INTERMEDIATE AND ADVANCED TRAINING COURSE

The Beginner to Intermediate Program at Tax Legend Academy is designed to take motivated individuals from a basic understanding of taxes to a confident, income-earning tax professional. Whether you’re brand new to the industry or have dabbled in tax preparation before, this course equips you with the knowledge, tools, and real-world strategies to serve clients, stay compliant, and build a thriving tax business.

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INTERMEDIATE AND ADVANCED TRAINING COURSE

Course content

18 sections | 206 lessons

Introduction

Module 1: Tax Education

Module 2: Tax Education-Understanding the Most Commonly used IRS Forms

Module 3: Tax Education-Introduction to Self-Employment Taxation

Module 4: Tax Education-Depreciation

Module 5: Tax Legend Pro 6 Step - Ready Start Guide

Module 6: Software Training Videos

Module 7: Income Goals, Important Contacts, and Suggested Fees

Module 8: Marketing

Module 9: How to Schedule Appointments

Module 10: Customer Service, SOP, and Office Processes

Module 11: Client Intake Process Tax Professionals Interview Process

Module 12 A : BEGINNER TAX LEGEND ACADEMY - CLASS RECORDINGS

Module 12 B : INTERMEDIATE & ADVANCED TAX LEGEND ACADEMY CLASS RECORDINGS

Module 13: How to issue a client Refund Check and Client Follow Up

Module 14: What is a WISP Plan

Module 15: LIVE Trainings - By Date

Module 17: LEGENDARY CONNECT CRM (GHL)

INTERMEDIATE AND ADVANCED TRAINING COURSE

Introduction11 Lessons

Introduction

Module 1: Tax Education37 Lessons

Module 1: Tax Education

Module 2: Tax Education-Understanding the Most Commonly used IRS Forms 42 Lessons

Module 2: Tax Education-Understanding the Most Commonly used IRS Forms

Module 3: Tax Education-Introduction to Self-Employment Taxation15 Lessons

Module 3: Tax Education-Introduction to Self-Employment Taxation

Module 4: Tax Education-Depreciation10 Lessons

Module 4: Tax Education-Depreciation

Module 5: Tax Legend Pro 6 Step - Ready Start Guide7 Lessons

Module 5: Tax Legend Pro 6 Step - Ready Start Guide

Module 6: Software Training Videos7 Lessons

Module 6: Software Training Videos

Module 7: Income Goals, Important Contacts, and Suggested Fees3 Lessons

Module 7: Income Goals, Important Contacts, and Suggested Fees

Module 8: Marketing21 Lessons

Module 8: Marketing

Module 9: How to Schedule Appointments3 Lessons

Module 9: How to Schedule Appointments

Module 10: Customer Service, SOP, and Office Processes14 Lessons

Module 10: Customer Service, SOP, and Office Processes

Module 11: Client Intake Process Tax Professionals Interview Process6 Lessons

Module 11: Client Intake Process Tax Professionals Interview Process

Module 12 A : BEGINNER TAX LEGEND ACADEMY - CLASS RECORDINGS 17 Lessons

Module 12 A : BEGINNER TAX LEGEND ACADEMY - CLASS RECORDINGS

Module 12 B : INTERMEDIATE & ADVANCED TAX LEGEND ACADEMY CLASS RECORDINGS5 Lessons

Module 12 B : INTERMEDIATE & ADVANCED TAX LEGEND ACADEMY CLASS RECORDINGS

Module 13: How to issue a client Refund Check and Client Follow Up3 Lessons

Module 13: How to issue a client Refund Check and Client Follow Up

Module 14: What is a WISP Plan1 Lessons

Module 14: What is a WISP Plan

Module 15: LIVE Trainings - By Date1 Lessons

Module 15: LIVE Trainings - By Date

Module 17: LEGENDARY CONNECT CRM (GHL)3 Lessons

Module 17: LEGENDARY CONNECT CRM (GHL)