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best training for tax professionals

Become the Most Confident Tax Professional You Know and Take our Tax Law Training

A four day live training dedicated to helping professionals learn the basics of tax law and preparation.

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what is this course

Want to learn the basics of tax law and preparation?

By the end of the Tax Training course, participants will have a basic understanding of IRS Tax Laws, how to process a tax return using a 1040, understanding Schedule A and Itemizations, Schedule C Business taxes and Tax Law Updates. Participants will also learn the importance of Ethics and Due Diligence as it pertains to Circular 230 within the IRS guidelines.

Days

Instructors

IRS CE Credits

what will you learn?

Lesson Overview & Schedule

Day One

Introduction & preparation

N

Ethics and Due Diligence

Understand Ethics in Tax Preparation, Due Diligence Laws and Penalties.

N

Basic Tax Preparation

Who must file a federal income tax return & which tax return form should be used
N

Tax filing deadline dates, Tax payments, & Filing Status

N

Calculate exemptions to which a taxpayer is entitled

N

Compensation & Tips

N

Types of income

Day Two

Schedule a itemizations

N

Medical Expenses

N

Itemized Deductions

N

Taxes & Interest

N

Charitable Contributions

N

Contributions

N

Record Keeping

Day Three

Schedule C Business Taxes

N

Taxes & Expenses for Schedule C

Day Four

Tax Law updates

N

A Complete Overview

N

Key things to Pay Attention To

N

New Tax Laws

BONUS

2022 Tax Law Guide

Normally $99 – Yours Free with Enrollment

This manual/book contains information straight from the IRS website that details what is needed to process tax returns, tax law updates and what Ethical standards are needed as a Preparer to process returns.

we are your trainers

Shay & Michael

As a team we have a combined 20 plus years of tax training experience that goes into our training curriculum. We’re good at what we do because we truly understand this industry. We know what we do. We educate ourselves on what we do. We have highly qualified trainers who have been doing this for 20 plus years and they understand adult learning theories and how adults learn. We apply those theories and those techniques into our trainings to make them conducive to every learner.

Meet the team

When you're successful

then, we're successful

"I've been knowing Shay for 2 years and I can say that she and her team are truly amazing. They are so knowledgeable and break down everything to understanding. Enough for a child to comprehend. This is 1 of the best investments I've made for myself and my business."

Macara S

"It becomes so hard as an entrepreneur to understand how your business will take care of your personal life. I understand more about my finances because of the thorough guidance from Shay. Now it all makes sense. I always know that when I need her help or have questions about changes in my life, she is one call away. I have more financial goals because of her theory on Stewardship in finance. She is a believer and because of her faith, her clients trust her judgment and wisdom about their individual tax situations."

Ashley R.

"Working with Shay was an absolute pleasure! She is so informative, quick to respond, and easy to work with. After utilizing her LLC services, I will definitely reach out to her again in the future as I had such a positive first experience. Thanks so much for making a seemingly difficult process so seamless!"

Ashley H.

"Took the tax training and the class was very engaging and informative. Best investment for my business. I highly recommend Shay and Michael, they are very helpful and they explained everything thoroughly."

Taylor

Phenomenal services. I have used her services for the past 2 years. Very fast and efficient. Professional and quite pleasant to work with. I would definitely recommend 100%."

Tiffany P
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"Shay is friendly and extremely knowledgeable. She explains things in a manner that you understand so that you can make better decisions for the following tax year. Her team is very professional and works not only fast but accurately.

Lanitra P

"The fastest response time I've ever seen in my entire life when submitting an online contact us request. That did it for me! She is very informative and knowledgeable. I love amazing customer service and she truly provides it. I'll definitely be working with her."

Brittany R.

"I have been a client for the past 6 years and I am so pleased to see the growth of my tax preparer and her company. No better group of people to educate you on the new Tax Laws and handle your finances professionally and accurately."

Ashley N.

"Shay is definitely THE TRUTH!!! She is amazing and very knowledgeable. I will always be a customer."

Connie D.

are you ready to join us?

All trainings are hosted LIVE on Zoom. Select the LIVE training dates you’d like to attend below and reserve your seat.

Oct 18 - 21, 2022

6-10pm CST

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Nov 15 - 18, 2022

6-10pm CST

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Dec 13 - 16, 2022

6-10pm CST

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Jan 10 - 13, 2022

6-10pm CST

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About Us

Meet the Team

Contact Us

Services & Training

All Tax Services

Tools and Resources

Contact
Call Us (214) 983-8302
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