Courses

Many tax students need a "refresher" course on reading and analyzing financial statements. We are proud to introduce this short and simple course focusing on the most common financial statements. This is great for anyone that works with a business, corporation, LLC, or partnership. As a tax preparer you will need to properly analyze and read the main financial statements used by businesses everywhere; prepare yourself now!

Learning the inner workings of the corporate return is a wonderful opportunity to gain more clients! Now you can master corporate tax forms, sharpen your skills, and gain confidence in your practice, all while servicing a growing client base, businesses. Learning about this hot topic is a wonderful opportunity to grow your practice and broaden your skills. No C.E. credit hours are awarded at the completion of this course.

As a professional tax preparer this is your opportunity to refresh your tax skills and learn more about education tax benefits.  Learn the basics regarding the determination and calculation of education expenses; including student loan interest and applicable "education" credits. You can learn at your own pace with this short and effective mini-course.

There are many ways to reduce reported income on a tax return in order to pay less income tax. This straightforward, easy-to-read mini-course lays out the groundwork about this important component which is easily relatable to all tax payers. Experienced and new tax preparers alike will find useful information in this course. We are confident that this course will help with your preparation for the upcoming tax season; we have included new interactive questions to sharpen your tax skills!

Tax preparers can get confused about the tax treatment when a client files for Innocent Spouse Relief or Injured Spouse Allocation. Most preparers, even the pros, could make a mistake as they are different treatments. This mini-course explains each of the two provisions. As a professional, this is your opportunity to refresh your tax skills and learn more about this interesting topic. Learn or review the basic tax law regarding the Injured Spouse Relief and the Innocent Spouse Allocation provisions today!

The 2022 Pre-Season Tax Update was created to assist tax professionals acquire the most important information relating to changes in Federal and California tax law. This update is a great way to start your 2022 tax season preparation. Learning about the latest tax changes will help you assist more clients and gain confidence in your practice. This update will sharpen your skills! No credit hours are awarded at course completion.

The 2023 Pre-Season Tax Update was created to assist tax professionals compile the most important information relating to changes in Federal and California tax law. This update is a great way to start your 2023 tax season preparation. Learning about the latest tax changes will help you assist more clients and gain confidence in your tax practice. This update will sharpen your tax skills! No credit hours are awarded at course completion.

Introducing our exclusive self-improvement material on Qualified Retirement Plans. This simple mini-course breaks down complex retirement planning into easy-to-understand language. Equip yourself with the knowledge to educate your clients and lead them to informed decisions. Learn to navigate tax forms and gain confidence in your practice, all while servicing a growing client base. Learning about this important topic is a wonderful opportunity to grow your practice and broaden your skills. No C.E. credit hours are awarded at course completion.