2023 Recaps & Replays for the Professional Tax Preparer Series

(Posted as recorded)

Dear Learners,

We are excited to announce the availability of recorded reviews for our Live Review series of the Professional Tax Preparer program. Whether you missed a live session or want to reinforce your understanding of the course material, these recorded reviews provide a convenient way to review the key concepts at your own pace. Each review covers specific modules and chapters, allowing you to focus on the areas that matter most to you. Simply access the recordings and dive into the content to deepen your tax knowledge and boost your confidence as a tax professional. We believe that these recorded reviews will be a valuable resource in your learning journey. Enjoy the flexibility and convenience of reviewing the material whenever and wherever suits you best.

Happy learning!

Recap, Review, Rewind

Our recap courses are designed to make accounting fun, accessible, and easy to understand

You have the power to turn back time. Didn't catch that crucial concept during the live webinar? No problem! Rewind, review, and relish the knowledge you missed. Our expert instructors break down complex accounting principles into bite-sized, digestible pieces, ensuring you grasp every detail.

Establishing the Tax Foundation Part 1 (Chapters 1-5)

Recorded June 29, 2023

Establishing the Tax Foundation Part 2

Module 1, Chapters 6-10

During this live review session, we will explore crucial aspects of tax preparation, particularly focusing on Chapters 6-10. These chapters cover essential topics such as Retirement Income, Other Types of Income, and Multiple Adjustments.

Establishing the Tax Foundation Part 2 (Chapters 6-10)

Recorded July 20, 2023

Becoming the 1040 Expert Part 3

Module 2 (Chapters 1-4)

This is a fantastic opportunity to enhance your understanding and receive valuable guidance as you progress in your tax preparation journey.

Session Focus: Module 2, Chapters 1-4: "Becoming the 1040 Expert"

Here's what you can expect from Review Class 3:

This review session will delve into the intricacies of Schedule A and the critical aspects of calculating tax. Understanding these topics is key to navigating tax forms accurately and assisting your clients effectively.

Becoming the 1040 Expert Part 3 (Chapters 1-4)

Recorded August 10, 2023

Becoming the 1040 Expert Part 4

Module 2 (Chapters 5-9)

We're excited to invite you to the forth session of our Live Review series for the Professional Tax Preparer program! This is a fantastic opportunity to enhance your understanding and receive valuable guidance as you progress in your tax preparation journey.

Session Focus: Module 2, Chapters 5-9: "Becoming the 1040 Expert"

Here's what you can expect from Review Class 4:

This review session we will conduct a comprehensive review of Chapters 5-9, which cover essential topics such as Tax Credits, Other Taxes, and Closing the return. Understanding these concepts is vital to becoming a well-rounded tax professional.

Becoming the 1040 Expert Part 4
(Chapters 5-9)

Recorded August 31, 2023

Profitable Business Returns

Part 1 (Chapters 1-4)

We're excited to invite you to the fifth session of our Live Review series for the Professional Tax Preparer program! This is a fantastic opportunity to enhance your understanding and receive valuable guidance as you progress in your tax preparation journey.

Session Focus: Module 3, Chapters 1-4: "Profitable Business Returns"

Here's what you can expect from Review Business Part 1:

This review session we will conduct a comprehensive review of Chapters 1-4, which cover essential topics such review of the key concepts covered in the course so far, including Business Entities, Tax Concepts in Accounting, Elements of Business Financial Statements, and Dispositions of Business Property.  Understanding these concepts is vital to becoming a well-rounded tax professional.

Profitable Business Returns Part 1
(Chapters 1-4)

Recorded September 21, 2023

Profitable Business Returns

Part 2 (Chapters 5-8)

We are delighted to invite you to the final class of our Live Review Series for the Professional Tax Preparer program. In this session, we will be reviewing Module 3 (Part 2), Chapters 5-8: Profitable Business Returns. This class marks the culmination of your journey through the program, and we are excited to have Mr. Adam Syvock, our esteemed presenter and PTP Coach, guide you through this important review.

Session Focus: Module 3 (Part 2), Chapters 5-8: Profitable Business Returns

During this final class, we will conduct a comprehensive review of Chapters 5-8, which cover essential topics related to profitable business returns. Our focus will be on Schedule C, Form 1065, Forms 1120, and 1120S.

Profitable Business Returns Part 2
(Chapters 5-8)

Recorded October 12, 2023

Building a Successful Accounting and Tax Service LIVE review!
(Module 4)

Now for the fun stuff: Let's MAKE MONEY

Presented by Mr. Clay Neves. 

This class will be a review of What's Next. How do you get going and build your business? He will also cover Social Media Marketing in Google, Facebook, and LinkedIn.  

To prepare for this class, make sure you have blank paper and a writing utensil. Your Module 4 manual may be of benefit as well.