Introduction Continued | NuLevel Academy

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Tax Talks

Introduction

Set Your Goals
How To Bring In More Money
Your Ideal Tax Client
Introduction to Taxation
Introduction Continued
Section summary

Lesson 1: Understanding Individual Taxes

Tax Filing Status
Taxable Income vs. Adjusted Gross Income (AGI)
Deductions & Credits
Tax Withholdings & Estimated Tax Payments
Necessary Documentation
Tax Client Intake Form
Lesson 1 Quiz
Section summary

Lesson 2: Filing Individual Tax Returns

Overview of IRS Form 1040
Filing Extensions and Penalties
Lesson 2 Quiz
Section summary

Lesson 3: Most Common Income Documents

Understanding a Typical Form W-2
Transferring from w2 to 1040
Understanding a Typical Form 1099
Business Income & Expense Documents
Lesson 3 Quiz
Section summary

Lesson 4: Tax Credits

Credit Over Deductions
Lesson 4 Quiz
Section summary

Lesson 5: Business Taxes Overview & Filing Business Tax Returns

Business Taxes Overview
Filing Business Tax Returns
Special Tax Considerations for Business
Lesson 5 Quiz

Lesson 6: Special Tax Considerations

Special Tax Implications
Video Examples of Filing Business Tax Returns
Lesson 6 Quiz

Section 179

Section 179
Section 179 & Vehicles
Section 179 Quiz

Lesson 7

Individual Taxes and Special Consideration
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Special Forms
Quiz on Special Considerations
Incentives For This Tax Season 2025
Our Fees & Preparer Payouts

Lesson 8

Some Common and Not So Common Forms
Lesson 7 Quiz
Marketing & Promo
Tax Transcripts & Common Codes

New section

Jane
John

Scenario

PTIN
Victoria
Sarah G
Jake
Audit Protection
Where Did My Refund Go?!

Test

Unit Test

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Introduction Continued

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