My Tax Preparation Course is an A-Z guide designed to give you the knowledge, tools, and skills needed to fulfill IRS requirements and give you a basic understanding of tax law and practice on how to prepare an individual/small business tax return, and to also ensure that you serve your clients with the highest quality customer service!


In this beginner course, you will learn the following: 

  • How to navigate & use professional tax software 
  • How to prepare a Federal & State Individual Tax Return (Form 1040) 
  • How to prepare Small Business Tax Returns (Schedule C) 
  • Types of Income: W-2 & 1099 Forms 
  • Filing Statuses for taxpayers 
  • Credits & Deductions the taxpayer qualifies for and will help maximize their savings 
  • Due Diligence requirements 
  • Responsibilities of a Tax Professional 
  • How to stay in compliance with the IRS 
  • Filing Requirements: Who must file a Tax Return? 
  • PTIN registration Assistance