📚 Training Program Disclaimer – Tax Legend Pro

📣 Welcome to Tax Legend Pro

Recording - Welcome & Onboarding Call

Tax Legend Class -QUIZZES 1 & 2

Tax Legend Class -QUIZ 3

Tax Legend Class - QUIZ 4

Tax Legend Class - QUIZ 5

Tax Legend Class - QUIZ 6

Tax Legend Class - QUIZ 7

Tax Legend Class - QUIZ 8

📚 Tax Education - What is Circular 230?

📚Ethics and Professional Standards for Tax Professionals

📚Filing Status and IRS Required Documentation

⭐Overview of the Tax System

⭐Taxpayer Information and Filing Status

📄 Taxpayer Information and Filing - Income and Adjustments

📄 Standard Deduction vs. Itemized Deductions

📊 2025 Tax Brackets & Standard Deductions

📚 Tax Software and Technology (2025 Guide)

📚Practice Scenarios and Case Studies

💡💰Tax Deductions Made Simple

🗂️Record Keeping and How to Prepare for an IRS Audit

📑IRS Required Documentation for Income, EITC, Child Tax Credit, and Additional Child Tax Credit

📑IRS Required Documentation When Filing 1099-NEC, Self-Employed, or Business Income

👶Earned Income Tax Credit (EITC)

👶Child Tax Credit (CTC)

👶Additional Child Tax Credit

🏠Household Employees Wages

📜Tax Exemptions: A Simple Guide

💰Payment Plan and Installment Agreement

💡 Tax Deductions: A Simple Guide

📅 Tax Filing Deadline: Everything You Need to Know

🗓️ Tax Extensions: What You Need to Know

💡 Itemized Deductions: What You Need to Know

💡 Capital Gains: Understanding Profit from Investments

💡 Ordinary Gains: Understanding Your Everyday Income

💡 Alternative Minimum Tax (AMT): What You Need to Know

⚠️ Deadline Filing Penalties: What You Should Know

💰 Understanding FICA: What You Need to Know

💡 Understanding Roth IRAs: Key Points to Know

💡 Understanding Traditional IRAs: Key Points to Know

🚨 Understanding Tax Evasion: Key Points You Should Know

💼 Understanding Tax Avoidance: A Legal and Smart Approach to Taxes

🏠 How to Report Rental Property Income on Your Tax Return

📚 Educators Tax Credit: What You Need to Know

📊 Estimate Tax Payments: What You Need to Know

💰How to Make Quarterly Tax Payments

📝 Different Types of IRS 1040 Forms

📝 What is Form 1040X?

📝 What are W-2 and W-4 Forms?

📝 What is a W-2G Form?

📝 What is a W-2PR Form?

📝 What is a 1040-ES Form?

📝 What is a 2106 Employee Business Expense Form?

🧸 What is a 2441 Dependent Care Form?

📝 What is a Schedule A Form?

📝 What is a Schedule B Form?

📝 What is a Schedule C Form?

📝 What is a Schedule D Form?

📝 What is a Schedule E Form?

📝 What is a Schedule F Form?

📝 What is a Schedule H Form?

📝 What is a Schedule K Form?

📝 What is Form 8862?

📝 What is Form 8812?

📝 What is Form 8863?

📝 What is Form 8879?

📝 What is Form 8867?

📝 What is Form 8949?

📝 What is the EIC (Earned Income Credit) Checklist for IRS?

📝 What is Form 1095-A?

📝 What is Form 1098-E?

📝 What is a Form 1098-T?

📝 What is a Form 1098?

🏡What is a 1099-C Form?

💡 What is a 1099-SSA Form?

💸 What is a 1099-INT Form?

💼 What is a 1099-G Form?

💼 What is a 1099-NEC Form?

💰 What is a 1099-MISC Form?

📑 What is a 1099-DIV Form?

💳 What is a 1099-K Form?

📄 What is a 4852 Form?

📅 What is a 4868 Form?

🏡 What is Form 5405?

🌱 What is Form 5695?

💳 What is Form 9465?

📄 What is Form 941?

💡 What is the Difference Between State Income Tax and Federal Income Tax?

💼 Introduction to Self-Employment Taxation

💼 Self-Employment Tax Basics

💼 Self-Employment Income: What You Need to Know

📑 Self-Employment Tax Forms and Filing Requirements: A Simple Guide

💼 Special Considerations for Self-Employed Individuals: Tax Tips and Strategies

📊 Common Self-Employment Tax Issues and Pitfalls

📉 Self-Employment Business Loss: How to Report It on Your Tax Return

📊 Self-Employment Reconstruction of Income and Expenses

📑 Self-Employment Without Income and Expense Documentation: How to File Your Tax Return

📑 Self-Employment Required Documentation

📊 Recent Developments and Changes in Self-Employment Tax Law

🚗 Self-Employment Business Mileage

📑2024TaxDeductionCheatSheet

📚 Case Studies and Practical Examples of Self-Employment Tax Concepts

📘 Conclusion and Recap: Key Takeaways on Self-Employment Tax

✨ Introduction to Depreciation

📚 Methods of Depreciation (Made Easy)

