SCHEDULE
CONGRATULATIONS!
Welcome to your new exciting journey into income tax preparation. Our classes consist of a flexible schedule of hands-on intensive classroom and web-based training. TAXMATCH University simplifies IRS regulations by using real-life client interactions, incorporating marketing education, and mentorship from seasoned tax professionals.
Each block consists of an 8-week session, the cost is $99. Once we receive your tuition payment, you will receive your introductory class materials and login to the training portal.
November 17th, 2020 - January 7th, 2021
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INCOME TAX PREP 101/ CLIENT FILE DEVELOPMENT
Tuesday, November 17, 2020 TRAINING VIDEO
So You Wanna be a Tax Preparer? An IRS Tutorial, Clients and More
Wednesday, November 18, 2020 7PM TO 9PM LIVE
Thursday, November 19, 2020 TRAINING VIDEO
Ask the Right Questions! Client File Development-Who, What, When, Where, and Why?
Saturday, November 21, 2020 10AM TO 1PM LIVE
1040 BREAKDOWN
Tuesday, November 24, 2020 TRAINING VIDEO
FORM 1040 Show Me the Money! Taxable Income and Non-Taxable Income Part 1
Wednesday, November 25, 2020 7PM TO 8PM LIVE
Saturday, November 28, 2020 10AM TO 1PM LIVE
1040 BREAKDOWN PART 2
Tuesday, December 1, 2020 TRAINING VIDEO
FORM 1040 Show Me the Money! Taxable Income and Non-Taxable Income Part 2
Wednesday, December 2, 2020 7PM TO 9PM LIVE
Thursday, December 3, 2020 TRAINING VIDEO
FORM 1040 Pay Your Taxes! Withholdings, Tax Tables, and More!
Saturday, December 5, 2020 10AM TO 1PM LIVE
EARNED INCOME CREDIT DUE DILIGENCE AND OTHER CREDITS
Tuesday, December 8, 2020 TRAINING VIDEO
Help Is On The Way! The Big 3 EITC/CTC/AOTC and More! Part 1
Wednesday, December 9, 2020 7PM TO 9PM LIVE
Thursday, December 10, 2020 TRAINING VIDEO
Help Is On The Way! The Big 3 EITC/CTC/AOTC and More! Part 2
Saturday, December 12, 2020 10AM TO 1PM LIVE
SCHEDULE A DEDUCTIONS AND OTHER DEDUCTIONS
Tuesday, December 15, 2020 TRAINING VIDEO
Help Is On The Way! Schedule A and Other Deductions Part 1
Wednesday, December 16, 2020 7PM TO 9PM LIVE
Thursday, December 17, 2020 TRAINING VIDEO
Help Is On The Way! Schedule A and Other Deductions Part 2
Saturday, December 19, 2020 10AM TO 1PM LIVE
MOCK RETURN PREPARATION/BANK PRODUCT TRAINING/FINAL EXAM
Tuesday, January 5, 2021 TRAINING VIDEO
Ready, Set, Prepare! Mock Returns and Bank Product Part 1
Wednesday, January 6, 2021 7PM TO 9PM LIVE Class Review
Thursday, January 7, 2021 TRAINING VIDEO
Ready, Set, Prepare! Mock Returns and Bank Product Part 2
Saturday, January 9, 2021 10AM TO 1PM LIVE Class Review
FINAL EXAM DUE
Friday, January 15, 2021
CALENDAR KEY
- Tuesdays & Thursdays, the lesson of the day will be uploaded on your student portal. It is imperative that you review the lesson before Saturday sessions.
- Office Hours are held on Wednesday afternoons. It is an open door opportunity where students can ask questions. The Zoom link will be sent out every Wednesday.
- Saturdays are LIVE Training sessions from 10 am to 12 pm EST. These Saturdays will be loaded with information, especially as new tax laws are being place. THIS IS AN ELECTION YEAR.