Taxamize Tax Preparer Training

Everything you need to know to become a successful tax preparer with Taxamize Accounitng.
  • Lectures 30
  • Video 4 Hours
  • Skill level all level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion

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Course Description

Taxamize Accounting offers a phenomenal tax course that provides novice and advance tax prepares with information on how to complete federal and state worksheets, maximizing tax returns to get your clients a higher bottom line and using a user-friendly software.

We provide you with not only the information but pratical scenarios that you may face while your out on the field.

What are the requirements?

  • You should have already complete all Tax Preparer compliance documents ( Applications & Agreements) before you take this course.

What am I going to get from this course?

  • Over 30 lectures and 3.5 hours of content!
  • Prepare basic tax returns (1040).
  • Prepare complex tax returns.
  • Learning the Maximizing Techniques.
  • Learning how to successfully complete a tax return from start to finish in the Max Tax Software
  • Become excellent Tax Preparers with Taxamize Accounting

What is the target audience?

  • This course is designed for individuals that are beginners or individuals that are advanced. No prior tax preparation knowledge is required to take this course

Curriculum

Section 1: SECTION 1
Section 2: SECTION 2
10:33

Learning how to use the Taxamize Websites.

Taxamize Website Quiz
2 questions
04:04

Familiarizing yourself with the MaxTax Software; learning all of the ins and outs.

Software Training Quiz
2 questions
04:55

During this lecture, you will learn all of the steps required to start and finish a tax return completely.

Client Questionnaire Quiz
3 questions
03:17

Learning how to complete a Client Summary worksheet before you have finished your client's return. Saving your self from a major headache.

Client Summary Quiz
2 questions
08:49

Learning how to secure all of the necessary documents that you need from your tax client.

Securing Documentation Quiz
2 questions
Section 3: SECTION 3
02:03

Learning the proper filing status for your tax payer.

Filing Status Quiz
2 questions
03:10

In this lecture you will learn how to add a spouse to a tax return.

Adding a Spouse Quiz
2 questions
21:01

Learning how to complete a standard 1040 that includes an individual filing a W-2 and claiming two dependents.

Standard 1040 Quiz
5 questions
24:33

In this lecture, you will learn how to complete a student return also known as and individual filing for the American Opportunity Credit with or without income.

Student AOC Quiz
3 questions
20:23

Learning how to complete a Schedule C that includes dependents.

Schedule C Quiz
3 questions
17:42

Learning how to file Household help on a tax return and the benefits.

Household Help Quiz
3 questions
02:08

In this lecture, you will learn exactly what Earned Income Credit is and how your clients will benefit from it and Child Tax Credit and how your clients will benefit from it.

Earned Income Credit Quiz
5 questions
Section 4: SECTION 4
07:09

Learning how to maximize a return with income lower than $10,000.

Maximizing Theory Part I Quiz
4 questions
01:44

Learning the different techniques and examples of maximizing a return with income less than $10,000.

Maximizing Theory Part I: Example Quiz
2 questions
10:20

Learning how to Maximize a Tax Return with Income Greater than $40,000.

Maximizing Theory Part II Quiz
4 questions
16:12

In this lecture, you will learn how to add Adjustments for: Higher Education, Alimony, Student Loan Interest, IRAs and more.

ADDING ADJUSTMENTS QUIZ
3 questions
05:28

Learning the benefits of Itemizing Deductions and Standard Deductions.

Itemizing Deductions VS Standard Deductions Quiz
2 questions
06:52

In this Section, you will learn how to claim the Child Care Credit and Moving Expenses and how to input them into the MaxTax Software.

CHILD CARE CREDIT & MOVING EXPENSES QUIZ
3 questions
04:20

Learning how to complete form 1099-R for IRA/Pension Distributions.

IRA/PENSION DISTRIBUTION QUIZ
2 questions
04:15

Learning the proper time to claim expenses. The pros and cons.

Schedule C (CLAIMING EXPENSES) QUIZ
3 questions
01:24

In this lecture you will learn why you may need a Schedule C Decleration and how to complete one.

Schedule C Declaration Quiz
3 questions
Section 5: SECTION 5
03:03

In this lecture, you will learn how to add a state return to a federal return.

Adding State Taxes Quiz
4 questions
03:02

Learning how to add a W2 to your client's tax return.

Adding a W2 Quiz
4 questions
03:01

In this lecture you will learn how to add unemployment compensation to an individual's tax return.

Unemployment Compensation Quiz
3 questions
02:22

Learning how to add Social Security income into the MaxTax Software.

Social Security Income Quiz
3 questions
02:39

In this lecture you will learn how to add a 401(K) to an individual's tax return.

401(k) Quiz
2 questions
03:14

Learning how to add a form W2-G to a tax return.

Adding Gambling Wages Quiz
3 questions
Section 6: SECTION 6
03:10

In this lecture you will learn how to successful submit a tax return to the IRS or to your Team Leader for review.

How to Submit a Return Quiz
3 questions
02:59

In this lecture you will learn how to check the status of a tax return, Refund offset line, W2/EIN look up and more.

Tax Resources Quiz
7 questions
Section 7: SECTION 7
SECTION 7 UNIT 1
Upcoming

Instructor Biography

Tax Preparation Course Taxamize Accounting , Tax Preparation Course for Novice and Advance Students

Taxamize Accounting is a retail income tax preparation firm that offers professional tax preparation solutions. We specialize in professional tax preparation training, software solutions, and refund anticipation loans.

Taxamize provides financial services to both individuals and businesses. We give the same attention to all clients, no matter how large or small.

Reviews

Average Rating
5.0
Details
  1. 5 Stars
    1
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  3. 3 Stars
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  4. 2 Stars
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  5. 1 Stars
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    • Lance Williams

    I have Learned a lot.

    I have been doing my own and friends and families' taxes for years and this showed me things that I would have never known on my own.

What you get with this course

30 day money back guarantee

Lifetime access

Available on desktop, iOS and Android

Certificate of completion

Join the biggest student community

5,200,000

Hours of video content

19,000,000

Course enrollment

5,800,000

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