Course
This course is designed to equip you with comprehensive financial knowledge and practical tools to take control of your financial future confidently. By the end of the course, you will be able to develop effective budgeting strategies, understand credit management, and implement investment principles tailored to your personal and business goals. Additionally, you will gain insights into navigating financial challenges with a faith-rooted approach, empowering you to make informed decisions that promote long-term financial stability and growth. Whether you are an individual or a small business owner, this course will provide the foundational skills needed to build and sustain wealth in today’s dynamic economic environment.
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Lesson 1: Introduction to Tax Preparation
Start your journey into the world of taxes with this beginner-friendly overview. In Lesson One, you'll learn what tax preparation is, who needs to file, and get familiar with the most common IRS forms like the W-2 and 1040. Perfect for anyone just starting out or thinking about becoming a tax professional.
Start your journey into the world of taxes with this beginner-friendly overview. In Lesson One, you'll learn what tax preparation is, who needs to file, and get familiar with the most common IRS forms like the W-2 and 1040. Perfect for anyone just starting out or thinking about becoming a tax professional.
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Lesson 2: Tax Preparer Responsibilities & Ethics
In this lesson, students will explore the critical duties of a professional tax preparer, including ethical standards, confidentiality, and compliance with IRS due diligence requirements. Learners will gain a clear understanding of what’s expected when preparing returns and how to handle situations where guidance is needed. This foundational knowledge ensures your practice operates with integrity and professionalism from day one.
In this lesson, students will explore the critical duties of a professional tax preparer, including ethical standards, confidentiality, and compliance with IRS due diligence requirements. Learners will gain a clear understanding of what’s expected when preparing returns and how to handle situations where guidance is needed. This foundational knowledge ensures your practice operates with integrity and professionalism from day one.
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Lesson 3: Client Intake and Documentation
This lesson walks you through the proper steps of welcoming new clients and gathering the essential documents needed for accurate tax preparation. You’ll learn how to conduct an effective interview, use an intake checklist, and apply a recordkeeping policy that keeps your office audit-ready. Building trust starts with organized, compliant documentation — and this lesson shows you how.
This lesson walks you through the proper steps of welcoming new clients and gathering the essential documents needed for accurate tax preparation. You’ll learn how to conduct an effective interview, use an intake checklist, and apply a recordkeeping policy that keeps your office audit-ready. Building trust starts with organized, compliant documentation — and this lesson shows you how.
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Lesson 4: Income Types and Reporting
Understanding the different types of income and how to properly report them is a foundational skill for any tax preparer. In this lesson, students will explore common income categories and learn how to accurately input them into the TaxSlayer platform. By the end of this module, you'll know how to handle W-2s, 1099s, self-employment income, and more — ensuring your clients’ returns are filed correctly and efficiently
Understanding the different types of income and how to properly report them is a foundational skill for any tax preparer. In this lesson, students will explore common income categories and learn how to accurately input them into the TaxSlayer platform. By the end of this module, you'll know how to handle W-2s, 1099s, self-employment income, and more — ensuring your clients’ returns are filed correctly and efficiently -
Lesson 5: Adjustments, Deductions, and Credits
This lesson dives into one of the most important areas of tax preparation — lowering your client’s taxable income. You’ll learn the difference between adjustments, deductions, and credits, how to apply them correctly, and how each impacts a tax return. We’ll cover the standard vs. itemized deduction, popular tax credits like EIC and Child Tax Credit, and above-the-line adjustments. This module gives you the tools to maximize refunds ethically and effectively.
This lesson dives into one of the most important areas of tax preparation — lowering your client’s taxable income. You’ll learn the difference between adjustments, deductions, and credits, how to apply them correctly, and how each impacts a tax return. We’ll cover the standard vs. itemized deduction, popular tax credits like EIC and Child Tax Credit, and above-the-line adjustments. This module gives you the tools to maximize refunds ethically and effectively.
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Lesson 6: Tax Software Training – TaxSlayer Edition
In this hands-on lesson, you’ll get familiar with TaxSlayer Pro, the professional tax software used at Taveras Multi-Services. We’ll guide you through setting up a return, navigating the forms, and entering taxpayer data accurately. You’ll also learn essential tips to avoid errors, how to use built-in diagnostics, and how to prepare a return from start to finish. By the end of this module, you'll feel confident handling simple 1040 returns in TaxSlayer.
