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

The Professional Tax Preparer Experience

What You'll Learn

What better service to complement accounting than tax preparation and planning? 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.

Course Description

Course Overview

Your Enrollment Includes

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.

Convenient At Home Learning

The Professional Tax Preparer™ Program course consists of 62 hours of training. Our tax preparation courses include all necessary books and worksheets (over 600 pages of instruction and reference materials). This tax training course is 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 experienced accounting professionals who give practical advice on tax issues. Our tax instructors know what challenges you will face because they have been there themselves. They will provide you with real-world solutions to give you the edge in productivity and profitability. instructional videos and workbooks (over 600 pages of instruction and reference materials). You have the flexibility to complete the courses on your own time, in a way that fits your life.

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

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.

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.

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