Professional Tax Preparer™

Universal Accounting®’s Professional Tax Preparer™ program will teach you line by line how to complete individual and business returns

4

Lessons

217

Videos

Intermediate

Skill Level

62:00h

Duration

English

Language

Online Tax Preparation Training Experience

What You'll Learn

What better service to complement accounting than Online Tax Preparation Training? Line by line, Universal Accounting®’s Professional Tax Preparer™ program will teach you how to complete individual and business returns so that you can either prepare taxes on the side, or start your own full-time tax business. As a certified Professional Tax Preparer™ you’ll be trained and tested to provide the quality services expected from a tax preparer. By mastering this one skill you can increase your income by approximately $100+ per hour.So, if you’re looking to maximize your income and excel in the field of tax preparation, investing in a tax preparation certification is a smart choice. Start your journey towards success by enrolling in a reputable tax preparation certification program today.

Course Description

Course Overview

Your Enrollment Includes

Upon completion of the Online Tax Preparation Training program, you’ll have the opportunity to speak with your assigned Marketing Coach and during our Marketing Implementation Session This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need.

Convenient At Home Learning

The Professional Tax Preparer™ Program offers a comprehensive tax courses online that consists of 62 hours of training. Our program provides all the necessary books and worksheets, totaling over 600 pages of instructional and reference materials. Engaging and entertaining, our Online Tax Preparation Training course allows you the flexibility to study at your own pace, fitting seamlessly into your busy life. Taught by experienced accounting workshop professionals, our instructors offer practical advice on tax issues based on their own firsthand experiences. They understand the challenges you’ll encounter and provide real-world solutions to boost your productivity and profitability. With a combination of instructional videos and workbooks, our tax courses online equip you with the knowledge and skills needed to excel in the field. Enroll today at Universal Accounting to gain the edge in your tax preparation career.

Modules

Module 1 acts as an introduction to Tax Preparation. It will instruct you in the nuts and bolts of preparing the most common types of Tax Returns. Learning this material will not only give you a solid foundation in your understanding of the process of preparing business tax returns, but is also very helpful in aiding you when preparing individual tax returns.
Module 2 of the Professional Tax Preparer™ Program deals with the background information and forms that go into preparing Page 2 of a 1040. We will also discuss all the adjustments that can be made to adjusted gross income, including the credits that are allowed and different types of deductions and exemptions that can be taken against that adjusted gross income number.
Module 3 introduces you to the world of business organizations and their tax concerns. This module is a practical companion to Module 2, as it gives you experience in completing each of the schedules and forms common to business organizations. You will learn tax concepts in accounting, elements of business financial statements, and how to report gain and loss on dispositions of business property.
ng a Successful Tax Practice Module 4 has been developed to give you the turnkey process necessary to build a successful tax business. This includes proven marketing strategies, pricing, client interviewing for tax planning and preparation and much more. Universal Accounting Center will help you get your businesses running profitably in weeks, not months. The skills and strategies presented in Module 4 of the Professional Tax Preparer™ Program are the result of years of experience in running a profitable tax preparation business.

Meet Your Instructors

Employee-Photos

Allen Bostrom, CPA

Allen was the President and CEO of Universal Accounting from 1979 to 2014, when he was given the opportunity to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies.

Employee-Photos

Bill Brough, MBA, EA, Academic & Firm Coach

Bill came to the world of ledgers and tax returns by an unlikely route. He majored in music, and spent time as a songwriter in Los Angeles. To help make ends meet for his young family, Bill started a small part time business in 1988. He quickly discovered that he actually enjoyed running a business, which required him to learn how to keep the books. This led to Bill earning an MBA in finance and accounting. Bill was hired by Universal Accounting Center to teach their unique bookkeeping and tax preparation courses. He is the lead writer and editor for Universal Accounting’s Professional Tax Preparer course. Having worked several seasons as an experienced tax professional for H&R Block, Bill also started his own thriving bookkeeping, accounting and tax preparation business.

Adam Syvock, Academic Coach

Adam works with students regarding questions about curriculum and real-world accounting situations. Adam is a graduate of Universal Accounting’s PB program himself, and also holds a bachelor's degree in accounting from the University of Wisconsin-Milwaukee. In addition, Adam also uses his skills as a profit and growth expert to run his own accounting practice. He is also QuickBooks Certified and is working towards his Enrolled Agent (EA) designation.

Rick Howard, Structured Power Coaching

As a business coach, Rick has been instrumental in the development of our structured coaching program for students. He helped develop the Universal Practice Builder course, and worked directly with students when field testing the principles and practices for attracting and converting clients into new engagements. Rick has worked with accounting professionals throughout the United States and Canada on how to start and grow their own successful accounting practices.

What People Are Saying

More Courses

Get Certified

Professional Bookkeeper™

The Professional Bookkeeper™ Certification Program was created to meet the high industry demand for qualified bookkeeping and accounting professionals. Completion of this program is your first step to accelerate your accounting and bookkeeping career​

Professional Bookkeeper™

4 Modules - 60 hours
View Course

Get Certified

QuickBooks Specialist™

This training course is designed to teach anyone how to use QuickBooks™. Mastering QuickBooks™ can help you improve your standing with a current employer or enhance your practice by adding setup, consultation, and help services to your menu.

QuickBooks Specialist™

4 Modules - 30 hours
View Course