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Introduction
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Chosen Tax Professionals 7 Step Start-up Guide
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- Step 1: Onboarding and Important Contacts
- Step 2: How to Set-up Tax Software
- Step 3: How to Register for EFIN (Mandatory for all EFIN Holders)
- Step 4: How to Apply for an EIN (Optional)
- Step 5: How to Apply for an LLC (Optional)
- Step 6: Apply for PTIN (Mandatory for all Partners)
- Step 7: How Register for Training for our "Live Business Mastery Training" on Zoom
- Recording - Onboarding Call
Module 1: Income Goals, Important Contacts, and Suggested Fee’s
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Module 2: Marketing
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- Understating the different marketing seasons
- How to become a successful tax professional with making low investment
- How to Create a Target Audience
- What marketing strategies are effective
- How to market your Tax Business with Yard Sign
- How to market your Tax Business with Flyers
- How to set appointments offline with the Magnetic Business flyer script
- How to market your tax business on Social Media
- What Message do you want to Send to your Audience With Social Media Marketing
- Effective Social Media Marketing Flyers
- How to Introduce your Tax Business to Family and Friends
- How to Brand yourself on Social Media
- What do I post on Social Media
- What is an effective Social Media Posting Schedule
- What is a Effective to Introduce yourself to clients on Social Media
- What are some Social Media tools to become more Efficient
- How to Run Ads on Social Media
- How to gain clients through “Shout Out” Ads
- How to gain clients through “Tap Rooting”
- Social Media Helpful Tips
- What are the step to market your business in a Facebook group?
Module 3: How to Schedule Appointments
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Module 4: Client Intake Process Tax Professionals Interview Process
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Module 5: Tax Education
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- Tax Education-Circular 230
- Filing Status and IRS Required Documentation
- Overview of the Tax System
- Taxpayer Information and Filing Status
- Income and Adjustments
- Standard Deduction vs. Itemized Deductions
- Tax Calculations and Forms
- Tax Software and Technology
- Ethics and Professional Standards
- Practice Scenarios and Case Studies
- Tax Deductions
- Record Keeping and How to Prepare for a IRS Audit
- IRS Required Documentation for Income, EITC, Child Tax Credit, Additional Child Tax Credit
- IRS Required Documentation When Filing 1099NEC, Self Employed, or Business Income
- How do tax payers make their quarterly tax payment?
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- Additional Child Tax Credit
- Household Employees Wages
- Payment Plan and Install Agreement
- Tax Exemptions
- Tax Deductions
- Tax Filing Deadline
- Tax Extensions
- Itemized Deductions
- Capital Gains
- Ordinary Gains
- Alternative Minimum Tax
- Deadline Filing Penalties
- FICA
- Roth IRA
- Traditional IRA
- Tax Evasion
- Tax Avoidance
- Rental Property Income
- Educators Tax Credit
- Estimate Tax Payments
Module 6: Tax Education-Understanding the Most Commonly used IRS Forms
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- What are the different types of 1040 forms?
- What is a 1040X form?
- What is a W2 and W4 form?
- What is a W2-G form?
- What is a W-2PR form?
- What is a 1040-ES form?
- What is a 2441 Dependent care form?
- What is a 2106 Employee Business Expense form?
- What is Schedule A form?
- What is Schedule B form?
- What is Schedule C form?
- What is Schedule D form?
- What is Schedule E form?
- What is Schedule F form?
- What is Schedule H form?
- What is Schedule K form?
- What is a 8862 form?
- What is a 8863 form?
- What is a 8812 form?
- What is a 8879 form?
- What is a 8867 form?
- What is a 8949 form?
- What is a EIC checklist IRS form?
- What is a 1095A form?
- What is a 1098E form?
- What is a 1098T form?
- What is a 1098 form?
- What is a 1099C form?
- What is a 1099-SSA form?
- What is 1099INT form?
- What is a 1099G form?
- What is a 1099NEC form?
- What is a 1099MISC form?
- What is a 1099DIV form?
- What is a 1099k form?
- What is a 4852 form?
- What is a 4868 form?
- What is a 5405 form?
- What is a 5695 form?
- What is a 9465 form?
- What is a 941 form?
- What is the difference between state income tax and federal income tax?
