Course curriculum

    1. Doc Moise: Your Trusted Partner in Tailored Tax Solutions

    1. Introduction to the U.S. Tax System

    2. Lesson 1: Overview of taxation in the U.S.

    3. Lesson 2: Importance of understanding taxes for individuals and businesses

    4. Lesson 3: Common misconceptions about taxes

    1. Understanding Taxation

    2. Lesson 1: The Federal Tax System

    3. Lesson 1.2: Taxed Income

    4. Lesson 1.3: Withholding

    5. Lesson 1.4 Importance of the Income Tax Return

    6. Unit 1 Quiz

    1. Tax Scenario 1

    1. Unit 2: Objectives & Resources

    2. Lesson 2: Ethics & Circular 230

    3. Lesson 2.1 Fee Structures

    4. Tax Preparer Ethics Understanding Circular 230

    5. Tax Scenario 3 - Sarah Burton.pdf

    6. Unit 2 Quiz

    1. Unit 3: Objectives & Resources

    2. Lesson 3.1: Understanding the 1040

    3. Lesson 3.2 Schedules of the Tax Return

    4. Lesson 3.3 1040SR

    5. Lesson 3.4 the Third Party Designee

    6. Lesson 3.5: Gathering Taxpayer Documents

    7. Tax Preparation Checklist

    8. Lesson 3.6 Determining Filing Status

    9. Unit 3 Quiz

About this course

  • Free
  • 70 lessons
  • 2 hours of video content

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