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Taveras Multi-Services
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Beginner Tax Course
10 Lessons
Lesson 1: Introduction to Tax Preparation
Lesson 2: Tax Preparer Responsibilities & Ethics
Lesson 3: Client Intake and Documentation
Lesson 4: Income Types and Reporting
Lesson 5: Adjustments, Deductions, and Credits
Lesson 6: Tax Software Training – TaxSlayer Edition
Lesson 7: E-Filing and Recordkeeping
Lesson 8: Dealing with IRS Notices
Lesson 9: Customer Interaction Best Practices
Lesson 10: Annual Tax Law Updates
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Beginner Tax Course

Lesson 9: Customer Interaction Best Practices

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Taveras Multi-Services

Location

Ossining, NY, 10562

Contact

estephanyceo@taverasfinancialpros.com
(845) 675-6017