How to do Taxes Like a Professional: Tax Toolkit
Taxes Made Simple is a foundational course designed to teach you the basics of preparing individual tax returns — step by step, the way real professionals do it. Whether you’re brand new to taxes or looking to sharpen your skills before taking clients, this course gives you the tools and confidence you need to get started in the tax industry. You’ll learn: ✅ How to read and understand tax documents (W-2s, 1099s, etc.) ✅ Filing statuses, dependents, and common credits ✅ How to complete a basic Form 1040 from start to finish ✅ Introduction to tax software and e-filing ✅ The difference between standard vs. itemized deductions ✅ Ethical responsibilities and best practices for preparers This course is perfect for: 🔹 New or aspiring tax preparers 🔹 Admins and support staff entering tax offices 🔹 Entrepreneurs starting a tax business
CourseBy Alana Daniels
Tax Office Tracker
This is an excel spreadsheet that will be your holy-grail organizing tool during tax season that has a breakdown of each client, what status they are in, notes, fee amount, IRS status, if they were referred, and more.
Digital file1 fileBy Alana Daniels
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