📊 Depreciable Basis and Useful Life

📉 Depreciation Calculation Made Easy

📉 Depreciation Recapture: What You Need to Know

📈 Bonus Depreciation and Section 179 Deduction

📚MACRS Depreciation Tables Made Easy

🏠 Depreciation for Real Estate

📑 Depreciation and Tax Compliance

📉 Depreciation Strategies and Planning

📢 Important: Your Onboarding Steps for Tax Legend Software Support

📋 Account Setup Instructions

📄 Electronic Filing Identification Number (EFIN) Guide

✅ How to Apply for an EIN (Optional, But Often Required)

How to Apply for an LLC (Optional)

📋 How to Obtain Your PTIN (Preparer Tax Identification Number)

Step 7: How Register for Training for our "Live Business Mastery Training" on Zoom

How to Start New Tax Return in the Software

How to File a W2’s in the Software

How to complete EIC Checklist in the Software

How to E-File a Return in the Software

How to file a Schedule C in the Software

How to Navigate through the Software

⚠️ Tax Slayer Error Codes: Common Issues & Fixes

📈 Income Goals for Tax Season

📞 Important IRS Numbers

💵 Suggested Tax Preparation Fees

📆 Understanding the Different Tax Marketing Seasons

💵How to Become a Successful Tax Professional with a Low Investment

📌 How to Create a Target Audience for Your Tax Business

🚀 Effective Marketing Strategies for Business Growth

📢 How to Effectively Market Your Tax Business Using Yard Signs

📢 How to Market Your Tax Business Using Flyers

📋 How to Set Appointments Offline Using the Magnetic Business Flyer Script

📣 How to Market Your Tax Business on Social Media

📣 What Message Do You Want to Send to Your Audience With Social Media

Marketing?

📲 Why Social Media Marketing Matters for Tax Professionals

📣 How to Introduce Your Tax Business to Family and Friends

🚀 How to Brand Yourself on Social Media (for Tax Pros)

📲 What Should I Post on Social Media? (For Tax Professionals)

📅 What is an Effective Social Media Posting Schedule?

📢 How to Effectively Introduce Yourself to Clients on Social Media

📲 Social Media Tools to Help You Become More Efficient

🚀 How to Run Ads on Social Media to Grow Your Business

📢 How to Gain Clients Through "Shout Out" Ads

🌱 How to Gain Clients Through "Tap Rooting"

📱 Social Media Helpful Tips for Growing Your Business

🌱Checklist: How to Market Your Business in a Facebook Group

📞📋 How to Schedule Client Appointments (Telephone Script)

💻📅 How to Schedule and Host a Virtual Client Appointment

📋 How to Answer Common Client Questions (with Examples) (Always ask to set up an appointment after answering a question!)

✅ Why You Need SOPs (Standard Operating Procedures) in Your Tax Offic

🛠️ How to Build Good Systems and Processes in Your Tax Business

🌐 How to Look Professional Online as a Tax Pro

💰 How to Tell Your Clients About Tax Prep Fees

💛 How to Be Super Awesome with Your Tax Clients

✅ Why You Need an Online Tax Process Checklist

🧾 Why Creating an Online Process Is Super Important

🧾 3 Easy Steps for the Tax Preparer After the Interview

📋 Why Collecting Client Data Forms Is Important

📌 Why This is Important When helping someone who has a W2 job

📌Why This is Important When helping someone who has their own business

📌 Why This is Important A Compliance Folder helps you keep everything organized

📌 Why This is Important This training is designed to help you understand your role

at (your tax office name goes here)

🔍 The Importance of Client Due Diligence and Document Collection

📝 The Importance of Client Forms in Tax Preparation

📋 Why It’s Important to Ask Proper Interview Questions Before Filing a Client’s Tax Return

📋 Client Interview Questions: Why They Matter and How to Do It Right

📋 How to Create an Effective Client Intake Process and Know the Required Documents

🔁 Top 10 Client Rebuttals to Keep Them Filing with Your Tax Office

💰 Tips for Issuing Clients a Refund Check

📈 Tips and Strategies for Effective Client Follow-Up

📞 Tips on Staying Connected with Clients During In-Season and Off-Season

📌 Why This is Important -WISP Plan

LIVE Training - September 3rd - Social Media/Marketing

LIVE Training - September 5th - Social Media/Marketing

LIVE Training - September 10th - Scheduling Appointments

LIVE Training - September 12th - Client Intake Process Tax Professionals Interview Process/ Special Guest : Hernandez, Yenny w/Latino Tax Pros

LIVE Training - September 19th

LIVE Training - September 24th

LIVE Training - September 26th

LIVE Training - October 1st

LIVE Training - October 3rd

TLA DAY 1- ONBOARDING, CERTIFICATION, & CONTINUING ED

What do I need for Pop-Up Training?

Social Media Recording

Phone Script/Customer Service Recording

Outside Marketing/Real Life Scenarios Recording

Standard Operating Procedures/Due Diligence Recording

What is a CRM?

How to Schedule a Demo of the CRM?

🚀 Plan Options to Get Started

Purpose of Calls and Registration Link