Browse products
search
This site was created with 
. Create your online course today.Start now
Create your course with . Create your online course today.Start now.. Create your online course today.Start now.
If you’ve never done taxes before and want to finally understand how it all works, you’re in the right place! This course is designed for beginners, so we’ll start with the basics and build your knowledge step by step. We’ll cover everything from filing requirements and choosing the right filing status, to understanding who qualifies as a dependent. You’ll also learn about additional income, adjustments to income, and the difference between taxable and nontaxable income. We’ll dive into capital gains and losses, standard vs. itemized deductions, and how to maximize those refundable credits (like the Energy Credit!). We’ll even cover more advanced topics like Schedule C for small businesses, Schedule D for investments, school tuition, and helping your clients from identity theft. Plus, we’ll talk about due diligence so you can make sure everything is done right. By the end, you’ll feel confident and ready to tackle taxes, whether it’s for yourself or to help others.
If you’re a tax preparer (or on your way to becoming one), you know how important it is to stay organized and professional with your clients. This bundle has everything you need to streamline your client intake process and ensure compliance with IRS requirements. Whether you're working with individuals, self-employed clients, or those claiming dependents, these professionally designed forms will help you gather all the necessary information before starting tax returns.