Basic Training
Beginning with the fundamentals of tax prep is essential for all tax professionals at a time of kicking off their careers. Communication with clients to finding ways to save your clients money on their taxes it's important to give a thorough interview your clients.
Example Curriculum
Day 1 Introduction to the Tax Industry
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Day 2 Commonly Used Forms & Income Documents
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Day 3 Deductions
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Day 4 Tax Credits
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Day 5 Profit & Loss - Schedule C
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Day 6 Health
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Day 7 Brief Recap of Schedule C then diving into ITIN Processing
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Day 8 Due Diligence
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Tax Software Training
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Day 1 Software Training Scenarios (please get yourself a login to start these)
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days
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