Anderson Tax Experts Tax Training

The Anderson Tax Experts 10-Week Course is designed to equip aspiring tax professionals and entrepreneurs with the knowledge and tools needed to confidently prepare taxes and build a profitable tax business. Over the span of 10 weeks, students will learn step-by-step how to complete accurate tax returns, stay compliant with IRS guidelines, and implement proven marketing strategies to attract and retain clients. This program blends technical training with real-world business skills—ensuring each participant is prepared not only to file taxes but also to successfully brand, market, and grow their own tax business

$650

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Anderson Tax Experts Tax Training

Course content

14 sections | 220 lessons

Introduction

SETTING UP PTIN( PREPARER TAX IDENTIFICATION NUMBER

Module 1: Income Goals, Important Contacts, and Suggested Fee’s

Module 2: Marketing

Module 3: How to Schedule Appointments

Module 4: Client Intake Process Tax Professionals Interview Process

Module 5: Tax Education

Module 6: Tax Education-Understanding the Most Commonly used IRS Forms

Module 7: Tax Education-Introduction to Self-Employment Taxation

Module 8: Tax Education-Depreciation

Module 9: Customer Service, SOP, and Office Processes

Module 10: Practice Tax Returns

Module 11: How to issue a client Refund Check and Client Follow Up

Module 13: Software Training Videos

Anderson Tax Experts Tax Training

Introduction16 Lessons

Introduction

SETTING UP PTIN( PREPARER TAX IDENTIFICATION NUMBER3 Lessons

SETTING UP PTIN( PREPARER TAX IDENTIFICATION NUMBER

Module 1: Income Goals, Important Contacts, and Suggested Fee’s3 Lessons

Module 1: Income Goals, Important Contacts, and Suggested Fee’s

Module 2: Marketing22 Lessons

Module 2: Marketing

Module 3: How to Schedule Appointments6 Lessons

Module 3: How to Schedule Appointments

Module 4: Client Intake Process Tax Professionals Interview Process9 Lessons

Module 4: Client Intake Process Tax Professionals Interview Process

Module 5: Tax Education44 Lessons

Module 5: Tax Education

Module 6: Tax Education-Understanding the Most Commonly used IRS Forms44 Lessons

Module 6: Tax Education-Understanding the Most Commonly used IRS Forms

Module 7: Tax Education-Introduction to Self-Employment Taxation20 Lessons

Module 7: Tax Education-Introduction to Self-Employment Taxation

Module 8: Tax Education-Depreciation25 Lessons

Module 8: Tax Education-Depreciation

Module 9: Customer Service, SOP, and Office Processes14 Lessons

Module 9: Customer Service, SOP, and Office Processes

Module 10: Practice Tax Returns4 Lessons

Module 10: Practice Tax Returns

Module 11: How to issue a client Refund Check and Client Follow Up3 Lessons

Module 11: How to issue a client Refund Check and Client Follow Up

Module 13: Software Training Videos7 Lessons

Module 13: Software Training Videos