2025 Professional Tax Preparer: Personal Income Tax Preparation (Modules 1 and 2)

About this course

This certification demonstrates advanced competency in preparing U.S. Personal Income Tax Returns with a strong foundation in federal tax law, compliance, and filing procedures. Modules 1 and 2 cover essential IRS guidelines, income reporting, deductions and credits, filing requirements, residency rules, and best practices for accurate and compliant tax preparation.

Completion of this program reflects the ability to confidently assist individuals with a wide range of tax situations, ensuring accuracy, professionalism, and adherence to current IRS regulations.

Course curriculum

1.

2025 Professional Tax Preparer: Personal Income Tax Preparation (Modules 1 and 2)

10 lessons

  • 1

    Welcome to Module 1 from

  • 2

    Video: Getting Started

  • 3

    Welcome from your Coach

  • 4

    Get your PTIN NOW!

  • 5

    Excerpt from Module 4 on PTINs

  • 6

    Now start the paperwork for your EFIN!

  • 7

    Excerpt from Module 4 on EFINs

  • 8

    Introduction

  • 9

    Table of Contents

  • 10

    Study Suggestion (Optional)

2.

M1 Chapter 1: Getting Started

14 lessons

3.

M1 Chapter 2: Wages, Salaries & Tips

9 lessons

4.

M1 Chapter 3: Schedule B- Interest and Dividend Income

13 lessons

5.

M1 Chapter 4: Schedule C and Schedule F - Business and Farm Income (or Loss)

9 lessons

6.

M1 Chapter 5: Form 8949 and Schedule D - Capital Gain (orLoss)

12 lessons

7.

M1 Chapter 6: Retirement Income

13 lessons

8.

M1 Chapter 7: Schedule E - Income (or Loss) from Rental Property/Royalties/Partnerships and S Corporations/Estates and Trusts

13 lessons

9.

M1 Chapter 8: Other Types of Income

10 lessons

10.

M1 Session 9: Occupational Adjustments

0 lessons

11.

M1 Chapter 10: Retirement, Educational and Other Personal Adjustments

0 lessons

12.

Professional Tax Preparer Module 1 Exam

0 lessons

13.

MODULE 2 (M2): Becoming the 1040 Expert

2 lessons

14.

M2 Chapter 1: Schedule A - Standard vs. Itemized Deductions

2 lessons

15.

M2 Chapter 2: Schedule A - Itemized Deductions, Part B

6 lessons

16.

M2 Chapter 3: Schedule A - Itemized Deductions, Part C

4 lessons

17.

M2 Chapter 4: Calculating the Tax

4 lessons

18.

M2 Chapter 5: Non-Refundable Credits, Part A

6 lessons

19.

M2 Chapter 6: Non-Refundable Credits, Part B

6 lessons

20.

M2 Chapter 7: Other Taxes

6 lessons

21.

M2 Chapter 8: Payments & Refundable Credits

0 lessons

22.

M2 Chapter 9: Closing the Return

0 lessons

23.

Professional Tax Preparer Module 2 Exam

0 lessons

24.

Personal and Individual Income Tax Preparation Final Exam

0 lessons

25.

Continuing Education Program Evaluation

0 lessons

26.

Sahebe Tax Software Practice & Training

2 lessons

2025 Professional Tax Preparer: Personal Income Tax Preparation (Modules 1 and 2) logo

2025 Professional Tax Preparer: Personal Income Tax Preparation (Modules 1 and 2)

This certification demonstrates advanced competency in preparing U.S. Personal Income Tax Returns with a strong foundation in federal tax law, compliance, and filing procedures. Modules 1 and 2 cover essential IRS guidelines, income reporting, deductions and credits, filing requirements, residency rules, and best practices for accurate and compliant tax preparation. Completion of this program reflects the ability to confidently assist individuals with a wide range of tax situations, ensuring accuracy, professionalism, and adherence to current IRS regulations.

US$ 999.95

58 members

✨ Miscellaneous