C&G Financial SolutionServices

Private

5 members

Free

This classroom is designed to take you from tax beginner to confident tax preparer. Whether you have experience or are starting from ZERO, you’ll have access to training designed to help you understand the tax industry and prepare returns with confidence.

Inside, you’ll learn:

💰 Tax Basics & Terminology

📝 Filing Statuses & Dependents

📄 W-2s, 1099s & Tax Forms

💵 Income, Deductions & Credits

🔎 IRS Due Diligence

💻 Tax Software Training

📋 Building & Reviewing Tax Returns

💬 Client Communication

🚨 Difficult Situations & Escalations

🧠 Practice Questions & Reviews

🎯 Mock Client Training