Fundamentals of Tax Preparation

MGMT 822.12

Understand the basics for preparing tax returns. This course is ideal for those considering a career as a tax preparer and provides a foundation for the Enrolled Agent (EA) Exam Review.

READ MORE ABOUT THIS COURSE
Spring
Summer
Remote Instruction
Starting at $295.00
As few as 3 weeks
2.0

What you can learn.

  • Research tax issues for most Form 1040 individual, non-business taxpayers; plus the basics of Schedule C/self-employed tax returns
  • Learn the processes for filing a return, including electronic filing, refund and payment options, estimated tax payments, and amended returns
  • Discuss the practices, procedures, and ethics required for Enrolled Agents (EA), the process for attaining EA certification, and potential career paths

About this course:

This introductory course provides a foundation for the Enrolled Agent (EA) Exam Review and is ideal for those considering a career as a tax preparer. Students are provided the basics for preparing tax returns and how to research tax issues for most Form 1040 individual, non-business taxpayers, plus the basics of Schedule C/self-employed tax returns.  The processes for filing a return, including electronic filing, refund and payment options, estimated tax payments, and amended returns are covered. Students also learn how tax software is implemented for preparing returns and assisting in understanding the application of tax law. The final session provides an overview of the practices, procedures, and ethics required for Enrolled Agents (EA); the process for attaining EA certification; and potential career paths.

Spring 2021 Schedule

Available Format(s):

These courses have regular meeting times and are fully online, via remote instruction. Click “See Details” below for more information.

Future Offering (Opens February 01, 2021 12:00:00 AM)
-
Wednesday, Saturday
Location: Online
379395
Fee:
$295.00
See Details
Refund Deadline
No refunds after May 04, 2021
Course Requirements
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Wed Apr 28, 2021
8:30AM PT - 12:30PM PT
Online
Lecture
Sat May 1, 2021
6:00PM PT - 10:00PM PT
Online
Lecture
Wed May 5, 2021
8:30AM PT - 12:30PM PT
Online
Lecture
Sat May 8, 2021
6:00PM PT - 10:00PM PT
Online
Lecture
Wed May 12, 2021
8:30AM PT - 12:30PM PT
Online

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

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