$178.20
$178.20
$320.77Topics for Tax Professional Certification
The following tax certification material is what a tax professional should know to be considered well-learned in tax matters. The tax professional who has successfully attained the following knowledge, we believe, will have demonstrated sufficient competence in taxation.
Tax School Homepage
This course consists of 2 levels that will help you develop into a well-rounded knowledgeable tax professional. Most states, including California only require you to attain tax knowledge that is included up to lesson 36 of this syllabus. Once you complete lesson 36 and exam 2, we will issue your certificate of completion for level 1 which satisfies the basic education requirements for most states. Once your certificate for level 1 has been issued, you can apply for a tax preparers license.
In anticipation of new IRS education requirements and regulation of tax professional education, we wish you will consider completing both level 1 and level 2 of this program. Upon completion of both levels we will issue you a frame-able professional certificate of completion. Tax professionals who have studied well and who successfully complete level 1 and 2 of this tax course with a grade point average of 90% or better can sit for the IRS EA exam with confidence.
| Level 1 | Level 2 | Level 1 and 2 |
|
$178.20 |
$178.20 |
$320.77 |
To receive reading material by U.S. mail.
Exams are cumulative.
List of Topics
| Topic Name | |
| Level 1 | |
| Topic 1 | Introduction to Taxation |
| Topic 2 | Filing Basics |
| Topic 3 | Taxable and Non-Taxable Income |
| Topic 4 | Standard VS Itemized Deductions |
| Topic 5 | Medical and Dental Expenses |
| Topic 6 | Deduction for Taxes |
| Topic 7 | Tax Deductions for Mortgage Interest Expense |
| Topic 8 | Tax Deductions for Investment Interest Expense |
| Topic 9 | Charitable Contributions |
| Topic 10 | Casualties & Theft Losses |
| Topic 11 | Deductions for Job Expenses and other items |
| Topic 12 | Travel and Entertainment Expenses |
| Topic 13 | Earned Income Tax Credit |
| Topic 14 | Child Tax Credit and Additional Child Tax Credit |
| Topic 15 | Child and Dependents Expenses Credit |
| Topic 16 | Household Employees |
| Topic 17 | Education Tax Credits, Scholarships and Fellowships |
| Topic 18 | Social Security and Equivalent Railroad Retirement Benefits |
| Topic 19 | Credit for the Elderly or the Disabled |
| Exam 1 | |
| Topic 20 | Self Employment Income and Tax |
| Topic 21 | Tax Deductions for Depreciation |
| Topic 22 | Deducting Business Expenses |
| Topic 23 | Investment Income and Expenses |
| Topic 24 | Residential Rental Income and Expenses |
| Topic 25 | Property Sales |
| Topic 26 | Selling Your Home |
| Topic 27 | Contributions for IRA's and Pension Plans |
| Topic 28 | Pension and Annuity Income |
| Topic 29 | Divorced or Separated Individuals |
| Topic 30 | Tax Withholding and Estimated Tax |
| Topic 31 | Moving Expenses |
| Topic 32 | Alternative Minimum Tax |
| Topic 33 | Excise Taxes |
| Topic 34 | Amending Returns and Dealing with Audits |
| Topic 35 | Ethics |
| Topic 36 | Regulations of Practice |
| Exam 2 | |
| Go to your state (for states that have state tax) for additional hours required to be completed for level 1 certification. | |
| Level 2 | |
| Topic 37 | Partnerships |
| Topic 38 | Estates |
| Topic 39 | Foreign Tax Credit |
| Topic 40 | Withholding of Tax on Nonresident Aliens |
| Topic 41 | Social Security for Religious Workers |
| Topic 42 | First Time Homeowners |
| Topic 43 | Net Operating Losses (NOL) |
| Topic 44 | Installment Sales |
| Topic 45 | Basis of Assets |
| Topic 46 | Passive Activity and At-Risk Rules |
| Topic 47 | Taxes for Farmers |
| Topic 48 | Tax Exempt Status for Your Organization |
| Topic 49 | Passive Activity and At-Risk Rules |
| Topic 50 | U.S. Partnership Returns |
| Topic 51 | Corporations |
| Topic 52 | Accounting Periods and Methods |
| Topic 53 | Withholding of Foreign Corporations |
| Exam 3 | |
| Topic 54 | Retirement Plans for Small Business |
| Topic 55 | Introduction to Estate and Gift Taxes |
| Topic 56 | Employer's Tax Guide |
| Topic 57 | Employer's Taxes |
| Topic 58 | Employer's Fringe Benefits |
| Topic 59 | S Corporations & Election by a Small Business Corporation |
| Topic 60 | Filing Form W-2, Form W-3, 1099s and Miscellaneous Income Forms |
| Topic 61 | Practice Requirements |
| Topic 62 | Recordkeeping |
| Topic 63 | Examinations of Returns and Claims for Refunds |
| Topic 64 | The IRS Collection Process |
| Topic 65 | Practice Before the IRS |
| Topic 66 | Obligations of Authorized IRS E-File Providers |
| Topic 67 | Declaration of Representatives |
| Topic 68 | Ethics Essay |
| Final Exam | |
Evaluation (Please fill one out).