Intuit in Partnership with The Income Tax School

IntuitIntuit, in conjunction with The Income Tax School, is proud to offer comprehensive online tax courses that meet the needs of those just entering the tax profession, as well as those with years of experience as tax professionals. Tax practice management products to help you start a new tax business or grow an existing one are also available. As well as tax training student kits to teach your own students in-house if you have a tax business that you want to grow.

The online tax preparation courses offered by Intuit and The Income Tax School allow you to learn at your own pace from the comfort of your home or office whenever you have the time. While the courses are online, you’ll still have access to expert assistance to answer questions about the course materials, just like in a traditional classroom!

Whether you’re looking to start a tax career or advance one that you already have, the online tax courses offered by Intuit and The Income Tax School provide the perfect opportunity to meet the growing demand for qualified tax professionals. If you’re ready to meet that need, contact us to learn more and get started down the path to a rewarding career.

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Top 10 online CE Courses offered by The Income Tax School

Amazing Savings on CE Seminars

Enroll-Now-3-Hour-CE-Tax-Seminars

  • Choose any 3 CE Seminars for $99, a Savings of $18!
  • Choose any 5 CE Seminars for $149, a Savings of $46!
  • You can’t afford not to get your CE here

(link will open a registration page
on the Income Tax School web site)

  • Amended Tax Returns for Individuals — Explore amended returns. Covered topics will include common reasons for amendments, statute of limitation when claiming a refund, 1040X preparation, fees for amended returns, and state income tax return amendments.
  • C Corporations — Learn the advantages and disadvantages of selecting C-corporation as the form of business entity. Learn to value inventory. Understand the various forms of stock a corporation may issue. Plus much more.
  • Earned Income Tax Credit — Get the most up-to-date information on the Earned Income Tax Credit. Learn about requirements, qualifying children, rules for foster children, and so much more!
  • Employee Business Expenses — Learn which employee business expenses are deductible, when they are allowed, understand employer reimbursements, accountable and non-accountable plans, and so much more!
  • Employment Taxes — Explore employment taxes and withholding issues for independent contractors and statutory employees. Review earned income tax credit. Form 941, Form 940, and tax deposits will be introduced.
  • Ethics and Responsibilities of Tax Professionals — Upon completion of this course you will be able to describe professional responsibilities in tax return preparation, determine the actions necessary to maintain client confidentiality and identify the requirements to practice before the IRS.
  • Partnerships — Learn about developing a partnership, advantages and disadvantages of becoming one, maintaining records and how partners pay taxes on their share of income.
  • Rental Property (6 hour seminar) — Learn what constitutes rental property, what expenses are deductible, and how to handle sales of rental property.
  • Responding to the IRS — Given the choice most taxpayers would rather not deal directly with the IRS. This is where you step in with the knowledge you will gain to assist your taxpayer. Learn how to handle IRS letters which request information or explanations. Gain knowledge in handling audit issues and complex collection issues. Learn about offers-in compromise.
  • Retirement Plans —Learn the different types of retirement plans, and the tax treatment of distributions received.
  • Tax Law Updates — With this seminar you will gain an understanding of new or changed tax laws.

Annual Federal Tax Refresher Course

Set Yourself APART from Unqualified Competitors

What are the Incentives?

  1. Listing on IRS.gov in a national database as a qualified tax preparer
  2. Eligibility as an unenrolled preparer to represent clients during the examination of a return
  3. Opportunity to add “As Seen On IRS.gov” to your email signature, business cards, etc.
  4. Gain a Record of Completion from the IRS

IMPORTANT:

The AFTR is merely a short refresher course for experienced tax preparers and will not enable a person who is not an experienced tax preparer to learn how to prepare income tax returns. If you are interested in becoming a tax preparer, you should consider the Comprehensive Tax Course. Learn more about the IRS Annual Filing Season Program.

Annual Federal Tax Refresher (AFTR) Course

Annual Filing Season Program (AFSP) Packages

Add to Your Tax Knowledge with Additional Advanced Courses!

Learn advanced tax law and tax preparation for individual taxpayers and small businesses to grow your clientele base. With this advanced tax knowledge you will be able to prepare more complicated returns, which will allow you to earn more money. Plus, people will seek you out as their tax professional because you can handle all types of tax situations.

You can take these courses one at a time, in a reduced-price two-pack bundle, or you can register for one of our Chartered Tax certificate programs (CTA®, CTC®, or CTP®) which include two, three or all five of our main tax courses, including our Comprehensive Tax Course at one great package price. You can even test out of the Comprehensive Tax Course if you’ve already taken a beginner tax course. The Chartered Tax Professional Certificate Program (CTP®) will prepare you to sit for the EA exam. Learn more about all three of our Chartered Tax Certificate Programs.

