Elevated Tax Pro

Looking to elevate your tax preparation skills?
Elevate your tax preparation skills with this comprehensive course.
Learn tax laws, filing taxes for individuals, and maximizing returns.
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Course curriculum

1. Your Elevation is the Goal
2. Copyright Agreement
3. Course Agreement Acknowledgement
4. Non-Compete Agreement
5. Non-Disclosure Agreement (NDA)
6. Elevate with ShayZ
1. Elevated Academy Welcome Introduction
2. Course Outline
3. Elevated Tax Bosses Group
4. States That Require Registration
1. Module 1: Who can Practice Before the IRS, Circular 230, & Due Diligence
2. Treasury Department Circular No. 230
3. Module 1: Quiz
4. Module 1: Questions
5. Module 1: Resources
6. Module 1: Due Diligence Training Walkthrough
7. Module 1 Home Work : The Due Diligence Training Module
1. PTIN Process
2. PTIN Process Video Links
1. Module 2: Filing Statuses, Who can be an Dependent, & who should File
2. Module 2: Quiz
3. Module 2: Questions
4. Module 2: Resources
5. Publication 501
1. Paid Preparer Publication 4687
2. Publication 4933 Due Diligence Must Do's
3. Instructions for 8867
4. Due Dilligence 8867
5. Parts of Forms 8867
1. Please Leave A Review 💜
1. PRACTICE RETURN 1
2. PRACTICE RETURN 2
3. PRACTICE RETURN 3
4. PRACTICE RETURN 4
5. PRACTICE RETURN 5
6. PRACTICE RETURN 6
7. PRACTICE RETURN 7
8. PRACTICE RETURN 8
1. Social Media Marketing
2. Referrals Scripts
3. Elevate your content with Canva
1. Tax Return Data Collection and Document Requirements
2. Filing System for Client Tax Returns (Paper and Electronic Files)
3. Rejected Tax Returns: Working Tax Return Reject
4. Electronic Signature for Individual Income Tax Returns
5. Electronic Signature for Taxpayers
6. Tax Preparation Procedure
7. Using the Refund Estimator Tool For Tax Refund Estimates
8. Resolving Errors Caused by the Company
9. Client Tax Folder Set Up
10. Handling Common Tax Documents
11. Encouraging Clients to Set Up an Online Account with the Internal Revenue Service (IRS)
12. Tax Office Discount and Referral Programs
13. Submission and Review of Tax Returns Before E-filing
14. Avoiding Refund Delays
15. Excellence in Client Service
16. Refund Advance Loans
17. Reviewing and Validating Deductions and Credits
18. Tax Information Research and References
19. Tax Software Usage
20. Understanding the W-2 Form
21. Payment Due / Balance Owed and Options for Tax Payment
22. IRS Publication 17 - Your Federal Income Tax
23. Due Diligence & Additional Safeguards
24. Fee Transparency Policy
25. Key Terms
26. Tax Preparation Company Services
27. Taxpayer Advocate Program (TAP) - Client Advocacy Process
28. Module 14: Questions
1. Exercise 1
2. Exercise 2
3. Exercise 3
4. Exercise 4
5. Exercise 5
6. Exercise 6
7. Exercise 7
1. Publication 15 Circular E Employer's Tax Guide
2. Publication17 Tax Guide For Individuals
3. Publication 334 Tax Guide for Small Buisness Schedule C
4. Publication 463 Travel Gift and Car Expenses
5. Publication 501 Dependents Stanadard Deduction and Filing Information
6. Publication 502 Medical and Dental Expenses
7. Pulication 504 Divorced or Seperated
8. Publication 525 Taxable and Nontaxable Income
9. Publication 544 Sales and Dispositions of Assets
10. Publication 554 Seniors
11. Publication 555 Community Property
12. Publication 514 Foreign Tax Credit
13. Publication 521 Moving Expenses
14. Publication 526 Charitable Contributions
15. Publication 527 Rental Property
16. Publication 530 Homeowners
17. Publication 531 Reporting Tip Income
18. Publication 535 Business Expenses
19. Publication 560 Retirement for Small Business
20. Publication 590A IRA
21. Publication 594 IRS Collection Process
22. Publication 915 Social Security and Rail Road Benefits
23. Publication 929 Tax Rules for Dependents
24. Publication 936 Home Mortgage Interest
25. Publication 939 Pensions and Annuities
26. Publication 969 HSA
27. Publication 1771 Charitable Contributions Rules and Regulations
28. Publication 4933 Due Diligence Must Do's
29. Unfunded Return Protocol
30. Transcript Cheat Sheet
31. 53 Common Credits and Deductions
32. College Tax Offset Hardship Refund Request
1. IRS Forms List
2. Instructions 1040
3. Form 1040
4. Form 1040 SR
5. Form 1040 Schedule 1
6. Form 1040 Schedule 2
7. Form 1040 Schedule3
8. Instruction 1040 Schedule B
9. Form 1040 Schedule D
10. Instructions 8867
11. Form 8867
12. Form 886 HEIC
13. California 540
14. Form W7 ITIN
15. Form 2120 Multiple Support Declaration
16. Form 8332 Release of Child Form- Child being claimed by someone else
17. Instructions 1099div
18. Instructions 8949 Sales of Capital Assets
19. Form 8949 Sales of Capital Assets
20. Instructions 1040 SE
21. Form 1040 SE
22. Instructions 8863 Education Credits
23. Form 8863 Education Credits
24. Form 1098t
25. Instructions 2441 Child and Dependent Care Expenses
26. Form 2441
27. Instructions 8959 Medicare Tax
28. Instruction 2106 Business Expenses
29. Form 2106
1. Tax Preparation Checklist
2. Sample Template for Use by Healthcare Providers
3. Sample Template for Use by Childcare Providers
4. Consent for Payment
5. Sample Template for Use by Schools
6. Email Templates
7. Email Drip Campaign for return Clients
1. Due Diligence
2. Filing Status , Dependents, & Deductions
3. Income
4. Extensions & Amendments
5. Adjustments to Income
6. Other Taxes
7. Payments and Credits
8. Itemized Deductions
9. Schedule C
10. Schedule E
11. Depreciation
12. Capital Gains & Losses
13. E-filing
14. Schedule F
1. Elevated Tax Pro: Tax Law Updates
1. Zoom Meeting Link
1. Before You Go!
2. You have Finished the Course
3. End of Course Quiz
4. Congratulations! You PASSED!

About this course

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164 lessons
0 hours of video content

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Elevated Tax Pro

Course curriculum

Elevated Academy Courses

Introduction & Orientation Module

Module 1: Circular 230 / Intro to Ethics

PTIN Process (Complete no later than Nov14th)

Module 2: Filing Status

Mandatory Due Diligence Training

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Software Practice Return

Marketing

Customer Service & Standard Office Procedures

Scenarios

Resources and Publications

Forms and Instructions

Templates

Ebooks

Tax Law Updates 2024

Weekly Zoom Meetings

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About this course

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