Professional Training

Course Catalog

Comprehensive training for tax professionals. From basics to advanced corporate taxation.

📹 100% Online – Recorded lessons

⏱ ~5 hours

Module 1 – U.S. Tax System Foundations & Professional Ethics

Build the complete foundation to work as a tax professional. You'll master how the U.S. federal tax system works — IRS structure, types of taxes, and taxpayer obligations — then move into the ethical and legal framework every preparer must know: Circular 230, PTIN, EFIN, due diligence, and data security. These two pillars are the launchpad for every module that follows.

Course Content

  • How the U.S. tax system works: Federal, State, and Local structure
  • IRS organization, types of taxes, and filing status
  • Taxpayer rights, duties, and annual tax calendar
  • Circular 230: Duties and prohibitions as a professional preparer
  • Professional credentials: How to obtain your PTIN and understand EFIN
  • Due diligence: Documenting files to avoid IRS penalties
  • Data security: Protecting client information (WISP Plan)
  • Final Exam

Target Audience

Beginners, future tax preparers, entrepreneurs, and administrative professionals entering tax services

Benefits

  • Ethical compliance checklist template
  • Complete foundation to work legally and compliantly as a tax preparer
✓ Certificate of Completion – Module 1
⏱ 4 hours (with guided practice)

Module 2 – Individual Returns: Form 1040 + Schedule C (Self-Employed)

Practical course where you'll learn to prepare individual returns (1040) and self-employed cases (Schedule C). Includes real exercises.

Course Content

  • Form 1040 Structure
  • Income: W2, 1099-NEC, 1099-INT, 1099-DIV
  • Credits: EITC, Child Tax Credit (CTC), and Education Credits
  • Dependents
  • Self-Employed: How to prepare taxes for Uber drivers, contractors and freelancers
  • Deductible vs. non-deductible expenses
  • Simple depreciation
  • Estimated Tax Payments
  • Final Exam
  • Practice Cases

Target Audience

Aspiring tax preparers, accounting students, entrepreneurs

Benefits

  • Instructor support for your first 3 real clients
  • Join the Associate Program to earn income with your own software
  • Downloadable study materials
✓ Certificate of Completion – Module 2
⏱ 3 hours

Module 3 – Partnership Returns: Form 1065 (Basic)

Learn to prepare partnership returns (Multi-member LLCs / Partnerships) and correctly interpret Schedule K-1. Includes basic handling of contributions, expenses, and income allocation.

Course Content

  • What is a Partnership? LLPs and Multi-member LLCs: Specific tax treatment
  • Operating Agreements: The tax importance of defining rules between partners
  • Basic Form 1065 rules
  • How Schedule K-1 works: How business profits transfer to partners
  • Allowed deductions and common expenses
  • Initial basis and adjusted basis
  • Final Exam
  • Practice Case

Target Audience

Tax preparers wanting to serve partners starting businesses together

✓ Certificate of Completion – Module 3
⏱ 3 hours

Module 4 – Corporate Returns: Forms 1120 & 1120-S (Basic)

Technical course covering the fundamentals of preparing corporate returns in the U.S., for both C and S Corporations.

Course Content

  • Differences between C-Corp and S-Corp: Critical differences and when to choose each
  • Distributions vs. Dividends: How to properly withdraw money from the company
  • S-Corp Election Requirements (Form 2553): How to legally save on self-employment taxes
  • Deductions, credits, and amortization
  • Payroll for Owners: Reasonable salary requirements in corporations
  • Final Exam
  • Practice Case

Target Audience

Tax preparers advising established businesses

Benefits

  • Model documents: 2553, organizational minutes, etc.
✓ Certificate of Completion – Module 4
⏱ 4 hours

Module 5 – Depreciation & Basis (IRS Rules)

Technical course on depreciation, amortization, and adjusted basis. Learn to handle assets, MACRS rules, and how they affect individual and corporate returns.

Course Content

  • What is basis?
  • Initial basis, adjusted basis, and corporate basis
  • MACRS Depreciation (Form 4562): How to deduct vehicles, machinery, and equipment over time
  • Section 179 and bonus depreciation: Strategies to accelerate deductions
  • Impact on 1040, 1065, and 1120
  • Practice Cases
  • Final Exam

Target Audience

Tax preparers handling business assets and depreciation

Benefits

  • Downloadable technical material
  • Mini depreciation manual
  • Certificate
✓ Certificate of Completion – Module 5

Why Choose This Program? (Your Unique Benefits)

"Professional Takeoff" Mentorship (First 3 Clients)

It's not just theory; it's real practice. When you get your first 3 clients, you won't be alone. We'll review those returns with you before submitting them, ensuring your professional debut is impeccable and error-free.

Associate Program & Professional Software

Upon graduation, you get direct access to our infrastructure. Use our official software. Prepare taxes under our support and license (ERO), generating income with your own client portfolio without the bureaucracy of starting from scratch.

Certification & Backing

Upon completing the program, you'll receive your official Certificate of Completion from Professional Services GP LLC, validating your technical competence in the market.

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