Advanced Education

30-60 hour Course Bundles

Chartered Tax Certificate Programs

Comprehensive Tax Course with Career or Business Package (Beginner Course)

The ITS comprehensive tax training course will enable you to quickly embark on a rewarding, flexible, and dependable career in just weeks!

Career Package Includes

  • Comprehensive Tax Course
  • Certificate of Completion
  • FREE All-States Individual Guide
  • FREE 6-hr AFTR Course
  • CA and OR State Supplement Available (CTEC and OBTP Approved)
  • Free Academic Support (Instructor Support Provided by Email)

Upgrade to the Business Package for $100 More!

  • Includes Everything in the Career Package PLUS the Two Guides Below:
    • Guide to Starting a Tax Business and Getting Clients
      • Getting Started, Taking the Courses, Starting Your Own Business, Specifics for a Tax Business, How Do You Get Clients? (Includes sample marketing pieces), Bootstrap Marketing Materials You’ll Need, Meeting With Your Client, How to Price Your Services, Continuing Education, Client Retention, Becoming a Bricks and Mortar Business
    • Guide to Policies and Procedures for a Tax Business
      • Introduction, Company Philosophy, Personnel Policies, Tax Office Policies and Procedures, Tax Preparation Procedures, Processing Tax Returns, Client Folder Setup

Course Description

Upon successful completion of this course, you will be able to:

  • Prepare most business and non-business individual tax returns
  • Perform a thorough interview with a taxpayer
  • Determine a taxpayer’s filing status and eligibility for exemptions
  • Accurately report income and deductions for a taxpayer
  • Determine a taxpayer’s eligibility for credits and deductions
  • Compute income for Schedules C, E and F
  • Determine depreciation deductions and eligibility for Section 179
  • Accurately calculate a taxpayer’s refund or balance due
  • Advise a taxpayer in tax planning strategies

Course Materials/Resources

  • Comprehensive Tax Course Manual, by The Income Tax School
    (online text included, optional hard copy available)
  • Federal income tax reference material
  • Automatic grading with instructional feedback
  • Student forum and career center
  • Certificate of Achievement upon completion
  • Instructor support from veteran tax preparers

Teaching Method

Online — Study 24/7/365 anywhere with an Internet connection

Availability

Our current courses are based on last year’s tax law because this year’s tax code is not finalized until December. We provide all students with a free Tax Law Update once the IRS issues updates.

Term

6 months from date of registration

CE Credit Eligibility

60 hours of CE Credit

Topics Included

  • Electronic Filing
  • W-2 & 1099 Forms
  • Form 1040 (1040 EZ/A)
  • Interview Techniques
  • Filing Requirements
  • Filing Status
  • Exemptions & Dependents
  • Earned Income Tax Credit
  • Due Diligence
  • Child Care & Tax Credits
  • Interest & Dividends
  • Other Income
  • Adjustments to Income
  • Itemized Deductions
  • Employee Business Expenses
  • Sale of Real Estate
  • Depreciation
  • Self-Employment
  • Rental Property
  • Capital Gains & Losses
  • Alternative Minimum Tax
  • Education Expenses & Plans
  • IRAs & Retirements Plans
  • Ethics
  • Kiddie Tax
  • Tax Saving Ideas

Tax School Customer Price

  • Career Package – $397 (normally $499) course without book
  • Career Package – $447 (normally $549) course with printed textbook
  • Business Package – $497 (normally $599) course without book
  • Business Package – $547 (normally $649) course with printed textbook

Enroll-Now---Comprehensive-Tax-Course-with-Career-PackageEnroll-Now---Comprehensive-Tax-Course-with-Business-Start-Up-Package

 

 

 

Bring the Best People into Your Business – Our Proven System Makes it Easy

The best tax preparers help you grow your business. Clients like and trust them, and you get more referrals.

People skills are the key. The ability to put another person at ease and earn their confidence is a natural aptitude. It can’t be taught. But tax preparation skills can.

We started The Income Tax School (ITS) to provide a tax school that trains people for our business, Peoples Tax. It’s a best practice that the national firms use to fuel business expansion.

Now you can find and train the right people for your business, too. Our tax preparation training materials and methods make it easy.

Get everything you need to teach tax preparation in one easy, affordable turn-key package.

You get everything you need to train people who want to become tax preparers. We provide materials for online training or live training in a classroom. Your training kit includes:

  • Operations Manual (how to plan, organize, and run your school)
  • Instructor Kit with tax course materials
  • Student Kit with tax course materials
  • Marketing materials (optional)

For a limited time, we are offering 50% off our 1st Year Operator’s Starter Kit and License. Plus we are offering discounts on our online group classes with ITS as the instructor.

