Course curriculum

  • 1

    CHECKLIST

    • COMPLETE THE INTRODUCTORY TAX COURSE

    • SEND A COPY OF THE NAME OF YOUR BUSINESS AND LOGO

    • GET/RENEW YOUR PTIN

    • IRS DUE DILIGENCE COURSE

    • GET A SEPERATE PHONE NUMBER/ADDRESS/EMAIL ADDRESS FOR YOUR BUSINESS

    • PHONE & VIRTUAL ADDRESS RESOURCES
  • 2

    LIVE TRAININGS

    • Marketing 101

    • Ethics, Compliance & Due Diligence
  • 3

    Business Basics

    • GET YOUR EIN

    • How to Register an LLC

    • GET A BUSINESS BANK ACCOUNT

    • Creating a Client Avatar
  • 4

    Team Building

    • Hiring Tax Preparers

    • RECRUITING & MANAGING TAX PREPARERS

    • VIRTUAL TAX PREPARER APPLICATION

    • Customizable Office Manual

    • IRS DUE DILIGENCE TRAINING FOR YOUR TAX PREPARERS

    • Tax Preparer Checklist

  • 5

    Marketing 101

    • Marketing Secrets to Pricing your Tax Services

    • 3 Strategies for Successful Business Marketing

    • 4 Social Media Posts to Get People to BUY!

    • How to Get Clients as a Home-Based Tax Professional

    • SIGNAGE/POSTERS

    • BIZ TO BIZ MARKETING

    • Marketing to the Public

    • Hosting Networking Events
  • 6

    Cyber Security and Privacy

    • 5 Ways to Increase Cyber Security
  • 7

    BONUSES

    • S Corporations vs. LLC
  • 8

    LEGAL FORMS

    • NON-DISCLOSURE AGREEMENT 2-WAY

    • BUY-SELL AGREEMENT

    • GENERAL FREELANCE AGREEMENT

    • INDEPENDENT CONTRACTOR AGREEMENT

    • MONEY LOAN AGREEMENT

    • WILL QUESTIONNAIRE

    • EMPLOYEE DISCIPLINE NOTICE

    • POWER OF ATTORNEY