1040 Fundamentals
Filing status, dependents, income, adjustments, credits, schedules, and review.
Practical tax education for preparers who want to understand the work — not just click through software screens.
Filing status, dependents, income, adjustments, credits, schedules, and review.
From intake through expenses, substantiation, due diligence, and common problem areas.
Rental activity, allocation, passive activity concepts, and documentation workflow.
EITC, CTC, AOTC, HOH and Form 8867-focused training.
1065, 1120S, 1120 and practical entity-return workflows.
Step-by-step walkthroughs for entering, reviewing, and finalizing returns.
Use realistic supporting documents and complete practice returns that mirror real tax-season work.