BECOME A TAX PREPARER
Learn the basics of tax preparation with our beginner-friendly self-study courses! Designed to guide you step by step, these courses are available in English and Bilingual-Spanish to help you get started with confidence.
Get StartedBENEFITS OF PREPARING TAXES
Steady Work & Good Pay
Everyone has to pay taxes which means someone is always in need of a tax professional. Whether you work seasonally or year-round, this career offers strong income opportunities.
Flexible Career Path
You'll learn a skill that can go anywhere. Start your own business or find an office to work during tax season. It's up to you on how you want to build the career.
Become a Trusted Advisor
Many people struggle with taxes, and as a tax pro, you provide valuable guidance, ensuring clients save money and stay compliant with the IRS.
GETTING STARTED TAKES JUST A FEW SIMPLE STEPS!
1. Learn the Basics – Take a beginner-friendly tax preparation course to understand how taxes work.
2. Get the Right Credentials – Apply for a Preparer Tax Identification Number (PTIN) from the IRS.
3. Check State Requirements – Some states may have additional requirements. Click here to learn more.
4. Gain Experience – Working at an established tax office or under an experienced professional can help you build confidence and skills.
5. Starting your own business? You'll want to apply for an EFIN and purchase your own tax software. Click here to view a list of softwares.
HERE'S WHAT YOU WILL GET WITH OUR COURSE
10 Hours of Federal Tax Law, 3 Hours of Federal Tax Updates, 2 Hours of Ethics - IRS Provider # 15G0B
- SELF-STUDY: Learn at your own pace
- E-BOOKS: Each chapter includes a virtual book to read online
- PRACTICE TAX RETURNS: Exercises to test your knowledge with real examples
- VIDEOS: Each chapter includes videos summarizing the keypoints
- FINAL EXAMS: Take your final exams from home with ease—multiple attempts allowed at no extra cost!
- CERTIFICATE OF COMPLETION: Earn a certificate to display or show your tax expertise
Topics Covered
Chapter 1: Ethics and Preparer Penalties
Chapter 2: Compiling Taxpayer Information
Chapter 3: Filing Status, Dependents and Deductions
Chapter 4: Income
Chapter 5: Adjustments to Income
Chapter 6: Other Taxes and Taxpayer Penalties
Chapter 7: Payments and Tax Credits
Chapter 8: Itemized Deductions
Chapter 9: Schedule C
Chapter 10: Schedule E and Capital Gains and Losses
Chapter 11: Schedule F and Depreciation
Chapter 12: Extensions and Amendments
Chapter 13: Electronic Filing
This basic course gives an overview of Form 1040. Topics include filing status, standard and itemized deduction, income, which form to use, what credits the taxpayer qualifies for and how to determine a qualifying dependent for the taxpayer. Other topics covered are capital gains and losses, adjustments to income and much more.
Objectives
At the end of this course, the student will be able to do the following:
• Understand the importance of safeguarding the taxpayer’s documents
• Realize when to use Form 4868.
• Understand the different e-filing options.
• Understand how to complete Schedule 2 of the Form 1040.
• Explain how a nonrefundable credit affects the taxpayer’s tax liability.
• Explain which deductions are limited to the 7.5% floor.
Course Level: Basic
Prerequisite: None
Delivery Method: Self-Study
Our courses are created by Tax Preparers & Enrolled Agents!
"The Best system for the education of tax professionals, 100% recommended"
– Gladiola Unzueta
"Your classes are incredibly detailed and informative. Very grateful to Latino Tax Pro. Thank you guys."
– Renick Saro
"Excellent customer service. User friendly platform. Study guide, e-book offers all the content you need to be successful."
– J D
"I enjoy the attention that everyone gives me. They are caring and they communicate always.!!! Thank you."
– Marilyn Mendez
Our learning management system is designed for a seamless experience—easy to navigate, mobile-friendly for learning on the go, and equipped with an interactive eBook to help you track notes effortlessly.
QUESTIONS ON HOW TO START? Click the button below to speak with our experts.
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