COURSE INTRODUCTION
MODULE 1.1 - BECOMING A REGISTERED TAX PREPARER
MODULE 1.2 - BECOMING AN ERO (ELECTRONIC RETURN ORIGINATOR)
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Starting Up Your Tax Business From Scratch
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The Role of an ERO (Electronic Return Originator)
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Obtain Your EFIN (Electronic Filing Identification Number)
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How to Maintain, Monitor, & Protect Your EFIN (Electronic Filing Identification Number)
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WISP Plan
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E&O (Errors & Omissions) Insurance
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Cyber Security
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Module 1.2 - Practice Quiz
MODULE 2 - CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER
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Customer Service in the Tax industry (8:23)
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Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer (3:25)
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Who Can Practice Before the IRS? (11:41)
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Due Diligence & Record Keeping (13:56)
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Understanding Tax Laws & Regulations
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Important Tax Dates & Deadlines (3:06)
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Module 2 - Important Resources
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Module 2 - Practice Quiz
MODULE 3 - INTRODUCTION TO TAX PREPARATION
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Introduction to Tax Preparation
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Overview on Paper and Electronic Filing Methods
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Filing Status and Requirements (10:36)
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Dependents - Qualifying Child vs Qualifying Relative (15:42)
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Who Must File a Tax Return? (8:08)
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Finding Tax Forms & Publications
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Module 3 - Important Resources
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Module 3 - Practice Quiz
MODULE 4 - INDIVIDUAL TAX RETURNS (THE 1040 FORM)
MODULE 5 - TYPES OF INCOME & COMMON TAX FORMS
MODULE 6 - SMALL BUSINESS TAX RETURNS (THE SCHEDULE C)
MODULE 7 - TAX LAW CHANGES & UPDATES
MODULE 8 - MARKETING YOUR TAX BUSINESS
