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A Note on Cancellation: If for any reason you are not satisfied, you may withdraw prior to the first day of class and receive a full refund. If cancellation occurs before completing the third hour of the course, you shall only receive 50% of the amount paid. You will not get a refund after the 2nd day of class.
This course covers the basics of federal tax. Topics covered in the course are interviewing techniques to determine taxpayer filing status, certain common refundable and non-refundable tax credits, and an income overview. Behavioral Ethics is included in this course. This course offers a section on training your office staff. Office staff training covers how to answer the phones, suggestions on how to handle dropped-off tax returns, and money handling procedures.
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.
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