 (0:53)
Calculating Total Tax Liability Using Forms and Schedules (14:08)
Tax Schedules that attach to Form 1040 (30:03)
Standard Deductions vs Itemized Deductions (11:02)
Amending a Tax Return (13:47)
Tools & Resources
MODULE 5 - TYPLES OF INCOME & FORM BREAKDOWNS
Taxable and Non-Taxable Income Sources (0:45)
The W2 (3:11)
1099 Forms (17:16)
The W4 Form (4:09)
1098 Forms (6:09)
Tools & Resources
MODULE 6 - SMALL BUSINESS TAX RETURNS
Small Business Tax Returns (Schedule C) (38:33)
Tools & Resources
Module 6 Practice Quiz
MODULE 7 - FEDERAL TAX CREDITS & DEDUCTIONS
Tax Credits & Deductions
How Credits & Deductions Work
Refundable vs Non-Refundable Tax Credits
Standard Deduction
Earned Income Tax Credit
Child Tax Credit
Child & Dependent Care Tax Credit
Education Credits
Educator Expense Deduction
Student Loan Interest Deduction
Retirement Credits
Employee Retention Credit
Other Popular Credits
MODULE 8 - TAX LAW UPDATES
2022 Tax Law Updates (39:37)
2023 Tax Law Updates (36:52)
MODULE 9 - ADDITIONAL RESOURCES
New FINCEN Process (11:03)
MODULE 10 - MARKETING YOUR TAX BUSINESS
Building Clients and Developing Your Practice (12:43)
Marketing & Resources (4:22)
PRACTICE RETURNS (1-7)
Practice Return 1
Practice Return 2
Practice Return 3
Practice Return 4
Practice Return 5
Practice Return 6
Practice Return 7
ADDITIONAL TAX SCENARIOS (1-18)
Scenario 1
Scenario 2
Scenario 3
Scenario 4
Scenario 5
Scenario 6
Scenario 7
Scenario 8
Scenario 9
Scenario 10
Scenario 11
Scenario 12
Scenario 13
Scenario 14
Scenario 15
Scenario 16
Scenario 17
Scenario 18
Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer
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