What You'll Learn
Professional Tax Preparer™ (PTP)
As a certified Professional Tax Preparer™ you’ve been trained and tested to provide the quality services expected from a tax preparer. What better service to complement accounting than tax preparation and planning? By mastering this one skill you can increase your income by approximately $100+ per hour. Line by line, the Universal Accounting®’s Professional Tax Preparer™ program will teach you how to complete individual and business returns so that you can either prepare taxes on the side or start your own tax business full-time.
- Establishing the Tax Preparation Foundation: Learn the entire process for determining income and adjustments to income, which will factor into the Adjusted Gross Income
- Becoming the 1040 Expert: Understand all the adjustments that can be made to adjusted gross income, including credits that are allowed and different types of deductions and exemptions that can be taken against that adjusted gross income number
- Profitable Business Returns: Experience completing each of the schedules and forms common to business organizations. See the various business types and why one may be chosen over another. Learn tax concepts in accounting, “Elements of Business Financial Statements,” and how to report gain and loss on dispositions of business property.
- Building Your Successful Professional Tax Preparation Practice: The turnkey process to start & build a successful tax preparer business. This includes proven marketing strategies, pricing, client interviewing for tax planning and preparation and much more.