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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)
Understanding Tax Forms Training Video 11/13/2025 (78:17)
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
Software Training Part I 11/20/2025 (84:09)
Head of Household Practcie # 1 (0:10)
Head of Household Practice #2
Head of Household & Self Employed Tax Return # 3
Single Practice Tax Return 11/19/2024 (120:37)
Self Employed Practice Tax Return 11/24/2024 (48:24)
Additional Resources
8821 vs 2848 and Obtaining Your CAF Number (51:59)
Tax Tips, Editable Flyers, Tax Humor for Tax Pros To Post
Tax Humor
Editable Tax Season Flyers (10)
Editable Financial Tip Flyer
Editable Buy and Exchange Property Flyer
Refund Advance Loans
Editable Refund Advance Flyer
5 Editable Tax Season Flyers
Understanding Tax Forms Training Video 11/13/2025
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