Crutchfield Tax Academy Course Introduction
MODULE 1: BECOMING A REGISTERED TAX PREPARER AND DUE DILIGENCE
MODULE 2: TYPES OF INCOME AND TAX CREDITS/DEDUCTIONS
MODULE 3: INTRODUCTION TO TAX FORM 1040 AND SCHEDULES THAT ATTACH
MODULE 4: INDIVIDUAL TAX RETURNS AND COMMON TAX FORMS
MODULE 5: CUSTOMER SERVICE AND MARKETING
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CUSTOMER SERVICE (VIRTUAL AND IN PERSON CLIENTS)
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MARKETING AND BUILDING CLIENTELE (CLIENT INTAKE FORMS)
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MORE MARKETING ON STEROIDS
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PRE SEASON LOANS AND HOW THEY WORK (WAYS TO PREVENT LOAN LOSS)
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DUE DILIGENCE NOTES DONE RIGHT AND HOW TO INTERVIEW YOUR CLIENTS (CHEAT SHEET WITH QUESTIONS TO ASK NEW CLIENTS)
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WHAT DOCUMENTS YOU MUST GET FROM YOUR CLIENTS AND WHAT TO MAKE SURE YOU KEEP ON FILE (GOOD RECORDKEEPING PRACTICES)
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AFSP AND CE HOURS (CONTINUING EDUCATION CREDITS)
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END OF THE MODULE EXAM
