Gain a comprehensive understanding of tax principles, laws, and practices.
This course is designed for beginners and professionals alike, providing in-depth training on tax preparation, compliance, and planning. Whether you're entering the field or refining your expertise, our course equips you with the knowledge to handle tax challenges confidently.
Course Modules
Module 01
Introduction to Taxpayer Data & Filing Obligations
Build a solid foundation in tax preparation. This module explains the role of taxpayer data, filing responsibilities, and key concepts needed before preparing any return—equipping you with the essentials to navigate tax compliance confidently.
Module 02
Understanding Income Types & Taxability
Explore how different forms of income are taxed. This module breaks down wages, interest, dividends, business income, rental income, and other income categories to help you accurately determine a taxpayer’s total taxable income.
Module 03
Deductions & Adjustments to Income
Learn how deductions reduce taxable income and improve financial outcomes. This module covers personal and business deductions—including adjustments such as student loan interest, retirement contributions, and home office deductions—to help you maximize tax efficiency for your clients.
Module 04
Tax Credits & Tax Benefits
Master the power of tax credits to reduce tax liability. This module explains refundable and nonrefundable credits, including those for families, education, energy-efficient purchases, and dependents—ensuring you know how to optimize tax savings.
Dive into the mechanics of how taxes are paid. This module covers payroll withholding, quarterly estimated tax payments, self-employment tax obligations, and compliance tips to prevent penalties and ensure accurate filing.
Module 06
Choosing and Using Tax Software Effectively
Select the right tax software for your practice. This module compares leading tax programs, evaluates key features, explains pricing structures, and teaches you how to choose software that aligns with your workflow and business goals.