Continuing Education

The 2024 Annual Federal Tax Refresher (AFTR) course is intended to prepare the individual for the 2025 filing season. . This course covers the latest tax law changes and current tax issues, as well as practice and professional responsibility. This course follows the 3 domains that are set annually by the IRS. They include: New Tax Law/Recent Updates, General Review, and Practices, Procedures, and Professional ResponsibilityPTRs are in PDF format and include links to the necessary forms to...

"This course meets the 2024 60-hour qualifying education requirement imposed by the state of California to become a tax preparer. This course has been approved by the California Tax Education Council Vendor #2080.This course contains 13 Chapters; after each chapter, the student will complete online review questions and a Practice Tax Return (PTR). PTR’s are based on the course content that has been covered so far and will have its own set of review questions. Returns that use the Schedule A...

"The 2024 CTEC 20 Hour Continuing Education renewal course fulfills the 20-hour CTEC requirement for CRTPs who have already completed 60 hours of Qualifying Education. This course is divided into four parts: Ethics, Federal Tax Law, Updates, and California Tax Law. Each part contains a final; the final must be passed with a 70% or higher.

" Some of the perks a tax preparer will receive upon completion are: limited representation rights, a certificate directly from the IRS to display, and your name added to the official IRS tax preparer directory. To fulfill requirements, you must take the AFTR which consists of a 100 question, 3-hour timed exam, and complete it with a score of 70% or better. First-time users: You will receive an email with the subject line ""Welcome to Prendo365 - DO NOT REPLY"". This email will contain your...

The Introductory Tax Course covers short forms, Form 1040. The student will learn how the American Tax System began, how to interview the taxpayer to determine what filing status they should use and what tax credits the taxpayer may qualify for.

"This course gives an intermediate overview of taxable and nontaxable income, business income, depreciation, nonrefundable and refundable tax credits, and an in depth understanding of filing status and exemptions. The course covers adjustment to income, and the difference between standard and itemized deduction. This continuing education course is designed for those individuals who only need 10-hours of tax law, 2 hours ethics and 3-hours of updates.

"Our 2024 Express Tax Course provides office staff training, allowing business owners to quickly train last-minute preparers to handle the deluge of clients coming through their doors right away. Train your receptionists to do data entry on tax returns for clients waiting for a preparer.This course is designed for:ReceptionistsNew preparers who need a Crash CoursePreparers who need to be trained quicklyLate hiresLate December, early January course This course covers the basics of federal tax....

"This level I self-study course will cover:Bookkeeping for Tax Preparers, Payroll, Sales Tax, and Depreciation and AmortizationLLC's, Sole Proprietorships, Partnerships, and Qualified Joint VenturesC-CorporationsS-Corporations"

"This level II self-study course continues with:The taqueria is in the second year of business and has a loss. What do you do with a loss on the tax return?Find out how and where to report reimbursements for an accountable plan, paid medical insurance for shareholders, dividends paid from retained earnings for shareholders for the C-Corp and partnership expense for the S-Corp and Partnership.Other topics covered will be Net Operating Loss (NOL) carryback, effect in basis for S-Corp and...

"Every tax preparer and accountant somewhere along the lines needs to have a fundamental basic understanding of bookkeeping in order to ensure they are using the correct numbers when preparing a tax return or otherwise presenting financial information to their client. "

"Every tax preparer and accountant somewhere along the lines needs to have a fundamental basic understanding of bookkeeping in order to ensure they are using the correct numbers when preparing a tax return or otherwise presenting financial information to their client. "

"Every tax preparer and accountant somewhere along the lines needs to have a fundamental basic understanding of bookkeeping in order to ensure they are using the correct numbers when preparing a tax return or otherwise presenting financial information to their client. "