Course curriculum

    1. Introduction to Tax Preparation

    2. What to Expect

    3. 🏛️ Section 1: Understanding the IRS System

    4. How the Tax System Works

    5. 👩🏽‍💼 Section 2: The Tax Preparer’s Role

    6. Tax Preparer Ethics & Conduct

    7. 🧾 Section 3: PTIN, EFIN, and Registration Basics

    8. Registration & Compliance Checklist

    9. ⚖️ Section 4: Taxpayer Confidentiality & Compliance

    10. Client Confidentiality & Recordkeeping Policy

    11. 💡 End-of-Week Assignment

    12. CNS Tax Academy Week1 Student Recap Handout (Print Out)

    1. 👨‍👩‍👧 Section 1: Understanding Filing Status

    2. 👦🏾 Section 2: Understanding Dependents

    3. 💰 Section 3: Earned vs. Unearned Income

    4. 🧩 Section 4: Residency, Relationship & Support Tests

    5. 🚨 Section 5: Common IRS Errors & Compliance Tips

    6. Section 6: (Lesson 1) Due Diligence Case Studies & Interview Practice

    7. (Lesson 2) Student Practice Worksheet - Due Diligence Case Studies

    8. Lesson 3: Case Study Assignment – Due Diligence Interview Practice

    9. 💼 Section 7: Self-Employment Income Verification & Documentation

    10. Section 7 Add-on: Schedule C Client Interview & Questionnaire

    11. 🌟 Week 2 – End of the Week Recap

    1. 🗄️Section 1: Understanding Refundable and Non-Refundable Credits

    2. 📈Section 2: Earned Income Credit (EIC) & Due Diligence Basics

    3. 📃Section 3: Child Tax Credit, Education Credits & Other Common Credits

    4. 📘Section 4: Deductions & Adjustments

    5. 📎 Section 5: Practice Return: Pulling It All Together

    1. Lesson 4.1| Completing Form 1040: From Summary to Schedules

    2. Lesson 4.2| Business Expenses & Documentation Standards

    3. Lesson 4.2| Business Expenses & Documentation Standards (Continued

    4. Lesson 4.3| Preparing & Finalizing the Return

    5. Lesson 4.3 Assignment Client Information

    6. Lesson 4.4| Start-to-Finish Return Workflow

    7. Week 4 Workflow Checklist

Become Your Own Tax Boss

  • $200.00
  • 35 lessons

‘‘Start Your Own Tax Business Today”

Enroll today