07/27/2024
📚📌✏️Class starts in less than 10 days August 5th!📚📌✏️
Take this class that will change your life AND offer the steps to financial freedom! Work 4 months out the year, and make what others make in a YEAR! Make 4-6 figures in 4 months! I’ll teach you the proven method that works.
https://stephanie-crutchfield-s-school1.teachable.com/p/crutchfield-tax-academy
I’m running a $299 special for my next class! If you can’t make the August 5th class, I’ll also have an October 14th class. Payment plans available and accept Afterpay and Klarna at checkout!
This tax class will change your life!!!
⁉️📌✅Itinerary is below: ⁉️📌✅
COURSE OUTLINE FOR MY TAX ACADEMY THAT STARTS AUGUST 5TH FOR 8-10 WEEKS
THE COURSE IS SELF PACED AND WE WILL HAVE 1 WEEKLY LIVE ZOOM MEETING ON MONDAYS TO COVER WHAT YOU LEARNED THE PREVIOUS WEEK IN MORE DEPTH. YOU CAN ASK QUESTIONS AND GET CLARIFICATON ON THINGS YOU DIDN’T UNDERSTAND. WE WILL PLAY TAX GAMES TO GET TO KNOW YOUR CLASSMATES AND CONTENT COVERED THOROUGHLY. I WILL HAVE GIFT CARD GIVEAWAYS AT EACH WEEKLY ZOOM MEETING. YOU ALSO WILL BE ADDED TO MY PRIVATE FACEBOOK GROUP FOR MY STUDENTS THAT ARE ENROLLED FOR MORE ONE-ON-ONE SUPPORT FOR ALL SEASON LONG.
WEEK 1: AUGUST 5TH ZOOM MEETING 7:00PM-8:30PM (CENTRAL TIME)
WE WILL DO CLASSS INTRODUCTIONS AND GO OVER THE CLASS EXPECTATIONS, I WILL INTRODUCE MYSELF AND MY BACKGROUND, WHAT YOU WILL LEARN, DO CLASSMATE INTRODUCTIONS, AND ICEBREAKERS. I WILL ALSO GIVE AWAY AN E GIFT CARD FOR CLASS PARTICIPATION. MODULES WILL BE RELEASED EVERY TUESDAY AT 8:00AM (CENTRAL TIME) AFTER OUR WEEKLY ZOOM MEETINGS.
MODULE 1: BECOMING A REGISTERED TAX PREPARER WITH THE IRS
A: COMPLETING A TAX COURSE
B: OBTAIN YOUR PTIN (PAID PREPARER TAX ID NUMBER)
C: DUE DILLIGENCE TRAINING MODULE (IRS WEBSITE)
D: AFSP & CE (CONTINUING EDUCATION) COURSES
E: IMPORTANT RESOURCES
MODULE 1-PRACTICE QUIZ
WEEK 2: AUGUST 12TH ZOOM MEETING 7:00PM-9:00PM (CENTRAL TIME)
MODULE 2: CUSTOMER SERVICE & ETHICAL OBLIGATIONS OF A PREPARER
A: CUSTOMER SERVICE IN THE TAX INDUSTRY
B: CIRCULAR 230: PROFESSIONAL RESPONSIBILITY AND
ETHICAL OBLIGATIONS OF A TAX PREPARER
C: WHO CAN PRACTICE BEFORE THE IRS?
D: DUE DILIGENCE AND RECORD KEEPING
E: UNDERSTANDING TAX LAWS AND REGULATIONS
F: IMPORTANT TAX DATES AND DEADLINES
MODULE 2-PRACTICE QUIZ
MODULE 3: WEEK 3 AUGUST 19TH ZOOM MEETING 7:00PM-9:00PM (CENTRAL TIME) INTRODUCTION TO TAX PREPARATION
A: INTRODUCTION TO TAX PREPARATION
B: OVERVIEW ON PAPER AND ELECTRONIC FILING
METHODS
C: FILING STATUSES AND REQUIREMENTS
D: DEPENDENT-QUALIFYING CHILD VS. QUALIFYING
RELATIVE
E: WHO MUST FILE A TAX RETURN?
