Education and Training
This course assumes students have no prior knowledge about accounting or finance, and delivers lessons and examples to build accounting skills. Specifically, this class addresses accounting terminology, revenue, expenses, net income, the accounting equation, debits, credits, and balancing the accounting formula, the accounting structure, the accounting cycle, journals, ledgers, the trial balance and more. It also guides students to learn how to read financial statements properly, and how to grab meaningful information from the balance sheet, income statements and cash flow statements.
Individual Tax Preparation 101
The Tax Prep 101 course provides a comprehensive learning package for the foundational concepts of individual tax preparation. Common tax topics are broken down into plain language that is easy for beginner tax preparers to understand. Some topics include: income reporting, dependents, healthcare and health insurance responsibilities, an introduction to ethical considerations and expanded tax preparer due diligence requirements, as well as walk through examples of form 1040 preparation. Circular 230 importance.
Advanced Tax Preparation
A comprehensive advanced training program, covering tax planning and tax preparation for high-income individuals, partnerships and corporations. An excellent course for those looking to take IRS Special Enrollment Examination.