Course Description

Upon successful completion of our tax course, you will have the knowledge and confidence to prepare Individual and small business tax returns. You will be able to start and operate your own tax practice, or become a senior preparer in our tax preparation firm. Our Tax Preparation course makes learning about the complex seem simple.


Training Director

PTS Academy

Course curriculum

  • 1

    Introduction

    • Introduction

    • Mission/Vision Statement
  • 2

    Key Terms and Definitions

    • Key Tax Terms

    • Key Health Terms

    • Keyboard Shortcut Keys
  • 3

    Online Income Tax Course

    • Tax Software Download

    • Section 101 - Income Tax Course

    • Section 101 - Test Your Knowledge

    • Section 102 - Income Tax Course

    • Section 102 - Test Your Knowledge

    • Section - 103 Affordable Care Act

    • Section 103 - Test Your Knowledge

    • Section 104 - Schedule C

    • Section 105 - Intake Process

    • Section 106 - How To Tutorials

    • Section 107 - Explaining the Fees

    • Section 108 - Tax Pro Docs

    • Section 109 - Internal Documents and Resources

    • Helpful Hints

    • End of Course - Final Exam

    • Training Director Info