F: WHO MUST FILE A TAX RETURN?
G: FINDING TAX FORMS AND PUBLICATIONS
H: IMPORTANT RESOURCES
MODULE 3-PRACTICE QUIZ
MODULE 4: WEEK 4 AUGUST 26TH ZOOM MEETING 7:00-9:00(CENTRAL TIME) INDIVIDUAL TAX RETURNS (THE 1040 FORM)
A: INTRODUCTION ON FEDERAL INCOME TAXES
B: FORM 1040
C: TAX SCHEDULES THAT ATTACH TO FORM 1040(SCHEDULES A-E)
D: STANDARD DEDUCTION VS ITEMIZED DEDUCTIONS
E: TAX CREDITS AND DEDUCTIONS
F: AMENDING A TAX RETURN
G: FILING TAX EXTENSIONS
H: IMPORTANT RESOURCES
MODULE 4-PRACTICE QUIZ
MODULE 5: WEEK 5 SEPTEMBER 2ND ZOOM MEETING 7:00-9:00(CENTRAL TIME) TYPES OF INCOME & COMMON TAX FORMS
A: THE W2 FORM
B: 1099 FORMS
C: THE W4 FORM
D: 1098 FORMS
E: IMPORTANT RESOURCES
MODULE 5-PPRATICE QUIZ
MODULE 6: WEEK 6 SEPTEMBER 9TH ZOOM MEETING 7:00-9:00PM (CENTRAL TIME) SMALL BUSINESS TAX RETURNS (THE SCHEDULE C)
A: TYPES OF BUSINESS ENTITIES FOR TAX PURPOSES
B: SELF EMPLOYMENT TAXES
C: OVERVIEW OF SMALL BUSINESS TAX RETURNS (THE
SCHEDULE C)
D: BENEFICIAL OWNERSHIP INFORMATION
REPORTING FOR SMALL BUSINESSES
E: SHHEDULE C RECONSTRUCTION
F: IMPORTANT RESOURCES
MODULE 6-PRACTICE QUIZ
MODULE 7: WEEK 7 SEPTEMBER 16TH ZOOM MEETING 7:00-9:00(CENTRAL TIME) TAX LAW CHANGES AND UPDATES
A: OVERVIEW OF TAX LAW CHANGES
B: 2023 TAX LAW UPDATES
C: 2024 TAX LAW UPDATES
MODULE 7=PRACTICE QUIZ
MODULE 8: WEEK 8 SEPTEMBER 23RD ZOOM MEETING 7:00-9:00(CENTRAL TIME) MARKETING YOUR TAX BUSINESS
A: BUILDING CLIENTS AND DEVELOPING YOUR PRACTICE
B: MARKETING AND RESOURCES
C: CLIENT INTAKE FORMS/MARKETING TEMPLATES
D: BUILDING LOGO AND WEBSITES
E: SETTING UP YOUR FACEBOOK AND INSTAGRAM
SOCIAL MEDIA PAGES
WEEK 9 AND 10: SEPTEMBER 30TH AND OCTOBER 7TH
ZOOM MEETINGS 7:00-9:00(CENTRAL TIME) TO GO OVER PRACTICE RETURNS TOGETHER AND ASK QUESTIONS
WEEK 9: PRACTICE RETURNS 1-10
WEEK 10: PRACTICE RETURNS 1-15
WE WILL JOIN BOTH CLASSES TOGETHER THE LAST 2 WEEEKS OF THE OCTOBER CLASS AS A REFRESHER, MORE PRACTICE, AND UPDATED TAX LAWS FROM THE IRS. DECEMBER 16TH AND DECEMBER 30TH.
