Course curriculum

    1. Welcome to the CEO Tier Training Program

    2. 🎥 Week 1 – LESSON 1 | Becoming an IRS-Authorized ERO

    3. 🗓️ LESSON 2 | Obtaining & Maintaining a PTIN

    4. LESSON 2.1 🔐 Understanding Your Data Security Responsibilities as a PTIN Holder

    5. 💡LESSON 3 | Due Diligence & IRS Compliance

    1. 📌LESSON 1 | Filing Extensions, Amended Returns & IRS Corrections

    2. 📘LESSON 2 | Self-Employment & 1099 Income (Schedule C Basics)

    3. LESSON 2.1 | Schedule E | Rental & Passive In

    4. 🗂️LESSON 3 | Amendments & Corrections (Form 1040-X)

    5. 🗃️Lesson 4 | Extensions & Late Filings (Form 4868 & 7004)

    6. 📝Lesson 5: CEO Due Diligence & Documentation

    1. Lesson 1| Understanding Business Entities & Which Return Gets Filed

      FREE PREVIEW

    2. Lesson 1.5| Understanding Business Entities & Which Returns Get Filed Assignment Continued

    3. Lesson 2| Advanced S-Corp Case Study: Trucking Company + Payroll + K-1 Income Flow

    4. Lesson 2.5| Advanced S-Corp Case Study: Trucking Company Assignment Download

    5. Lesson 3| S-Corp Compliance Deep Dive: Payroll, Deadlines & IRS Requirements

    6. Lesson 4| Pricing, Packaging & Monthly Service Models (Hybrid Model)

    7. Lesson 4.5| Pricing, Packaging & Monthly Service Models Continued Script

    8. Lesson 5| Onboarding & Managing Business Clients Like a Firm

    9. WEEK 3| FINAL REVIEW & CLOSING

    1. Lesson 4.1| Software Setup & Firm Infrastructure (CEO-Level)

    2. Lesson 4.2| Marketing Foundations for Tax Season

    3. Lesson 4.3| Building Your Marketing Kits (CEO-Level Branding & Content Creation)

    4. Lesson 4.4| Staffing, Hiring & Outsourcing (CEO-Level Leadership Training)

    5. Lesson 4.5| Client Pipeline Management & Pre-Season Organization (CEO-Level)

    6. Week 4 Overview Quiz

    1. Lesson 5.1: Bank Products Overview

    2. Lesson 5.2: Tax Software Setup

    3. Lesson 5.3: Firm Operations & Internal Controls

    4. Lesson 5.4: Client Handling Challenges

    5. Lesson 5.5: CEO Daily Dashboard & Performance Management

    6. Lesson 5.6: Week 5 Assignment: Firm Operations Blueprint

    7. Lesson 5.7 Refund Transfer Compliance Training

    1. LESSON 6.1: Connecting Weeks 1–5 Into One Firm System

    2. LESSON 6.2: Designing Your Service Menu & Offers Like a Real Firm

    3. LESSON 6.3: Your Signature Intake System & Client Experience

    4. LESSON 6.4: Compliance Capstone & Bank Readiness

    5. Lesson 6.5: First-Year Revenue, Capacity & Growth Planning

    6. Lesson 6.6: Final Assignment: Your CEO Soft-Launch Firm Blueprint

    7. 🎉 CONGRATULATIONS CEO You Have Completed the CNS CEO Tier Training

About this course

  • $400.00 first payment, then 3 x $1,297.00/mo

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