Module 7: Tax Education-Introduction to Self-Employment Taxation
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- Introduction to Self-Employment Taxation
- Self-Employment Tax Basics
- Self-Employment Income
- Self-Employment Tax Forms and Filing Requirements
- Special Considerations for Self-Employed Individuals
- Common Self-Employment Tax Issues and Pitfalls
- Self-Employment Reconstruction of Income and Expenses
- Self-Employment Business Loss
- Self-Employment without Income and Expense documentation
- Recent Developments and Changes in Self-Employment Tax Law
- Self-Employment Required Documentation
- Self-Employment Business Mileage
- 2024TaxDeductionCheatSheet
- Case Studies and Practical Examples
- Conclusion and Recap
Module 8: Tax Education-Depreciation
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- Introduction to Depreciation
- Methods of Depreciation
- Depreciable Basis and Useful Life
- Depreciation Calculation
- Depreciation Recapture
- Bonus Depreciation and Section 179 Deduction
- MACRS Depreciation Tables
- Depreciation for Real Estate
- Depreciation Strategies and Planning
- Depreciation and Tax Compliance
Module 9: Customer Service, SOP, and Office Processes
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- How to Create an effective Standard Operating Procedure
- How to Create effective System and Process
- How to Create an effective Professional Online Presence
- How to Create an effective process to Inform Client of Tax Preparation Fee’s
- How to Build Great Relationships with clients
- How to Create an effective Online Tax Process Check List
- How to Create an effective Online Process
- How to Create an effective Tax Preparer Process and Script
- How to collect the Required Client Data Due Diligence Forms when filing
- How to Create an effective Due Diligence process when filing for W2 clients
- How to Create an effective Due Diligence process when filing for Self-Employment clients
- How to Create an Compliance Folder for to preparer for IRS Audit
- How to Create an effective 7 Step Office Success System
- OFFICE SOP WORD DOCUMENT
Module 10: Practice Tax Returns
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- Single Tax Practice Return
- Head of Household Practice Tax Return
- Married Filing Jointly Practice Tax Returns
- Married Filing Separately Tax Returns
- LIVE Training - November 5th
- LIVE Training - November 7th
- LIVE Training - November 12th
- LIVE Training - November 14th
- LIVE Training - November 21st
- LIVE Training - November 19th
- LIVE Training - November 26th
- LIVE Training - December 9th - Single Tax Returns
- LIVE Training - December 10th - HOH Returns
- LIVE Training - December 11th - Schedule C
- LIVE Training - December 12th
- LIVE Training - December 18th - Married Filing Jointly
- LIVE Training - December 19th - Schedule C
- LIVE Training - December 20th - Married Filing Separately
Module 11: How to issue a client Refund Check and Client Follow Up
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Module 12: What is a WISP Plan
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- Introduction to WISP Plan
- WISP Basics
- Key Components of a WISP Plan/Required Elements
- WISP Plan Required Elements
- WISP Plan Template
- Define Objectives & Scope
- Identify Qualified Person
- Assess Risk
- Inventory Hardware
- Document Safety Measures
- How should I Document Policies?
- Implement Your WISP
- Signs of a Breach? Follow your WISP
- Report a Breach – Activate the WISP!
- Report a Breach
Module 13: Software Training Videos
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Module 14: LIVE Trainings - By Date
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- LIVE Training - September 3rd - Social Media/Marketing
- LIVE Training - September 5th - Social Media/Marketing
- LIVE Training - September 10th - Scheduling Appointments
- LIVE Training - September 12th - Client Intake Process Tax Professionals Interview Process/ Special Guest : Hernandez, Yenny w/Latino Tax Pros
- LIVE Training - September 17th
- LIVE Training - September 19th
- LIVE Training - September 24th
- LIVE Training - September 26th
- LIVE Training - October 1st
- LIVE Training - October 3rd
- LIVE Training - October 8th
- LIVE Training - October 10th
- LIVE Training - October 15th
- LIVE Training - October 17th
- LIVE Training - October 22nd
- LIVE Training - October 24th
- LIVE Training - December 2nd
- LIVE Training - December 3rd
- LIVE Training - December 4th
- LIVE Training - December 5th
- LIVE Training - December 29th
- LIVE Training - December 30th
- LIVE Training - December 31st
Module 15: Pop-Up Trainings
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Module 16: Lead Pro Giants CRM
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Module 17: Motivation Talks
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Meet Your Instructor
