Digital Products
Running a Tax Office can be a daunting task. Learning new processes and procedures and training new staff only adds on this dauntment. That’s why Tax Gaurdian has created a templates and training materials to assist with these tasks.
From training brand new preparers to ensuring your office can handle customer service issues; Tax Guardian ensures your office stays gaurded with all the your neccessities.
Due Diligence Training
Customer Service Emails
Tax Amendment 411
Topics covered:
- Understanding Due Diligence Requirements for Paid Preparers
- Understanding the Implications of not following Due Diligence Requirements
- Recognizing IRS Red Flag Situations
- Promoting Good Interview Techniques
This guide is your go-to playbook for tackling some of those customer service issues that pop up in the office. From how to smooth out those wrinkles, whether it’s a client side-eyeing their unexpected tax bill, getting tangled up in tax law confusion, or just feeling uneasy about their data security; it’s all in here!
This guide will help you navigate the complexities of tax amendments with confidence.
Schedule A MasterClass
Schedule C MasterClass
Bookkeeping for Tax Pros
This training will ensure that your new tax preparers (or as a refresher for current preparers) gain essential knowledge and skills in handling Schedule A forms. Our training is tailored to help you train your staff to understand and accurately apply itemized deductions to your client tax returns.
Our straightfoward training program covers everything you need to train your staff to assist sole proprietors, freelancers, and independant contractors in accurately reporting their business income and expenses.
Tax Pros always need extra income avenues; Bookkeeping can be one.
Purchase Includes:
- 3 Module Bookkeeping Masterclass Presentation w/ Check Your Learning Quiz
- Bookkeeping Intake Questionnaire
- Small Business Budget Planner
- Product Based Business Planner
- Bookkeping Agreement & Engagement Letter
- Bookkeeping ACH Agreement
- Confidentiality Agreement
- Opt-In for Portfolio & Testimonials
Tax Preparer Training A-Z
Intro to S-Corps
All About the 1040
Train Your New Preparers A-Z!
Purchase Includes:
- Instructor Manual – 10 modules
- Student Textbook
- Course Completion Certificate Template
Our S-Corp training teaches how to accurately prepare and file S-Corp tax returns.
Topics Covered:
- EITC DUE DILIGENCE AND WHAT IT MEANS FOR SELF EMPLOYED TAXPAYERS
- RED FLAG SITUATIONS
- INTERVIEW TECHNIQUES
- RECONSTRUCTION OF INCOME AND EXPENSES
- RECORDKEEPING FOR TAXPAYER & TAX PRO
- SCENARIOS
Deductions and Credits
Bank Product Training
Tax Pro Marketing
With our Deductions and Credit training; You’ll learn all about tax credits and deductions and how to get the best results for people you help with their taxes.
We cover both simple and complex tax situations using real-life examples, making sure you understand how to handle differentcases smartly and legally.
Plus, we dive into the important rules and ethics to keep in mind as a tax preparer.
This course is perfect for anyone looking to sharpen their tax prep abilities or kick start their journey in the tax profession.
Get ready to tackle tax season like a pro!
Learn or teach Banking Products. Bank products give tax preparers a wider variety of options to recieve Prep fees and can allow client Prep fees to be paid directly from their refund.
Marketing as a new preparer (and seasoned preparer) can be one of the most difficult tasks in building a tax office. We’ve put together a set of proven tools to assit with marketing for your tax office.
Includes:
- Marketing Planners
- Pre-written Marketing Emails
- Canva Crash Course
- Flyer Templates
- Vendor List for marketing supplies
- Marketing Planners
- AND MORE!