View tax training kits and materials

Partner with The Income Tax School today:

Call now and we’ll help you select the package that’s right for you — (800) 984-1040 (Monday-Friday). Or email your phone number to us and we’ll call you.

Free guide and webinar to recruit and train tax preparers

Use Best Practices to Grow Your  Successful Tax Business!

Tax Business Marketing Manual

Learn the secrets that will help you compete with national tax firms, and beat them at their own game!

Reach Your Target Clients

This manual has all you need to know to market your tax business the way national tax firms do…without having to spend as much. Learn to identify your target clients and reach them more efficiently and effectively. This unique practical guide is full of proven strategies and illustrations of marketing tactics and tools that build revenue. Just one of the scores of great ideas will more than pay for the modest cost of this essential handbook! The Tax Office Marketing Manual is one module of four practice management manuals. Purchase all 4 manuals and save!

Contents include:

  • Marketing Planningmarketing-manual-big
  • Clients & Retention
  • Mass Media Advertising
  • Targeted Advertising
  • Public Relations
  • Group Tax Programs
  • Tax Office Signage
  • Pricing
  • Marketing Services
  • Sample Ads, Brochures & Flyers
  • Marketing References
  • …and much more!
  • View Table of Contents

Get the Tax Business Marketing Manual or Order all 4 Manuals as a set and save!

Tax Office Policies and Procedures Manual

Your tax preparers need to know more than tax preparation to help you grow your business…

Policies and Procedures of a Tax Office

Successful tax practices require much more than just knowing how to prepare tax returns. This comprehensive manual outlines effective company policies and procedures and communicates them to your employees and clients. Help your staff understand your company’s philosophy, which will help increase consistency in your operations. We even include a CD so you may customize the manual to your own business needs. The Tax Office Marketing Manual is one module of four practice management manuals. Purchase all 4 manuals and save!

Contents include:

  • Guiding Principlestax-office-operations-p&p-big
  • Company Philosophy
  • Corporate Mission
  • Personnel Policies
  • Marketing Programs
  • Tax Office Policies
  • Tax Preparation Procedures
  • Administrative Procedures
  • Fee Schedules
  • Checking & Processing
  • IRS E-Filing
  • IRS Due Diligence
  • Employment Agreements, Testing & Training
  • Income Tax Office Forms
  • …and much more!
  • View Table of Contents

Get the Tax Office Policies and Procedures Manual or Order all 4 Manuals as a set and save!

Tax Business Expansion Manual

Proven methods to develop a multiple office income tax business.

Grow Your Tax Business the Smart Way! If you are ready to lease a tax office or expand your tax business, don’t any make decisions without this guide! This manual, developed by Chuck McCabe, a 40+ year veteran executive of a national tax firm, gives you a methodical, clear plan. Just one of these many tips could save you thousands of dollars and headaches! Chuck has personally managed close to a thousand leases and has learned what works – and what doesn’t! This truly is a must read!

Contents include:

  • Planning for Expansiontax-office-expansion-manual-big
  • Game Plan to Compete with National Tax Firms
  • Site-Selection Considerations
  • Different Market Segments
  • Signage
  • Sample Leases & Leased Department Agreements
  • Strategies for Lease Negotiation
  • Legal Advice
  • Key Leasing Considerations
  • Seasonal Shopping Mall Offices
  • Lease Department Offices
  • Satellite Offices
  • Group Tax Programs
  • Alternative Distribution Channels
  • Joint Ventures & Franchises
  • Buying Tax Practices
  • Acquisitions
  • …and much more!
  • View Table of Contents

Get the Tax Business Expansion Manual or Order all 4 Manuals as a set and save!

Tax Business Personnel Manual

The Most Important Part of Your Business is Your People!

Training & Human Resources

If you’re in business with just two or more employees, then this manual is for you. Employees are the key to your success. With this guide, you’ll be able to realize the benefits of hiring right, proper training, and keeping the best. We even include a CD so you may customize the manual to your own business needs.

Contents include:

  • Creating Job DescriptionsPersonnel-Manual-big
  • Screening & Hiring
  • Recruiting & Training
  • Hiring Seasonal Tax Preparers
  • Pre-Employment Hiring Procedures
  • Employee Training Outlines
  • Motivating & Retaining
  • Personnel Policies & Procedures
  • Employment Qualifications
  • Employment Legal Issues
  • Employment Practices
  • Wage & Salary Policies
  • Work Schedule
  • Leaves of Absence – Paid & Unpaid
  • Employee Rewards & Recognition
  • Compensation & Performance
  • Benefits
  • …and much more!
  • View Table of Contents

Get the Tax Business Personnel Manual or Order all 4 Manuals as a set and save!