Federal Tax Law Foundations For New Preparers (The Foundation Program)

Duration: 4-Week Program | Level: Beginner to Intermediate | Category: Federal Tax Law CE (6 Hours)

 The foundation program is the starting point for aspiring or newly registered tax preparers Who want to learn the right way the compliant, professional, and profitable way. This course breaks down federal tax law, fundamentals, client, intake, procedures, due diligence Standards, and the step by step tax filing process using real IRS forms and case studies.

• Student students will learn how to:
• Properly set up a PTIN, and compliant tax office brand.
• Conduct accurate client interviews, and verified documentation.
• Complete common federal returns such as W-2, 1099, schedule C.
• Apply IRS due diligence standards such as forms 8867, 8879, and supporting worksheets.
• Build confidence and accuracy, using ethical, audit-proof practices.

Perfect for:

New preparers, aspiring entrepreneurs, or those joining and existing tax firm under the CNS network who needs a strong foundation before advancing to the CEO tear program.