In this hands-on lesson, you’ll get familiar with TaxSlayer Pro, the professional tax software used at Taveras Multi-Services. We’ll guide you through setting up a return, navigating the forms, and entering taxpayer data accurately. You’ll also learn essential tips to avoid errors, how to use built-in diagnostics, and how to prepare a return from start to finish. By the end of this module, you'll feel confident handling simple 1040 returns in TaxSlayer.
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Lesson 7: E-Filing and Recordkeeping
This lesson teaches you how to securely and accurately submit tax returns electronically using TaxSlayer. You'll also learn how to manage records in compliance with IRS regulations and Taveras Multi-Services’ internal policies. From collecting signatures with Form 8879 to maintaining organized, audit-ready files, you’ll gain a full understanding of the responsibilities of a professional tax preparer after the return is filed.
This lesson teaches you how to securely and accurately submit tax returns electronically using TaxSlayer. You'll also learn how to manage records in compliance with IRS regulations and Taveras Multi-Services’ internal policies. From collecting signatures with Form 8879 to maintaining organized, audit-ready files, you’ll gain a full understanding of the responsibilities of a professional tax preparer after the return is filed.
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Lesson 8: Dealing with IRS Notices
In this lesson, you'll learn how to confidently assist clients who receive IRS notices. From understanding different types of notices to guiding clients through appropriate next steps, you'll gain the communication and analytical skills needed to provide exceptional support during tax issues. You’ll also learn when it’s time to escalate the issue to a supervisor or IRS specialist.
In this lesson, you'll learn how to confidently assist clients who receive IRS notices. From understanding different types of notices to guiding clients through appropriate next steps, you'll gain the communication and analytical skills needed to provide exceptional support during tax issues. You’ll also learn when it’s time to escalate the issue to a supervisor or IRS specialist.
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Lesson 9: Customer Interaction Best Practices
This lesson focuses on building trust, professionalism, and strong communication with your clients. You'll learn how to conduct clear, respectful conversations — even in stressful situations — and how to represent Taveras Multi-Services with integrity. From setting expectations to handling confidential information with care, this module strengthens your client service skills and prepares you to create long-term client relationships.
This lesson focuses on building trust, professionalism, and strong communication with your clients. You'll learn how to conduct clear, respectful conversations — even in stressful situations — and how to represent Taveras Multi-Services with integrity. From setting expectations to handling confidential information with care, this module strengthens your client service skills and prepares you to create long-term client relationships.
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Lesson 10: Annual Tax Law Updates
Tax laws change often — and staying current is key to preparing accurate returns. In this final lesson, you'll learn how to stay updated on annual IRS changes, credits, deduction limits, and compliance rules. You’ll also discover trusted sources for updates and how Taveras Multi-Services communicates important changes each season. Staying informed keeps your knowledge fresh and your clients confident
Tax laws change often — and staying current is key to preparing accurate returns. In this final lesson, you'll learn how to stay updated on annual IRS changes, credits, deduction limits, and compliance rules. You’ll also discover trusted sources for updates and how Taveras Multi-Services communicates important changes each season. Staying informed keeps your knowledge fresh and your clients confident
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Introducing your instructor
Estephany Taveras, CEO of Taveras Multi-Services LLC, brings over five years of specialized tax expertise complemented by a decade of business management experience. As an IRS Enrolled Agent, she possesses the credentials and knowledge necessary to expertly navigate complex tax regulations on behalf of her clients. Under her leadership, Taveras Multi-Services is dedicated to empowering individuals and small business owners nationwide to achieve financial clarity and security through trusted, sophisticated financial guidance.
FAQs
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We handle everything from checking your business name availability and filing your LLC or Corporation paperwork, to obtaining your EIN, creating your Operating Agreement, and guiding you through setting up your business bank account. Our premium packages also include branding, a starter website, and compliance support.
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No. State filing fees vary by state and will be added to your total. We’ll let you know your exact cost before filing so there are no surprises.
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Processing times vary by state. Standard filing can take 1–4 weeks, while rush filing (available for an additional fee) can be completed in as little as 24–48 hours.
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Yes! During our consultation, we’ll discuss your goals and help you decide whether an LLC, Corporation, or another entity type is right for you.
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All our business formation services can be completed virtually, so you can work with us from anywhere in the U.S. But of course if your close to our location you can set up an consultation to come in person.