This 24-hour course is a great refresher for enrolled agents, and will satisfy the ethics requirement as you complete one-third of your CE requirements. In this course, we'll cover important topics like the requirements for filing status; what qualifies as gross income and must be included on a tax return; how to make the appropriate income adjustments for clients; specific schedules that client may require; and an updated discussion of the credits available to taxpayers.
We'll conclude the course with an Ethics class specifically for tax preparers. This class will examine the definition of ethics, pivotal terms used in that discussion, and the taxpayer bill of rights.
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 16-hour course will meet the yearly minimum for enrolled agents to work towards their 72-hour requirement (every three years).
In the course, we will cover essential topics for tax preparers, including:
These classes will keep you sharp in your practice, and help you make progress toward your continuing education requirement!