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03. Core This is where things get real. This course takes you into the returns most of your clients actually bring in, dependents, credits with income limits, itemized deductions, and situations where the wrong call costs someone money. You'll learn the... | |||||
Due Diligence The Earned Income Tax Credit (EITC) is one of the most valuable refundable credits for taxpayers, but also one of the most error-prone areas in tax preparation. This course equips you with the knowledge and tools to apply the rules correctly,... | |||||
01. Foundations Tax Pro Foundations is the official starting point for every new TSG ProAdvisor member. This course brings together everything you need to launch your tax preparation business, from obtaining your essential IRS credentials to understanding the... | |||||
02. Fundamentals Federal tax fundamentals encompass the basic principles and regulations governing federal taxation in the United States. These include understanding the different types of taxes levied by the federal government, such as income tax, payroll tax,... | |||||
04. Mastery This is the one that changes how you see every return you'll ever touch. We go deep on the areas where intermediate preparers get stuck, complex Schedule C situations including clients with no records, capital gains across every asset type,... | |||||
Support Learn the basics of our ProAdvisor Web Software. Keywords: login, log into, how to login, create new return, how to create a new return, deleting a return, how to delete a return, document archive, verify a return, remote signature link, how to... | |||||
04. Mastery In this comprehensive masterclass, Mastering the Amendments (Form 1040-X), ProAdvisors will gain the knowledge and confidence to handle amended tax returns with precision and professionalism. This training goes beyond theory, it combines... | |||||
04. Mastery Mastering Business Taxes is a powerful masterclass designed to equip ProAdvisors with the knowledge and practical skills needed to serve business clients confidently. This session covers the foundational and advanced concepts of business... | |||||
04. Mastery Unlock a high-demand niche and become the go-to expert in your community with the Certification on Real Estate and Rentals by TSG ProAdvisor. This specialized course is designed for tax professionals who want to confidently serve real estate... | |||||
04. Mastery Understanding the Premium Tax Credit (PTC) is essential for tax professionals who work with clients enrolled in Marketplace health insurance. In this course, you’ll learn how to accurately calculate, reconcile, and report the credit —... |