2023 Tax Preparer Trifecta NO Software
Includes Professional Tax Preparer, AFSP, EA and Marketing with Social Media. Regular price $4,085
Discounted Price $ 3,341
Software NOT Included
and take your career and practice to the next level!
Self-Certification Program - 62 hours
Tax fundamentals.
1040 personal tax return preparation.
Profitable business returns.
How to build a successful tax practice.
What You'll Learn In this Program
Module 1: Establishing The Tax Foundation
Module 1 acts as an introduction to Tax Preparation. You'll learn the nuts and bolts of preparing the most common types of Tax Returns. This not only gives you a solid foundation in your understanding of the process of preparing business tax returns, but is also very helpful in aiding you when preparing individual tax returns.
Module 2: Becoming The 1040 Expert
Module 2 of the Professional Tax Preparer™ Program deals with the background information and forms that go into preparing Page 2 of a 1040. We will also discuss all the adjustments that can be made to adjusted gross income, including the credits that are allowed and different types of deductions and exemptions that can be taken against that adjusted gross income number.
Module 3: Profitable Business Returns
Module 3 introduces you to the world of business organizations and their tax concerns. This module is a practical companion to Module 2, as it gives you experience in completing each of the schedules and forms common to business organizations. You will learn tax concepts in accounting, elements of business financial statements, and how to report gain and loss on dispositions of business property.
Module 4: Building A Successful Tax Practice
Module 4 was developed to give you the turnkey process necessary to build a successful tax business. This includes proven marketing strategies, pricing, client interviewing for tax planning and preparation and much more. Universal Accounting Center will help you get your businesses running profitably in weeks, not months. The skills and strategies presented in Module 4 of the Professional Tax Preparer™ Program are the result of years of experience in running a profitable tax preparation business.
What You'll Learn In this Program
Module 1: Establishing The Tax Foundation
Module 1 acts as an introduction to Tax Preparation. You'll learn the nuts and bolts of preparing the most common types of Tax Returns. This not only gives you a solid foundation in your understanding of the process of preparing business tax returns, but is also very helpful in aiding you when preparing individual tax returns.
Module 2: Becoming The 1040 Expert
Module 2 of the Professional Tax Preparer™ Program deals with the background information and forms that go into preparing Page 2 of a 1040. We will also discuss all the adjustments that can be made to adjusted gross income, including the credits that are allowed and different types of deductions and exemptions that can be taken against that adjusted gross income number.
Module 3: Profitable Business Returns
Module 3 introduces you to the world of business organizations and their tax concerns. This module is a practical companion to Module 2, as it gives you experience in completing each of the schedules and forms common to business organizations. You will learn tax concepts in accounting, elements of business financial statements, and how to report gain and loss on dispositions of business property.
Module 4: Building A Successful Tax Practice
Module 4 was developed to give you the turnkey process necessary to build a successful tax business. This includes proven marketing strategies, pricing, client interviewing for tax planning and preparation and much more. Universal Accounting Center will help you get your businesses running profitably in weeks, not months. The skills and strategies presented in Module 4 of the Professional Tax Preparer™ Program are the result of years of experience in running a profitable tax preparation business.
Annual Filing Season Program
The module provides you a complete refresher for the current tax filing year. You will learn about tax preparer ethics and how to avoid the dangers of tax fraud, get a primer on all tax law changes and updated filing requirements, and more.
Enrolled Agent Test Preparation
The goal of this module is to help you pass the Enrolled Agent Exam. The EA Exam is a rigorous three-part exam, which tests you in virtually all aspects of taxation. To help prepare you for this exam, we will show you where the examiners test most heavily, disclose recent trends on the exam, by part and by topic, explain how to focus your study on the hot topics, steer you clear of the irrelevant topics with little or no points, show you test-taking tips and techniques to get those extra points, work hundreds of actual exam questions with you, review many of the actual tax forms referred to on the exam, use real-life illustrations to help understand the why’s of tax law, and show what you need to memorize for the exam.
Toolbox & Virtual Tradeshow
This module functions as a toolbox and virtual tradeshow introducing to the wide variety of professional accounting and tax prep and business software tools to help your practice succeed and excel.
click on a course to explore the course's curriculum
All Courses & Programs, Professional Bookkeeper Program, 2021 Professional Tax Preparer Program, 2022 Tax Preparer Trifecta, Free Resources
All Courses & Programs, Tax Planning & Preparation
All Courses & Programs, Tax Planning & Preparation
All Courses & Programs, Tax Planning & Preparation
All Courses & Programs, Tax Planning & Preparation
All Courses & Programs, Prior Tax Years, 2021 Professional Tax Preparer Program, 2022 Tax Preparer Trifecta, Tax Planning & Preparation
All Courses & Programs, Prior Tax Years, 2022 Tax Preparer Trifecta, Tax Planning & Preparation
All Courses & Programs, Professional Bookkeeper Program, Free Resources
All Courses & Programs, Business Acceleration, Universal Client Recruiting Machine
Even though you may be training from the comfort of home, you are far from on your own. You’ll have access to the support of knowledgeable accounting professionals throughout your course and beyond.
Orientation Counselor to help you get set up and started right.
Academic Coach (tutor) to help you learn the material and answer related real-world questions.
Marketing Coach to help you apply our proven turnkey business plan to find and engage with your ideal clients as you start and build your business.
Allen Bostrom, CPA
Adam Syvock