Course curriculum

  • 1

    Welcome!

    • Welcome to the New Tax Season!

    • Speed Up Videos
  • 2

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

    • Course 1A - Operations, Systems & Strategies Training Course

    • Course 1B - Resources for Recruiting/Hiring Other Tax Preparers - For Affiliate Owners Only

    • 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

    • Do You Want to Recruit/Hire Other Tax Preparers?

    • Video: How to Recruit/Hire Under You

    • Definitions - AI versus AO
  • 4

    What's New This Tax Season?

    • New Additions to Your Biz-in-a-Box This Year
  • 5

    How Do You Receive Your Compensation?

    • How You Get Compensated

    • Your ADP Portal - Direct Deposit Info

    • What Could Delay Your Compensation?

    • Video - Compliance Docs and Pay Process

    • Compliance = Timely Pay

    • How Tax Preparers You Recruit or Hire Get Compensated

    • How to Obtain Your 1099 Forms in January
  • 6

    Select Your Package, Sign Your Contract, Request Your Tax Software

    • An Update Regarding the Next Video

    • Video: Explanation for Contracts, Direct Deposit & Tax Software Login

    • Video: Select Your Package & Decide If You Want to Recruit PTIN-Partners

    • Video: Explanation for Ordering Supplies

    • Form: Request Your Tax Software Login
  • 7

    Do You Need a Website or Branded Tax Software?

    • Video: Explanation for Personalized Website Page Form

    • Form: Order Personalized Website Page

    • Form: Branded Tax Software & Personalized Link Option
  • 8

    Do You Have Your PTIN?

    • Video: Requirements for Your PTIN

    • Steps to Register or Renew Your PTIN

    • You Can't Transmit Your First Return Until PTIN Is Renewed
  • 9

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

    • Update to the Next Video

    • Video - Taxation Training for Continuing Education Hours
  • 10

    Are We Compatible?

    • Background Check
  • 11

    Do You Need to Work Out of Our Tax Office?

    • Workspace at a Discount for Atlanta Tax Preparers

    • Seasonal...No Commitment!

    • Coupon Codes

    • Let Us Know If You're in Atlanta!
  • 12

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

    • Tax Software How-To Courses

  • 13

    Do You Need Help Gettig Your EFIN to Keep More of Your Tax Prep Fee?

    • We're Helping You Get Your EFIN!

    • Get Your Own EFIN ASAP to Keep More of Your Tax Prep Fee!

    • Let's Talk Numbers

    • Don't Be Scared to Apply for Your EFIN...It Won't Put You On the IRS Radar if You're Turned Down

    • Common Misconceptions About Applying for an EFIN

    • Step-By-Step Instructions to Apply for EFIN

    • Form: Upload Your EFIN Letter
  • 14

    Need or Get an Additional/New EFIN?

    • What If My EFIN is Shut Down Mid-Season?

    • What If I Get a New EFIN or Need an Additional EFIN?
  • 15

    Do You Want to Recruit Others to Work Under Your Tax Software?

    • Video: Do You Want Others to Work Under Your Affiliate to Earn Passive Income?

    • Request Your Hiree Personalized Link for FREE - ONLY IF Others Will Be Working Under Your Affiliate

    • Affiliate Owners Portal
  • 16

    Internal Procedures (Compliance, Cash Advances, E-Signatures, 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

    • Activity: Answers to Compliance Test in Next Lesson

    • Onboarding Activity: 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
  • 17

    Optional Enhancements to Purchase

    • Optional Enhancements to Purchase
  • 18

    Do You Want to Know More About Getting Business & 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
  • 19

    Do You Need Ideas on Pricing Your Tax Prep Fees & Providing Good Customer Service?

    • Video: Customer Service

    • Video: Pricing With Confidence

    • Video: Rescue Your Fees for Unfunded Returns
  • 20

    What's Next

    • Video: What's Next ...
  • 21

    Congratulations!

    • Your Certificate