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Elite Tax Pro software

New Preparer Package w/ PTIN Assistance

New Preparer Package w/ PTIN Assistance

Regular price $299.00 USD
Regular price Sale price $299.00 USD
Sale Sold out

The New Preparer Package is designed for someone who has limited experience and want to be apart of our team. Each tax return will be carefully reviewed before submission. 

This course is self -study with live classes once a week via zoom  (TBD)

What  you will learn-
  • How to prepare a federal individual tax return
  • Filing status
  • Which form to use
  • The importance of safeguarding the taxpayer’s documents
  • When to use Form 4868.
  • The different e-filing options.
  • How to complete Schedule 2 of Form 1040.
  • How a nonrefundable credit affects the taxpayer’s tax liability.
  • Which deductions are limited to the 7.5% floor.
Included in this course

Delivery Method: Self-study

To earn certificate of completion:

• Pass Final with 70% (or better)
• Complete course survey

• 13 Chapters (eBook)
• Quizzes 
• Videos
• Practice Tax Return
• Practice Tax Return Final Exam
• Federal Final Exam

Software Access Includes:

70/30 revenue split
PTIN assistance
No EFIN required
Professional training provided
E-file all 50 states
No download or installation required
Up to $6000 taxpayer advance
Paperless office
Super low start-up cost
Mobile app

 


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