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 5: Practice Return: Pulling It All Together

    5. SECTION 3.5: Understanding Credits & Deductions

    6. Section 3.6: W-2 Income Walkthrough

    7. Section 3.7: Client Intake & W-2 Income Entry

    8. Section 3.8: 1099-NEC Income Entry

    9. Section 3.9: 1099-MISC Income E

    10. 📘Section 4: Deductions & Adjustments

    1. Section 4.1: Completing Form 1040: From Summary to Schedules

    2. Section 4.2: Business Expenses & Documentation Standards

    3. Section 4.2: Business Expenses & Documentation Standards (Continued

    4. Section 4.3: Preparing & Finalizing the Return

    5. Section 4.3 Assignment Client Information

    6. Section 4.4: Start-to-Finish Return Workflow

    7. Week 4 Workflow Checklist

    8. LESSON 4.5 Client Intake, Pushback, and Control During Return Preparation

    9. Lesson 4.5 (Continued): Client Intake, Pushback, and Control During Tax Preparation

    1. ⭐ LESSON 5.1| IRS DUE DILIGENCE DEEP DIVE

    2. Lesson 5.1| IRS DUE DILIGENCE DEEP DIVE QUIZ

    3. 🌟 LESSON 5.2| The CNS Professional Client Intake Workflow

    4. Lesson 5.2| CLIENT INTAKE WORKFLOW QUIZ

    5. 💙 LESSON 5.3| Identity Verification & Fraud Prevention

    6. ⭐ Lesson 5.3| Identity Verification & Fraud Prevention Quiz

    7. 💙 LESSON 5.4| Dependent Eligibility: Advanced Real World Application

    8. 5.4| Dependent Eligibility: Advanced Real-World Application Quiz

    9. 💙 LESSON 5.5| Beginning the Tax Return in the Software (Data Entry, Accuracy & Workflow)

    10. 💙 LESSON 5.6| Closing the Return, Adding Bank Products, and Final Week 5 Review

    11. Bonus IRS Due Diligence Standards PDF

    1. Lesson 6.1| Reviewing a Tax Return as a Complete File

    2. Lesson 6.2| Understanding and Responding to Software Diagnostics

    3. Lesson 6.3| Checking Income, Credits, and the Final Result for Reasonableness

    4. Lesson 6.4| Documentation and Preparer Notes: Protecting Yourself and Your Client

    5. Lesson 6.5| Knowing When to Pause a Return or Ask for Help

    6. Lesson 6.6| Capstone Assignment: Your First Real Return (With Supervised Review)

    7. Lesson 6.7| Final Wrap-Up and Next Steps in Your CNS Tax Academy Journey

    8. “POP QUIZ” Let’s Summarize Everything You Learned

Become Your Own Tax Boss

  • $200.00
  • 61 lessons

‘‘Start Your Own Tax Business Today”

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