Course curriculum

    1. How to Collect Signatures Electronically

    2. How to Check for form 8867

    3. How to add an IPPIN to a tax return

    4. How to Apply for a Pre-Ack Loan

    5. How to Apply for an In-Season Loan

    6. How to Pay Prep Fees Later (No loan)

    7. How to Pre-Pay for Preparation fees

    8. How to See if Your Client has been funded/Approved for a Loan

    9. How to Submit a Client for Review

    1. Session 12/1/25 (Nail Tech/Household Employee)

    2. Session 12/8/25 (W2/NO TAX TON TIPS/OT)

    3. Session 12/22/25 (Estimates)

    4. Session 12/29/25 (Due Diligence)

    5. Session 1/5/26 (TaxesToGo)

    1. You're In!

    2. Onboarding Checklist

    3. PTIN APPLICATION WALK-THROUGH

      FREE PREVIEW

    4. EFIN APPLICATION WALK-THROUGH

      FREE PREVIEW

    5. CIRCULAR 230

    1. Sweet Savings Kickoff Call (Slides Only)

    2. ZOOM REPLAY-Sweet Savings Kickoff Call

    3. Jotform Instructional Video

    4. VIP JOTFORM LIST TEMPLATE

    5. PreSeason/PreClass Marketing

    6. ZOOM REPLAY-Canva Kickback

    7. Canva Flyer Links

    1. Navigating MetaPro (Slides ONLY)

    2. ZOOM REPLAY-Navigating MetaPro Tax Software

    3. Internal Use Only

    1. KING AGI (SLIDES ONLY)

    2. ZOOM REPLAY-King AGI

    3. Weekly Homework Assignment

About this course

  • $1,040.00
  • 57 lessons
  • 35 hours of video content

Discover your potential

This tax preparation course is for aspiring tax professionals eager to master personal, self employed and small business tax returns. It emphasizes working from home and helping the community.

Enroll today