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Are you looking to train your staff? Are you a service bureau looking to train your EROs? Do you need to learn the latest updates for 2017?

We can help! Our Enrolled Agents have real tax office experience and can offer classes in English or Spanish.

 

2 Day Live Express Tax Training

 

Click Here to View the Agenda

 

Day 1
9am to 12pm: Three (3) Hour Express Tax Course – This is a power point presentation training on general tax knowledge, presented by an Enrolled Agent.


12pm to 1pm: Lunch Break


1pm to 4pm: Three (3) Hour Express Tax Scenarios – 7 tax returns prepared on CrossLink, based on what tax preparers would most likely encounter during tax season. This is based on our experience at Lopez Tax Service, Inc.


4 pm to 5 pm Questions and Answers

This day will qualify for 5 Hours Tax Law and 1 Hour Ethics

 

Day 2
Tax Law and Ethics – Lunch break should be scheduled
This day will qualify for 5 Hours Tax Law and 1 Hour Ethics

 

  • Role of the Tax Preparer
  • Dependents
  • Child Care
  • Income
  • Itemized Deductions
  • Self Employment Income
  • Retirement
  • Debt Cancellation 1099-C Form 982 if insolvent worksheet, or 1040 Line 21
  • Affordable Care Act
  • Ethics
  • Education Credits
  • ITIN Updates

 


At the end of 2 days, each student will have earned an IRS approved CE Certificate for 10 Hours Tax Law and 2 Hours Ethics.


If students who completed the two day course wish to be added to the IRS Annual Filing Season Program (AFSP) Directory, they can take the Annual Federal Tax Refresher course. A separate course and test administered online by LTPA, for an additional fee.

 

Interested? Give us a call to receive a quote: 866-936-2587