Become a Professional Tax Preparer
Ready to start your tax preparation business? We offer comprehensive Basic Income Tax Training that’s IRS-Approved CE. With the unparalleled expertise of Dr. Cozette White, a 10X bestselling author, and nationally recognized tax strategist, our course stands out. Dr. White brings over 30 years of tax experience and a dynamic teaching style that makes learning engaging and effective
Why Choose Our Course?
Our Basic Income Tax course is crafted to help you become a professional tax preparer. This comprehensive program, led by Dr. Cozette White, an acclaimed tax strategist and instructor, offers a combination of expert knowledge and practical experience. Our course is IRS-approved for Continuing Education credits, ensuring you receive the education that meets the highest standards.
Course Details
Our Basic Income Tax Training Course is not just any course, it’s a revolution in tax education. Delivered via a virtual classroom over Zoom, it brings the classroom to your home or office, making learning more convenient than ever. The course spans ten weeks. Each week, participants will engage in 1-2 hours of instruction designed to fit even the busiest schedules.
The comprehensive training features a blend of PDF textbook chapters for in-depth study, interactive review questions to reinforce understanding, and exams that challenge and refine your knowledge. All sessions are recorded and available for future viewing to support your learning journey, ensuring you can revisit complex topics at your own pace. While homework is provided weekly to solidify the learning experience, it remains optional, allowing you to tailor the workload to your learning needs.
This program is not just about tax preparation, it’s a comprehensive guide to the world of taxes. It covers the essentials of tax preparation and includes additional training on tax compliance and due diligence, business build-out strategies, marketing and content creation, and offers access to a network of professionals like attorneys and brand strategists. This holistic approach ensures that by the end of the course, you will not just be a tax preparer, but a tax expert, well-prepared to either launch or enhance your career in tax preparation.
Federal - 40 Hours
- Session 1: Welcome & Instructions
- Session 2: Tax Preparation Basics
- Session 3: Ethics and Compliance
- Session 4: Who Must File a Federal Income Tax Return?
- Session 5: Various Taxes
- Session 6: Various Tax Forms
- Session 7: When are Returns Due
- Session 8: Filing Status
- Session 9: Exemptions
- Session 10: Income
- Session 11: Interest Income
- Session 12: Dividends
- Session 13: Retirement Income Issues
- Session 14: Early Withdrawal Pension or IRA
- Session 15: Rental Income & Expenses
- Session 16: Farm Income
- Session 17: Hobby Rules
- Session 18: Passive Activity Rules
- Session 19: Miscellaneous Income Sources
- Session 20: Exclusions
- Session 21: Divorce & Property Settlement Issues
- Session 22: Capital Gains & Losses
- Session 23: Self-Employed Trade or Business, Schedule C
- Session 24: Accounting Methods
- Session 25: Accounting Periods
- Session 26: Kiddie Tax Calculations
- Session 27: Adjustments to Income
- Session 28: Schedule A, Itemized Deductions
- Session 29: Alternative Minimum Tax
- Session 30: Tax Credits
- Session 31: Tax Payment Issues
- Session 32: Electronic Filing
- Session 33: Return Assembly and Processing
- Session 34: Correcting Mistakes / Amended Returns
- Session 35: Tax Penalties
Additional Training Features:
- Important Tax Deadline Calendars
- Circular 230 & Ethics Training
- Due Diligence Training
- Business Build-Out + Entity Selection
- Marketing and content creation
- Business Banking Requirements
- EIN Assistance
- PTIN Registration
- EFIN Walkthrough
- W.I.S.P. Requirements
- Tax Software available at a discounted rate**
Investment - $497
What Past Students Are Saying...
Meet Your Instructor
Dr. Cozette M. White is an acclaimed 10X bestselling author, nationally recognized tax and accounting strategist, international speaker, real estate investor, and philanthropist.
Dr. White is My Financial Home Enterprises® award-winning CEO, a certified woman-owned firm providing tax, accounting, and business management services. In 2019, Dr. White founded The Tax Curative Institute® to empower and support tax professionals. The institution is an IRS-approved continuing education (CE) provider for Enrolled Agents, Credentialed Tax Preparers, and Non-Credentialed Tax Preparers, delivering high-quality educational courses coupled with a powerful, easy-to-use learning platform.
Dr. White is the resident Money Matter’s Tax Expert for FOX40. Her excellent media credentials, professionalism, and outgoing personality have allowed her to provide expert advice on tax issues for CBS This Morning, NBC, ABC, and FOX television stations. She has been featured on numerous radio shows, including Radio One and iHeart radio; she’s a recurring voice to millions, making regular appearances in various national media outlets, including Black Enterprise, Forbes, Women of Wealth, Upscale, The Huffington Post, and countless newspapers across the country. Presidents Barack Obama and Joesph Biden awarded Dr. White the Lifetime Achievement Award.
Dr. Cozette M. White has been awarded a Doctorate Degree in Philosophy Letters, a Master of Business Administration, and a Bachelor of Science in Accounting.
Dr. Cozette has been an IRS Tax Practitioner since 1991 and an Electronic Return Originator (ERO) since 2001, and she’s a CTEC Registered Tax Preparer (CRTP).
She is involved in her community and is a member of Alpha Kappa Alpha Sorority, Inc.; she is a member of the National Association of Black Accountants, National Black MBA Association, and past California Ambassador for the Association of Black Tax Professionals, where she provided mentorship and assistance to other tax professionals alongside other state Ambassadors.
Frequently Asked Questions
• The training is taught virtually on Zoom.
• Participants receive lifetime access to all course material.
• We offer a full refund within the first 30 minutes of the first class, no questions asked.
• Yes, successful completion awards a digital certificate from The Tax Curative Institute.
• Yes, contact us for attractive rates for teams.
• Registration is completed online through our website.
- We accept major credit cards, Klarna, Affirm, and Afterpay.
Accreditations and Partnerships
We are proud to be recognized as an IRS-Approved Continuing Education Provider, ensuring that our training meets rigorous standards for tax education.
