About This Course:
Thinking about starting your own tax business? This course is here to help you do just that. We’ll walk you through the basics of tax law, show you how to meet IRS requirements, and give you the tools and confidence to prepare both individual and small business tax returns.
You’ll learn how to navigate real tax situations, understand key rules and regulations, and gain the skills needed to confidently support your clients. It’s not always easy—this course will challenge you—but by the end, you’ll be equipped to answer tax questions, research laws and updates, and even run your own tax office with confidence.
This is real training for real results. Let’s get to work.
Course Curriculum:
Crutchfield Tax Academy Course Introduction
Available in
days
days
after you enroll
MODULE 1: BECOMING A REGISTERED TAX PREPARER AND DUE DILIGENCE
Available in
days
days
after you enroll
MODULE 2: TYPES OF INCOME AND TAX CREDITS/DEDUCTIONS
Available in
days
days
after you enroll
MODULE 3: INTRODUCTION TO TAX FORM 1040 AND SCHEDULES THAT ATTACH
Available in
days
days
after you enroll
MODULE 4: INDIVIDUAL TAX RETURNS AND COMMON TAX FORMS
Available in
days
days
after you enroll
MODULE 5: CUSTOMER SERVICE AND MARKETING
Available in
days
days
after you enroll
- CUSTOMER SERVICE (VIRTUAL AND IN PERSON CLIENTS)
- MARKETING AND BUILDING CLIENTELE (CLIENT INTAKE FORMS)
- MORE MARKETING ON STEROIDS
- PRE SEASON LOANS AND HOW THEY WORK (WAYS TO PREVENT LOAN LOSS)
- DUE DILIGENCE NOTES DONE RIGHT AND HOW TO INTERVIEW YOUR CLIENTS (CHEAT SHEET WITH QUESTIONS TO ASK NEW CLIENTS)
- WHAT DOCUMENTS YOU MUST GET FROM YOUR CLIENTS AND WHAT TO MAKE SURE YOU KEEP ON FILE (GOOD RECORDKEEPING PRACTICES)
- AFSP AND CE HOURS (CONTINUING EDUCATION CREDITS)
- END OF THE MODULE EXAM
Check your inbox to confirm your subscription