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Tax Office Operations Manual

TAX OFFICE OPERATIONS CONTENTS:nThis comprehensive manual outlines effective company policies and procedures and communicates them to your employees and clients. Help your staff understand your company’s philosophy to increase consistency in your operations. Includes an editable Word file and form templates so you may customize the manual for your own business needs.n n Guiding Principles […]

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Operator’s Starter Kit

THIS IS AN ANNUAL REQUIRED PURCHASE BEFORE MATERIALS MAY BE PURCHASED. nThe Tax School Licensee Handbook + 1-Year License does not include teaching materials. It includes detailed information on how to plan, organize, advertise for, and administer a successful tax school, as well as our License Agreement for you to use our curriculum in your […]

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License Renewal

THIS IS AN ANNUAL REQUIRED PURCHASE BEFORE MATERIALS MAY BE PURCHASED. nThe Tax School Licensee Handbook + 1-Year License does not include teaching materials. It includes detailed information on how to plan, organize, advertise for, and administer a successful tax school, as well as our License Agreement for you to use our curriculum in your […]

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State Returns and Conformity to Federal Law

Course Features: n n n n Online, self-paced study n Reading and Reference Materials n Learning Activities n Real world examples and applications n Quizzes & Tests n Instructor support by email n Automatic online grading with feedback n n n n n 3 hours of credit for Continuing Education (CE)n n Also qualifies for […]

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2023 Tax Planning, Savings Strategies, and Updates

Upon completion of this seminar, students will discover the importance of tax planning and learn how to utilize various tax savings strategies. Students will also be presented with the most recent tax law updates that could impact tax planning.nnNew lecture video reinforces concepts!nTopic: Retirement Planning – Traditional vs. Roth IRAsnnIRS #EEZ75-T-00446-23-SnCTEC #1071-CE-3186nNASBA #103388

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Net Operating Losses CE Seminar

Course Features: n n n n Online, self-paced study n Reading and Reference Materials n Real world examples and applications n Instructor support by email n Final Exam n Automatic online grading with feedback n n n n n 2 hours of credit for Continuing Education (CE)n n Also qualifies for Enrolled Agent (EA) CE […]

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Employee Business Expenses CE Seminar

Course Features: n n n n Online, self-paced study n Reading and Reference Materials n Learning Activities n Real world examples and applications n Quizzes & Tests n Instructor support by email n Automatic online grading with feedback n n n n n 3 hours of credit for Continuing Education (CE)n n Also qualifies for […]

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Schedule C

Course Features: n n n n 2017 Schedule C n Online, self-paced study n Reading and Reference Materials n Learning Activities n Real world examples and applications n Quizzes & Tests n Instructor support by email n Automatic online grading with feedback n n n n n 6 hours of credit for Continuing Education (CE)n […]

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2023 Ethics & Responsibilities of Tax Professionals

Upon completion of this chapter, students will understand the rules and regulations governing the tax profession and the practical application of these rules in the daily operation of a tax professional’s business. This seminar also outlines the compliance requirements described in Treasury Department Circular 230 as they apply to Enrolled Agents, CPAs, and Attorneys in […]

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