Elite 1:1 Mastery Package

  1.    PTIN Registration     •    Step-by-step help applying for a Preparer Tax Identification Number (PTIN).     •    Understanding IRS requirements and annual renewal.     2.    Tax Preparation Basics     •    Tax terminology & how the tax system works.     •    Step-by-step process of completing a basic tax return (Form 1040).     •    Filing status, dependents, income types, deductions, and credits.     3.    Hands-On Practice     •    Guided walkthrough of sample tax returns.     •    Using professional tax software (if included in your training).     •    Practice entering real-world scenarios to prepare for client work.     4.    Client Intake & Document Review     •    What forms and documents to request from clients.     •    How to identify missing or incorrect info.     5.    IRS Compliance & Ethics     •    Understanding confidentiality rules and preparer responsibilities.     •    Avoiding common mistakes that cause audits or penalties.     6.    Business Basics for Tax Preparers     •    How to set up your tax prep business.     •    Recordkeeping, pricing, and client management.