TAX PREPARATION COURSE

Our course has been designed to cover the fundamentals of basic tax preparation in the United States. During the classes, all schedules, credits and forms related to individual and small business tax payment are covered. This knowledge is applied by the student when preparing tax returns by hand or electronically.

The course consists of a Theoretical and Practical part (In-person classes-Explanation of the software). You will be advised to obtain your own PTIN (Prepare Tax Identification Number), Technical and Professional Advice for each declaration that you prepare.

• Includes access to online software E-filing taxes pro.
• Revenue Program -Share 60/40 on income from tax returns.

TAX PREPARATION TRAINING

– INTRODUCTION.
– WAGES AND OTHER INCOMES.
– REQUIREMENTS TO FILE YOUR TAXES.
– DEPENDENT SUPPORT AND EXEMPTIONS.
– MARITAL STATUS FOR THE PURPOSES OF THE DECLARATION.
– RELATED TO DEPENDENTS.
– INCOME FROM INTEREST AND DIVIDENDS.

– CAPITAL ASSETS.
– EARNED INCOME CREDIT.
– OTHER INCOME.
– SETTINGS.
– ITEMIZED DEDUCTIONS I.
– ITEMIZED DEDUCTIONS II.

– SELF-EMPLOYED INCOME.
– DEPRECIATION.
– DEPRECIATION, A FURTHER STUDY.
– SELF-EMPLOYED.
– INSURANCE AND RETIREMENT PLANS.
– BUSINESS AND/OR WORK EXPENSES.

– CREDITS.
– HIGHER EDUCATION TAX CREDITS 22 RETIREMENT CONTRIBUTIONS.
– DISTRIBUTIONS FROM SAVINGS PLANS FOR RETIREMENT.
– PASSIVE INCOME.
– FINES AND DECLARATIONS.
– AMENDED.
– TAX PLANNING.
– OPTIONS FOR THE PRESENTATION OF THE ETHICS STATEMENT.