This is ideal for tax professionals that are looking to grow and expand their tax business with additional employees. This customized course is jam-packed modules and very detailed case study scenarios for both state and federal tax. Also includes quizzes & exams with an instructor's guide. Can be presented as a Power Point presentation or inserted into any virtual teaching platform.

Colors and designs can be changed from what's displayed in the examples.

Our fully customized tax course modules includes but not limited to the following:

(Modules differ between ERO & PTIN Holders)

Module 1: Welcome Module

Partnership Contracts
Instructor Handbook
Syllabus

Module 2: Legally Structuring Your Business

Business Structure
Business Name & Registration
EIN Registration
PTIN & EFIN Registration

Module 3: Ethics

Circular 230
Diligence As to Accuracy
Complaints or Inquiries
Due Diligence & Tax Preparation Software
Due Diligence and Earned Income Credit
Quiz
Fraud Cases

Module 4: Tax Software

Professional Tax Software & Login Credentials
Tax Mobile App
Bank Products
Audit Maintenance
Banking Partners
Quiz

Module 5: Dependents, Filing Status & Exemptions

Determining Filing Status
Relationship Test
Support Test
Residency Test
Age Test

Module 6: Tax Forms

Most Common Tax Forms
Form 1040
Form 1040-SR
Form W-2
Form W-4
Form 1099-MISC
Form 1099-NEC
Form 1099-G

Module 7: The Tax Computation

Taxable Income
The Standard Deduction
Itemized Deductions
Special Standard Deduction Limitations for Dependents
Special Rules for Married Persons Filing Separate Returns
Higher Standard Deduction for Age (65 or Older) or Blindness

Module 8: Tax Credits

Elderly and Permanently Disabled
Earned Income Tax Credit
Child & Dependent Care Credit
Adoption Credit
Child Tax Credit
Higher Education Credits (Hope, Lifetime)

Module 9: Gross Income Exclusions and Inclusions

Income Inclusion Rule
Exclusions from Gross Income
Gifts & Inheritances
Life Insurance Proceeds
Interest Income
Dividend Income
Stock Dividends
Disability Payments & Social Security
Scholarships

Module 10: Business Deductions

What Constitutes a Business?
Business Deductions- How Reported
What Business and Investment Expenses are Deductible
Examples of Common Business Expenses
Self-Employed Person's Medical Insurance

Module 11: Allowable Deductions

Medical Expenses
Charitable Contributions
Intrest
Taxes

Branded DFY Tax Academy

$1,111.11

$555.56

Class Audience

Voiceover Option

Course Platform

AI Component

Quantity

***Please Note: When adding on additional options, the sale price will change & increase.***
DISCLAIMER:

We do not offer refunds for any reason. Our products are digital assets that cannot be returned therefore we don’t offer refunds on any product. Our services require our time in which we cannot get back therefore we do not offer refunds for our services. We show full previews of every digital product we offer. Please review the information carefully so that you are only purchasing products that you intend to. This policy is strictly enforced.
You agree that the Materials, the Course, the Website, and any other Services provided by the Course Provider are the property of the Course Provider, including all copyrights, trademarks, trade secrets, patents, and other intellectual property (Course Provider IP). You agree that the Course Provider owns all right, title and interest in and to the Course Provider IP and that you will not use the Course Provider IP for any unlawful or infringing purpose. You agree not to reproduce or distribute the Course Provider IP in any way, including electronically or via registration of any new trademarks, trade names, service marks or Uniform Resource Locators (URLs), without express written permission from the Course Provider.
Purchases and Services will appear on your credit/debit card statement as “GWAP FINANCIAL And/Or THE OPULENT.” Participant agrees not to file a chargeback with regard to any purchase or service rendered UNLESS Course Provider has materially breached this Agreement, engaged in fraud, or made a clerical error in charging Participant’s account.

For purposes of this Agreement, a clerical error occurs as a result of a duplicate bill, an incorrect amount billed, or when a promised refund was not issued. In the event that Participant breach this provision and file a chargeback for a reason beyond the justifications listed herein this paragraph, Participant agrees to reimburse Course Provider for any costs incurred in researching and responding to such chargeback(s), including without limitation, Course Provider’s actual costs paid to the credit card processor or Course Provider’s bank(s), other third parties, and the reasonable value of the time Course Provider’s employees and owners spent on the matter, as determined in Course Provider discretion in good faith.

*Digital Signatures: In 2000, the U.S. Electronic Signatures in Global and National Commerce (ESIGN) Act established electronic records and signatures as legally binding, having the same legal effects as traditional paper documents and handwritten signatures.

Read more at the FTC website: http://www.ftc.gov/os/2001/06/esign7.htm

Branded DFY Tax Academy

PRICING

RETURN & REFUND POLICY

INTELLECTUAL PROPERTY

CHARGEBACK CLAUSE

REGISTRATION