The client interview process | Snappy Tax University

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Tax Prep 101: "Taxwise"

Outline

General Principles
Filing Basics
Tax Credits
Business and Casualty Losses
The Tax Computations
The client interview process
Learning Your Tax Software
Marketing your business

Basic Principles

The Present Income Tax Law
What is a tax Refund?
When to file a income tax return?
Who should file a tax return and when should they file?
The tax return forms and schedules
Quiz

Filing Basics

Type of Taxes
What is a Tax Refund and When To expect one?
Other Tax Credits
Quiz

Tax Credits

Non Refundable vs Refundable tax credits
How Credits and Deductions Work
Child Tax Credit
Earned income Credit
American Opportunity Tax Credit
Dependant Care Credit
Quiz

Business Casualty and Losses

Casualty Losses
Theft Losses
Insurance or Other Reimbursements
Captain Gains
Claiming the loss
When to Deduct
Quiz

The Tax Computations

How to calculate provision for income tax
The current Tax Expense
Deferred Income Tax Expense
4 steps to improve your tax provision calculation process and results
Quiz

The Client Interview Process

Getting to Know your Client
Gather Personal Information
Tax Planning
10 Tips for Interviewing Taxpayers
Quiz

Learning your tax software

Introduction
How to prepare and Efile a 1040
1040 Dependent and Financial Product
Married filing Jointly Return
Sch C Return
Return One
Return Two

Marketing Your Business

Word of Mouth
Website
Social Media
Find your target Audience
Email
Postcards
Flyers
Quiz

FINAL

Test

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The client interview process

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