Course curriculum

  • 1

    Welcome!

    • Welcome to the New Tax Season!

    • Speed Up Videos

    • Ready to Get Started ASAP? Get Your AffordaTax Software Access
  • 2

    What's Included in Your Biz-in-a-Box?

    • Course 1 - 2025 PTIN-Partner Operations, Systems & Strategies Training Course

    • Course 2 - Mastering the Tax Software

    • Course 3 - IRS-Approved Tax Training Continuing Education

    • Bonus Course #1 - The Proper Way to Structure Your LLC

    • Bonus Course #2 - 10x Marketing & Client Growth Strategies
  • 3

    Who is AffordaTax & How Can We Help You?

    • Video: Who Is AffordaTax Biz-in-a-Box?

    • Video: Are You a Good Fit for AffordaTax Biz-in-a-Box?

    • Let's Talk Money - Tax Software Embedded Fees

    • New Additions to Your Biz-in-a-Box This Year

    • Are You Required to Have a Background Check?

    • Video: Explanation of Background Check
  • 4

    How Do You Receive Your Compensation?

    • How You Will Receive Compensation

    • Compliance = Timely Pay
  • 5

    Do You Need a Website?

    • Video: Explanation for Personalized Website Page Form

    • Form: Order Personalized Website Page
  • 6

    Do You Have Your PTIN?

    • Video: Requirements for Your PTIN

    • Steps to Register or Renew Your PTIN

    • You Won't Be Able to Transmit Until PTIN Has Been Renewed for Current Year
  • 7

    Do You Need to Know More About How to Do Taxes & Get CE Hours?

    • An Update Regarding the Next Video

    • Video - Taxation Training for Continuing Education Hours
  • 8

    Do You Need to Work Out of Our Tax Office?

    • Workspace at a Discount for Atlanta Tax Preparers

    • Coupon Codes

    • Seasonal...No Commitment!

    • Let Us Know If You're in Atlanta!
  • 9

    Do You Need to Learn the Tax Software (TaxSlayer Pro)?

    • Tax Software How-To Courses

  • 10

    Request Your Tax Software Login

    • Form: Request Your Tax Software Login

    • Video: Explanation for Ordering Supplies
  • 11

    Do You Want to Know More About Marketing, Acquiring Clients & Asking for the Sale?

    • Canva Marketing Templates for Postcards and Business Cards

    • Download Vacation Vouchers & Access "Call to Action" Voicemail

    • Video: AffordaTax Marketing Formula for Success

    • Video: Turning Referrals into Appointments

    • Video: Create Your List: Memory Jogger Bingo Preface

    • Video: Create Your List: Memory Jogger Game

    • Bonus Marketing Content
  • 12

    Do You Need Ideas on Pricing Your Fees & Providing Quality Customer Service?

    • Video: Customer Service

    • Video: Pricing With Confidence

    • Rescue Your Fees for Unfunded Returns
  • 13

    Internal Procedures (Compliance, Cash Advances, E-Sign & Intake Form)

    • Speed Up Videos

    • Full Disclosure About Bank Products & Cash Advances

    • Video: Bank Products/Taxpayer Fast Cash Advance Training

    • Video: Compliance - Fast Cash Advance - Using Custom Fees to Select Pre/Post Ack Marketing Fees

    • Answers to Compliance Test in Next Lesson

    • Compliance Test for Bank Product/Fast Cash Advance

    • Video: Compliance - How to Use the Client Intake Form

    • Video: Compliance - How to Upload & View Tax Docs in Software

    • Video: Compliance - How to Capture Signatures in Tax Software

    • Video: Compliance -Explanation of the Compliance Spreadsheet

    • An Update to the Next Video

    • Video: Common Fraud Scenarios
  • 14

    What's Next

    • Video: What's Next ...
  • 15

    Congratulations

    • Your Certificate