A 14-hour (7 sessions x 2 hrs) program designed for preparers who understand the basics and want to handle more advanced returns. This level focuses on small business taxation, retirement income, itemized deductions, capital gains, and health-related tax provisions.

Curriculum Highlights:

Review of Basic Tax Topics
Self-Employment Income & Schedule C Basics
Business Income & Expenses + Home Office Deduction
Retirement Income: Social Security & Pension Distributions
Itemized Deductions (Schedule A)
Introduction to Capital Gains & Losses
HSAs & Affordable Care Act Basics
Practice Return & Review