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Courses
Provider
number 3B9R8
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COURSE TITLE : Mastering 1040 tax Return
Tax Preparation Class:
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Intensive classes in tax preparation , starts at basics and progress to the complex.
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Course overview
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Content
Learn 1040 in detail
The class emphasis is on individual filing of personal income tax returns, estate tax returns, and gift tax returns. Both concepts and theories of individual taxation is taught. We however go beyond that by showing sample completed forms and preparing tax returns ( this a practical course ) the goal is for you to master tax preparation .
Schedule
View sample class
COURSE TITLE : IRS - Enrolled Agent Review Class
Designed to give indepth knowledge of tax issues for federal tax preparation and enrolled agent exams.
This class is not approved for EA continuing education credits.
Course overview
Covers 3 parts of the IRS EA (SEE) exam
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Part I - Individuals
- 1 -week (day) or 4- week class (evenings) -
Part II - Businesses
- Fri. & Sat. -
Part III - Representation, practices and procedures
- Fri & Sat. -
Schedule | Books
- Schedule Enrolled Agent Exam
Continuing Education Packages
New include OTRP Annual Federal Tax Refresher Course (6 credits)
Live Class ONLY
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Elderly Matters Package (18 credits )
- Fri & Sat. -
Mastering 1120 S tax return I (18 credits)
Fri & Sat. -
Schedule C , Depreciation & Business Use of the home (18 credits)
- Fri & Sat. -
Marriage and Divorce (18 credits)
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Schedule
Course outline
All CE packages include 2 hours Ethics , 6 hours annual federal tax refresher course and 10 hours federal tax matters.
These classes are geared towards other tax preparers continuing education.
Our 18 hour classes builds on prior tax knowledge.( Not recommended for beginners )
These are two day classes ( Friday & Saturday - 8:00 am - 5: 30pm)
Annual Tax Refresher Course
Self Study/Internet Class - 11 credits
Include Tax Law Updates, Ethics , Practice and Procedures
Enrolled Agent (EA)
A two day live class qualifies for 16 credits
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Elderly Matters - 16 credits
- Fri. & Sat. -
Mastering 1120 S tax return I- 16 credits
- Fri. & Sat. -
Schedule C , Depreciation & 8829 -16 credits
- - Fri. & Sat. -
Marriage and Divorce-16 credits
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Schedule
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All CE classes include 2 hours Ethics and 3 hours of tax updates + federal tax law
Enrolled Retirement Plan Agent (ERPA)
Ethics & Circular 230 (2 credits)
- Fridays(schedule) Not available currently
Schedule
Class methods
Direct classroom teaching for one on one questions and answers
Correspondence /Self study courses - go at your own pace, 2 free retake of test
Internet/ Self Study courses - complete anytime, anywhere
We provide real world examples using current materials and equipment.
All Continuing Education (CE) courses are IRS approved.
Taxwise Software Classes 3 days
This is one of the most used tax software
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Learn this progam with direct computer experience.
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Directly enter taxpayers information into forms and schedules.
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Diagonistic tools before efiling to check for accuracy
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Software the professionals use for faster tax preparation.
Microsoft Office Classes
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Software training on , Microsoft Office: Excel Word , Outlook ,Powerpoint
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Beyond basics - you have taught yourself the programs are you doing things most efficiently?
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Setting up and editing with success- protecting data, worksheets made easy, formulas etc.
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Data exchange with other applications, tables , databases and more.
Payroll Classes
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Payroll deductions and reportings
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States requirements
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IRS penalties, payroll trust account
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Unemployment tax laws.
Sales Tax Class
All business owners need this class to avoid future IRS and State problems
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Payroll taxes , unemployement taxes
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1099 versus w2 worker
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Workplace sexual harassment and preventing it
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Workers compensation and the law
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States employment laws and rates, tax updates and more.
Marketing, Business Ethics, Office Policies and Procedures
These workshops focuses on :
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Growing your business grow in a tough economy
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Marketing on the web. allocating spending your markeing dollars.
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Workplace sexual harassment and preventing it
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Human Relations and Communication; giving great customer service
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Business Ethics - providing strong competition in an ethical environment
Quick Books Classes
Gaining confidence in making QuickBooks work for your business.
Level I, 2 days
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Set up your company
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Set up chart of accounts
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Vendor: bills, bill payments, checks, bill payment stubs, credit memos and more
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Customers: invoices, receipts, payments, deposits, customer statements
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Sales Tax, set up, adjust, pay and report
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Inventory: purchase order, receive items, adjust inventory, closing inventory
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Cash Register, petty cash , bank reconcilation
Level II, 2 days
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Handling payroll; set up employees, make tax deposits, report quarterly returns
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Reporting : profit amd loss and balance sheet, ratios analysis
Fixing payroll problems
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Journal Entries
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Depreciationn and disposal of assets
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Merging accounts, removing duplicate accounts
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Handing assets and liability accounts
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Creating collection letters
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Working with templates