Tax Preparation Class

Tax Preparation Class

$99.00

Saturday, August 8, 2026

One fun-filled day that will introduce you to the information you need to become a tax preparer. We will also teach you how to prepare a 1040 tax return using the best industry-standard commercial tax software.

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The Basic Income Tax Class will cover the fundamentals of tax preparation and such topics as:

  • Tax Filing requirements and Filing status

  • Due Diligence requirements

  • Exemptions and dependents, wages, salaries, and tips, etc.

  • Commonly used forms... W2, 1099, 1098, 1040 etc.

  • Interest, dividends and other income, standard deduction, and itemized deductions

    • Child Tax Credit, Earned Income Credit, Child and Dependent Care Expenses

    • Client interview process

    • Profit or loss from a business

    • Student loan interest deduction, moving expenses and other adjustments