CCTAX PRO TAX ACADEMY
Time is always of the essence, and when you only have a limited window for learning, our Self-Paced Tax Academy is the perfect solution.
This course is ideal for team members with varying schedules. Upon completing the program, preparers will receive a Certificate of Completion as recognition of their achievement. Additionally, practice returns are included to provide extra hands-on experience with various scenarios.
Make the most of your time and elevate your skills with our flexible and comprehensive training!
What's included in this Course?
Here's What You Get in This Course
Tax Training/Manuals& Student Portal
Tax Training/Manuals& Student Portal
Marketing Materials
PTIN setup assistance w/ IRS
AFSP & CE assistance w/ IRS
Instructor/ Zoom assistance
Course Schedule
Introduction
• Course introduction
• Meet Your instructor
• Meet Your Teammates
• Course Expectations
• Class schedule
• What you'll learn in the course
• What's included in the course
• Contract & Agreements
Module 1
• How to start a tax
• Business Name, Setup, Register,
Address & Structure
• Business Email, Number, and Bank Account
• EIN Assistance
• PTIN Registeration
• Due Diligence Training (IRS Website)
• Important Resources
Module 2
• Customer Service
• Circular 230 & Ethics for the Tax Preparer
• Who can practice before the IRS ?
• Due Diligence
• PTIN Registeration
• Due Diligence & Record keeping
• Understanding Tax laws & Regulations
• Important Tax Deadlines
• Important Resources
Module 3
• Intro to Tax Preparation
• Tax Credit & Deductions
• Filing Status
•Dependents: Qualifying childs vs Qualifying Relative
•Who must file a Tax Return!
•Find Tax Forms& Publications
•Important Resources
Module 4
• Standard & Iternized Deductions
• Form 1040 explained
• Tax Schedules: 1, 2, 3, A, B, C, D, E, F, H. 3. R, SE, & 8812
• Tax Credits & Deductions
• How to Amend a Tax Return
• Important Resources
Module 5
• Types of Income
• W-2 Form
• W-4 Form
• 1099 Forms
• 1098 Forms
• Important Resources
Module 6
• Mastering the Schedule C
This entire module is solely based on the Schedule C Form and goes in thorough depth on how to file a complete & accurate small business return
Module 7
• Tax Law Updates 2024
This entire module is solely based on the new tax Law updates and goes in thorough depth on each law that will take effect next season
Module 8
• Marketing Materials & Resources
• FINCEN Process
NEED TAX MENTORSHIP?
• Feeling Stuck or Unsure as a new Tax Preparer?
• Wondering how to market and get clients?
• Struggling to set your pricing and streamline your processes?
• Unsure if you’re preparing tax returns or handling complex scenarios correctly?
• Looking for the tools, software, and best practices to run your practice confidently?
You don’t have to figure it out alone. With the right mentorship/ coaching, you can turn your questions into answers—and your business into a success.
Basic Tax Training Course+ Tax Software for ERO/EFIN
This course is tailored for individual or solo tax offices looking to expand their business and increase their income.
We provide a comprehensive, step-by-step blueprint to transform your office into a Million Dollar Tax Business through strategic tax training and marketing techniques. Ready to elevate your tax practice? Enroll now in our 8-week Tax Training Course, which includes an additional week dedicated to Tax Marketing Strategies. The course comes with software and mentorship to guide you every step of the way.
Class sizes are limited and operate on a first-come, first-served basis. Your success is our priority!
Basic Tax Training Course+ Tax Software for PTIN
Ready to take the leap from seasonal to a full-time tax professional, but missing the credentials to become an ERO? In this course, we not only teach you the essentials of tax preparation but also register your office with the IRS by securing your EFIN.
This program is designed to empower and educate you how to become the boss you've always dreamed of being, while allowing you to retain 100% of your fees. Our "Business in a Box" is perfect for those with little to no experience who are eager to get started.
Don’t wait too long—class sizes are limited!
Ready, set, grow!
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