Bootcamp Agenda
DAY 1 LEARNING OBJECTIVES
By 5:00 PM, students should be able to:
■ Explain the responsibility of a paid tax return preparer.
■ Explain what a PTIN is and who generally needs one.
■ Ask appropriate questions to determine filing status.
■ Distinguish between a qualifying child and qualifying relative.
■ Organize a basic client file.
■ Complete a basic W-2 return exercise.
■ Recognize circumstances that must be escalated.
■ And so much more...
■ Day 1 examination.
DAY 2 LEARNING OBJECTIVES
By the end of Day 2, students should be able to:
■ Distinguish gross receipts from net profit.
■ Identify common Schedule C business expenses.
■ Ask proper questions concerning cash and electronic business receipts.
■ Explain why receiving no 1099 does not automatically eliminate taxable business income.
■ Distinguish income tax from self-employment tax.
■ Explain the purpose of the standard deduction.
■ Understand the concept of adjustments to income.
■ Navigate the basic tax-software workflow.
■ And so much more...
■ Day 2 examination
DAY 3 LEARNING OBJECTIVES
By the end of Day 3, students should be able to:
■ Explain paid-preparer due diligence.
■ Identify the areas covered by Form 8867.
■ Recognize inconsistent taxpayer information.
■ Know when additional documents are needed.
■ Recognize common tax return red flags.
■ Distinguish a missing document from suspected fraud.
■ Conduct a professional tax interview.
■ Explain what happens when an e-file is rejected.
■ Explain the purpose of Form 1040-X.
■ Perform a complete return quality review.
■ Recognize when a return should be escalated or declined.
■ And so much more...
■ Complete the MAXX TAX Final Practical Challenge.
■ Meet the Bootcamp graduation standard.
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FAQs
Quick Answers to Your Key Questions on Tax Preparer Webinars
What sets your webinars apart from other tax training programs?
Our webinars are tailored to modern tax challenges and opportunities, featuring expert speakers and cutting-edge content.
How often are the webinar series conducted?
We conduct our webinar series quarterly to align with updates in fiscal policies and technologies.
Are there any prerequisites to attend these webinars
The webinars are designed for new people seeking guidance to become a tax professional and ambitious recent graduates in finance or accounting
What is the typical duration of each webinar?
Most webinars last between 1 to 3 hours, depending on the topic complexity.
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