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Start Here – Filing Season Course

This section establishes the foundation for all tax preparation activities.
All students must complete this section before proceeding.

Modules Included:

• Filing Status Foundation
  
  

• Standard Deduction vs Itemized Deductions
  
  

• Tax Brackets Explained
  
  

• Income Types & Reporting Requirements
  
  

• Adjustments to Income
  
  

• Credits Explained
  
  

• Due Diligence Essentials
  
  

• Filing Season Readiness
  
  

Schedule C Mastery – Self-Employed & 1099 Income

This section covers full reporting, deductions, and compliance for self-employed taxpayers.

Modules Included:

• Understanding Schedule C
  
  

• Business Income vs Personal Income
  
  

• Common & Advanced Business Deductions
  
  

• Mileage vs Actual Expenses
  
  

• Home Office Deduction
  
  

• Self-Employment Tax (Schedule SE)
  
  

• Cleaning Up Business Books
  
  

• Schedule C Case Studies
  
  

Marketplace Health Coverage (Form 1095-A)

This section explains Marketplace insurance and Premium Tax Credits.

Modules Included:

• Understanding Marketplace Health Insurance
  
  

• Form 1095-A Breakdown
  
  

• Premium Tax Credit Explained
  
  

• Reconciling Advance Payments (Form 8962)
  
  

• How to Enter Marketplace Insurance on a Tax Return
  
  

• Common Errors & IRS Notices
  
  

Tax Amendments Explained

This section covers correcting previously filed returns.

Modules Included:

• When an Amendment Is Required
  
  

• Form 1040-X Step-by-Step
  
  

• Amending for Income, Credits, or Dependents
  
  

• IRS Processing Timelines
  
  

• Client Communication Best Practices
  
  

Tax Book Cleanup

This section focuses on organizing and correcting financial records.

Modules Included:

• Identifying Incomplete or Messy Records
  
  

• Separating Personal vs Business Transactions
  
  

• Reconstructing Income & Expenses
  
  

• Using Bank Statements for Cleanup
  
  

• Preparing Clean Books for Filing
  
  

Tax Due Diligence & Compliance

This section ensures IRS compliance and preparer protection.

Modules Included:

• IRS Due Diligence Requirements
  
  

• Form 8867 Explained
  
  

• Required Documentation by Credit Type
  
  

• Record Retention Rules
  
  

• Preparer Penalties & Risk Management
  
  

Software Training – Maxx Mitchell (Locked)

🚫 Access Granted After Course Completion

Students will be granted access after:

• All required modules are completed
  
  

• All quizzes are passed with 80% or higher
  
  

Training Includes:

• Maxx Mitchell Software Login
  
  

• Client Intake & Data Entry
  
  

• Forms Navigation
  
  

• Error Review & Quality Checks
  
  

• E-File Submission Process
  
  

Final Assessment & Certification

Successful completion confirms readiness to prepare or assist with client tax returns.