Tax Preparation Certificate

Earn extra money as a paid tax preparer! You don't have to be an accountant to do a simple tax return. Many people do their own, but in an area where you have a large number of people who don't understand the forms or maybe don't speak English, there is an opportunity to make some extra money during tax season. Under the guidance of our York College Professor Robert Clovey, these tax preparation classes will help you become IRS certified to prepare tax returns for the general public. Upon completion of the certificate you would become eligible to intern with Professor Clovey's annual free community tax preparation program.

Basic Tax Preparation

This is an introductory course in income tax preparation.  We will discuss responsibilities of paid tax preparers.  After completing this course, you will be able to: Prepare a basic 1040 individual federal and state tax return that requires Schedule B (manually and using a professional tax software), E-file tax returns, and complete the Basic IRS certification exam.

Intermediate Tax Preparation

This course is a continuation of the Basic Tax preparation course. You must complete the Basic tax preparation course before registering for this course. After completing this course, you will be able to prepare more complex tax returns. In this course, you will learn how to prepare tax returns that require the following schedules: Schedule A – itemized deductions (usually for taxpayers owning their primary residence). Schedule CEZ limited $5,000 in expenses (self-employed individuals and independent contractors). In addition, you will be able to prepare tax returns for senior citizens receiving social security benefits and or pension income. After completing this course, you will be able to complete the IRS intermediate certification exam.

Advanced Tax Preparation

This course is a continuation of the Intermediate Tax preparation course. You must complete the Intermediate tax preparation course before registering for this course. After completing this course, you will be able to prepare more complex tax returns. In this course, you will learn how to prepare tax returns that require the following schedules: Schedule C – Selfemployed individuals (Expenses can exceed $5,000 and can include depreciation) Schedule D – Capital Gains and losses Schedule E – Income form rental property After completing this course, you will be able to complete the IRS Advanced certification exam.

 

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