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Basic & Intermediate Tax Course
Introduction
Course Overview and Objectives
Understanding the Importance of Tax Preparation
Module 1: Starting From The Ground Up
Choosing a Business Structure
Register Your Business & Get an EIN
Getting Your PTIN
Doing Business Like a Boss
Brand Your Business
Editable Canva Flyers
Week 1 Tax Training 10/08/2024 (70:52)
Week 1 Tax Training 10/10/2024 (70:32)
Week 1 Day 1 Training 10/21/2025 (63:30)
Module 2: Basics of Tax Law
Filing Status
Dependents, Qualifying Dependents & Relatives
Earned Income & Earned Income Tax Credit
Child & Dependent Care Credit, Child Tax Credit, & Other Credits for Dependents
Adoption Credit
Education Credits
Premium Tax Credit- 1095 A
Energy Tax Credits
Week 2 Tax Training 10/17/2024 (49:38)
Week 1 Day 2 Video Training 10/23/2025 (84:41)
Module 3: Income
Objectives
Gross Income
Taxable & Nontaxable Income
Taxable Interest & Schedule B
Dividend & Distribution Income
Qualified Dividends and Ordinary Dividends
Capital Gains Tax
Video Training 10/22/2024 (49:32)
Video Training 10/30/2025 (46:10)
Module 4: Schedule A-Itemized Deductions
Objectives
Schedule A Training Part I
Schedule A Training Part II
Schedule A Tax Tips Editable Canva Flyers
Schedule A Video Training 10/29/2024 (27:35)
Schedule A Video Training 11/05/2025 (46:03)
Module 5: Let's Talk Business Structure
Sole Proprietorship
Limited Liability Company (LLC)
Limited Liability Partnership (LLP AND LLLP)
Part 1 Video on Business Entity 10/29/2024 (30:00)
Part II Video on Business Entity 10/29/2024 (30:03)
Part III Video on Business Entity 10/29/2024 (29:50)
Breakdown of Form Schedule C
Depreciating Assets
Depreciation on Rental Property & Example
Restuarant Business Expenses Spreadsheet (Editable)
Video on Business Entity & Structure 11/06/2025 (75:24)
BONUS: Depreciation Course
Depreciation Training Part I 09/24/2024 (74:54)
Depreciation Training Part II/05/2024 (77:00)
Module 6: Understanding Tax Forms
Breaking Down Form 1040
Understanding Tax Forms Part I (50:27)
Understanding Tax Forms Part II (50:27)
Module 7: Due Diligence and Penalties
Part I: 8867
Part II: OPR
Module 8: Clients
How To Conduct a Client Interview
Breakdown of Jotform
Marketing Your Tax Business & Ringcentral
Marketing Your Tax Business Email Campaigns
Marketing Your Tax Business CRMs
Marketing Your Tax Business Offer Free Vacations
Module 9: Practice Tax Returns
Single Practice Tax Return 11/19/2024 (120:37)
Head of Household Practcie
Head of Household & Self Employed Tax Return 11/21/2024
Self Employed Practice Tax Return 11/24/2024 (48:24)
Additional Resources
8821 vs 2848 and Obtaining Your CAF Number (51:59)
Child & Dependent Care Credit, Child Tax Credit, & Other Credits for Dependents
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