This course provides the 80 hours of basic education that is required in order for you to be able to sit for the Oregon Tax Practitioners exam.
The course covers all of the major aspects of being a tax practitioner in Oregon while also helping prepare you for the state licensing exam.
In this 6-hour class, we'll review the most important and common credits that your clients may qualify for. Credits are offered for a number of different things, including dependent family members, work-related expenses, qualifying elderly or disabled persons, and more. We'll talk about who qualifies for these, and how to calculate them.
This course will satisfy the required 2 hours of Ethics for Tax Preparers and will cover the basic concepts of ethics, the different types of professional ethics, terms that will be used when referencing ethics, ethical duties of tax preparers, unethical tax actions and their consequences, and what a sample code of professional responsibility for tax preparers looks like.
This course will cover the Internal Revenue Service's Personal Exemptions and Dependents. We will cover the two different types of exemptions, personal and dependents, as well as deductions, and cover IRS suggested interview tips for tax preparers.