Tax Professional Certification Tax Course

Topics for Tax Professional Certification In-Class Training

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.

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This course will help you become well-learned knowledgeable tax professional. Most states, including California only require you to attain tax knowledge that is included up to topic 35 of this syllabus. Once you complete topic 35 and exam 2 (and additional hours for your state, if any), we will issue your certificate of completion for level 1 which satisfies the tax education requirements for most states. Once your certificate for level 1 has been issued, you can apply for a tax preparers license.

List of Topics To receive reading material by U.S. mail. Exams are cumulative.

	Topic Name
Level 1:

Topic 1	Introduction to Taxation
Topic 2	Filing Basics
Topic 3	Taxable and Non-Taxable Income
Exam 1
Topic 4	Medical and Dental Expenses
Topic 5	Homeowner Itemized Deductions
Topic 6	Job Related Tax Deductions
Topic 7	Casualties & Theft Losses
Topic 8	Charitable Contributions
Exam 2
Topic 9	Child Tax Credit and Additional Child Tax Credit
Topic 10	Earned Income Tax Credit
Topic 11	Child and Dependent Expenses Credit
Topic 12	Education and Education Tax Credits
Topic 13	Tax Provisions for the Elderly and the Disabled
Exam 3	(This is the Midterm Exam for level 1)
Topic 14	Self Employment Income and Tax
Topic 15	Deducting Business Expenses
Topic 16	Tax Deductions for Depreciation
Topic 17	Social Security and Medicare Taxes
Exam 4
Topic 18	Rental Income and Expenses
Topic 19	Selling Your Property
Topic 20	Investment Income and Expenses
Topic 21	Social Security and Equivalent Railroad Retirement Benefits
Topic 22	Contributions for IRAs and Pension Plans
Topic 23	Pension and Annuity Income
Exam 5
Topic 24	Divorced or Separated Individuals
Topic 25	Tax Withholding and Estimated Tax
Topic 26	Moving Expenses
Topic 27	Calculation of Other Taxes
Topic 28	Obligations of Authorized IRS E-File Providers
Topic 29	Dealing with Tax Audits
Topic 30	Ethics of Practice

Exam 6	(This is the Final Exam for level 1)

	Go to your state for additional hours required for level 1 certification.

Evaluation (Please fill one out).