A 10-hour (5 sessions x 2 hrs) course that introduces you to the fundamentals of individual tax preparation. You’ll learn filing requirements, statuses, dependents, income types, deductions, and credits. We’ll also cover the e-file process and common rejections so you’re ready to prepare standard returns with confidence.

Curriculum Highlights:

Ethics, Due Diligence, IRS Intake Process
Filing Requirements & Filing Status
Dependents, Wages, Interest, Dividends
Standard Deduction, EITC, Child & Education Credits
Saver’s Credit, Child & Dependent Care Credit, Tax Tables
E-file Process, Common Rejections, Review & Q&A