As a certified Professional Tax Preparer™ you’ve been trained and tested to provide the quality planning & preparation services expected from a tax preparer. What better service to complement accounting than tax preparation and planning? By mastering this one skill you can increase your income by approximately $100+ per hour. Line by line, the 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 tax business full-time.
Upon completion of the 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.
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 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.
Building 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.
The Professional Tax Preparer™ Certification Program consists of 67 hours of training. Our tax preparation courses include the books and worksheets (over 600 pages of instruction and reference materials). This PTP tax training course is very engaging and entertaining. You have the flexibility to complete the courses on your own time, in a way that fits your life. The course is taught by our experienced tax accounting professionals who give practical advice on not only tax issues, but also provide real-world solutions to give you the edge in productivity and profitability. Our tax instructors know what challenges you will face because they have been there themselves.