Overview

This intermediate-level course is designed to help tax preparers deepen their knowledge of tax law, improve client interaction, and master the technical aspects of preparing personal and business tax returns. This course will cover essential tax terms, updated tax laws, how to effectively interview clients, and tips on documentation and marketing strategies for a successful tax season.

• How To Properly Interview A Client
• Glossary of Key Terms:
• Updates Tax Laws & Credits:
• The Proper Documentation To Accept:
• How to Properly Use Your software
• How to Properly Complete Advanced Personal & Business Tax Returns
• How to complete a 1040x
• How To Properly Market for the Tax Season using 10 different methods.