Advanced Tax Preparation Courses

If you have already taken a comprehensive beginner income tax course, you may want to add to your tax knowledge with additional advanced tax courses. Learning advanced tax law and tax preparation for individual taxpayers and small businesses is a great way 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, which includes our Comprehensive Tax Course, plus additional courses at one great package price. You can test out of the Comprehensive Tax Course if you’ve already taken a beginner income tax course. The Chartered Tax Certificate Programs are a great way to become a knowledgeable Tax Preparer in a short time. Completing our most advanced program, the Chartered Tax Professional (CTP®) will even prepare you to sit for the EA exam.
Learn more about the Chartered Tax Certificate Programs

Advanced I Tax Course – 30 hours CE

This course builds on a preparer’s existing experience, providing more in-depth training in the following areas:

  • ACA
  • Clergy
  • Investments
  • At-Risk Rules and Passive Activities
  • Employee Business Expenses
  • Schedule C and E
  • Alternative Minimum Tax

Upon completion of the course, the preparer will have the knowledge to complete more complex returns and the confidence to research more complicated tax issues.

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Advanced II Tax Course – 30 hours CE

*We recommend to take this course after completing Advanced I.

This course is a must for the seasoned preparer who wants to expand their education in the following areas:

  • Amended Returns
  • Special Needs and Concerns for Seniors
  • Tax Issues for High Income Taxpayers
  • Net Operating Losses
  • Schedule D – Special Issues
  • Tax Issues for Divorced and Separated Taxpayers
  • Tax Planning: Savings Strategy and Updates
  • Responding to the IRS
  • State Returns: Resident, Part-Year and Nonresident
  • Nonresident Alien Returns – Form 1040NR

Upon Completion, the preparer will have the knowledge to prepare much more complex individual tax returns and complete research involving complicated tax issues.

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Small Business I Tax Course – 30 hours CE

The experienced individual tax return preparer will find the transition to small business tax preparation stress-free with this course in introduction to small business entity tax preparation. This course provides the foundation necessary to begin preparing small business tax returns, in addition to researching issues that accompany small business entities. This course includes training in the following areas:

  • Business Organization
  • Understanding the Balance Sheet
  • Income, Expenses and Basis
  • Dispositions
  • Sole Proprietorships
  • Partnerships
  • C-Corporations
  • S-Corporations
  • Employment Taxes and Retirement Plans

Upon completion of this course, the preparer will have the knowledge to begin preparing basic small business tax returns for various types of business entities and feel comfortable researching subjects that may go a little more in-depth than they have studied within this course. This course is available with a California state supplement (5 hours of CA state CE).

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Small Business II Tax Course – 30 hours CE

*We recommend to take this course after completing Small Business I.

This is the ultimate course for the well-rounded individual and beginner small business preparer. This course will provide more detailed instruction in the preparation of small business entity tax returns. The course expands on the training acquired in Small Business I and includes the following:

  • Partnership
  • Partnerships Issues
  • Corporation Issues
  • S-Corporations
  • Fringe Benefits
  • Business Tax Credits
  • Amended Returns
  • Form 990-EZ
  • Trusts
  • Estates
  • Tax Practitioner Regulation and Penalties
  • Taxes and Tax Research

Upon completion of this course, the preparer will have gained the knowledge and confidence to prepare and research almost any tax return presented by a taxpayer.

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Save a bundle with multi-course packages!

30-60 hour Course Bundles