Tax Basics 101

Module I

Chapter One – What is a Tax Pro?
Introduction to the role of a tax professional, responsibilities, and industry expectations.

Chapter Two – Ethics, Due Diligence, & Compliance
Covers professional standards, compliance with IRS rules, and ethical obligations.

Module II

Chapter Three – Client Intake Procedure
Guidelines for collecting client information, documentation, and verifying accuracy.

Chapter Four – Filing Status & Dependents
Explains filing status options and determining qualifying dependents correctly.

Module III

Chapter Five – Income Types
Details wages, self-employment, investments, and other income categories.

Chapter Six – Credit, Deductions, & Adjustments
Reviews common credits, deductions, and tax adjustments that impact liability.

Module IV

Chapter Seven – Bank Products, Refund Advances, & E-filing
Introduces refund options, financial products, and electronic filing procedures.

Chapter Eight – Data Security, Privacy, & Client Information
Focuses on safeguarding sensitive client data and maintaining confidentiality.