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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
Continued...
Continued...
Continued...
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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Understanding a Typical Form 1099
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