Course curriculum

  • 1

    Introduction to Zoom Recordings

    • 11/26/25 Zoom - Welcome Zoom Introduction to AffordaTax and Overview of the Tax Season Timeline

    • 12/1/25 - First Course Overview Operations, Entering a Tax Return in the Software, Compliance Spreadsheet

    • 12/1/25 Zoom - Doing Practice Return - Step by Step

    • 12/17/25 Zoom - IRS Due Diligence Requirements for EIC, CTC AOC Refundable Credits

    • 12/27/25 - Zoom - E&O Insurance, Big Beautiful Bill Info, How to Acquire Tax Clients