Client Interview Questions

The Tax Pro University Business Mastery Course

Introduction

Disclaimer and Expectation of New Partners
Welcome Message

The Tax Pro University 7 Step Start-up Guide

Step 1: Onboarding and Important Contacts
Step 2: How to Set-up Tax Software
Step 3: How to Register for EFIN (Mandatory for all EFIN Holders)
Step 4: How to Apply for an EIN (Optional)
Step 5: How to Apply for an LLC (Optional)
Step 6: Apply for PTIN (Mandatory for all Partners)
Step 7: How Register for Training for our "Live Business Mastery Training" on Zoom
Section Summary
Recording - Onboarding Call

Module 1: Income Goals, Important Contacts, and Suggested Fee’s

What are your Personal Income Goals?
Important IRS Numbers
Suggested Tax Preparation Fee’s

Module 2: Marketing

Understating the different marketing seasons
How to become a successful tax professional with making low investment
How to Create a Target Audience
What marketing strategies are effective
How to market your Tax Business with Yard Sign
How to market your Tax Business with Flyers
How to set appointments offline with the Magnetic Business flyer script
How to market your tax business on Social Media
What Message do you want to Send to your Audience With Social Media Marketing
Effective Social Media Marketing Flyers
How to Introduce your Tax Business to Family and Friends
How to Brand yourself on Social Media
What do I post on Social Media
What is an effective Social Media Posting Schedule
What is a Effective to Introduce yourself to clients on Social Media
What are some Social Media tools to become more Efficient
How to Run Ads on Social Media
How to gain clients through “Shout Out” Ads
How to gain clients through “Tap Rooting”
Social Media Helpful Tips
What are the step to market your business in a Facebook group?

Module 3: How to Schedule Appointments

How to schedule client appointment with Telephone Script
How to schedule client appointment with virtually
How to answer Commonly asked Client Questions

Module 4: Client Intake Process Tax Professionals Interview Process

Importance of Client Due Diligence and Gathering documentation
The Importance of Client Forms
Why it’s important to ask proper interview questions
Client Interview Questions
How to create an effective Client Intake Process and knowing the Required Documents

Module 5: Tax Education

Tax Education-Circular 230
Filing Status and IRS Required Documentation
Overview of the Tax System
Taxpayer Information and Filing Status
Income and Adjustments
Standard Deduction vs. Itemized Deductions
Tax Calculations and Forms
Tax Software and Technology
Ethics and Professional Standards
Practice Scenarios and Case Studies
Tax Deductions
Record Keeping and How to Prepare for a IRS Audit
IRS Required Documentation for Income, EITC, Child Tax Credit, Additional Child Tax Credit
IRS Required Documentation When Filing 1099NEC, Self Employed, or Business Income
How do tax payers make their quarterly tax payment?
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Additional Child Tax Credit
Household Employees Wages
Payment Plan and Install Agreement
Tax Exemptions
Tax Deductions
Tax Filing Deadline
Tax Extensions
Itemized Deductions
Capital Gains
Ordinary Gains
Alternative Minimum Tax
Deadline Filing Penalties
FICA
Roth IRA
Traditional IRA
Tax Evasion
Tax Avoidance
Rental Property Income
Educators Tax Credit
Estimate Tax Payments

Module 6: Tax Education-Understanding the Most Commonly used IRS Forms

What are the different types of 1040 forms?
What is a 1040X form?
What is a W2 and W4 form?
What is a W2-G form?
What is a W-2PR form?
What is a 1040-ES form?
What is a 2441 Dependent care form?
What is a 2106 Employee Business Expense form?
What is Schedule A form?
What is a Schedule B form?
What is a Schedule C form?
What is a Schedule D form?
What is a Schedule E form?
What is a Schedule F form?
What is a Schedule H form?
What is a Schedule K form?
What is a 8862 form?
What is a 8863 form?
What is a 8812 form?
What is a 8879 form?
What is a 8867 form?
What is a 8949 form?
What is a EIC checklist IRS form?
What is a 1095A form?
What is a 1098E form?
What is a 1098T form?
What is a 1098 form?
What is a 1099C form?
What is a 1099-SSA form?
What is 1099INT form?
What is a 1099G form?
What is a 1099NEC form?
What is a 1099MISC form?
What is a 1099DIV form?
What is a 1099k form?
What is a 4852 form?
What is a 4868 form?
What is a 5405 form?
What is a 5695 form?
What is a 9465 form?
What is a 941 form?
What is the difference between state income tax and federal income tax?

Module 7: Tax Education-Introduction to Self-Employment Taxation

Introduction to Self-Employment Taxation
Self-Employment Tax Basics
Self-Employment Income
Self-Employment Tax Forms and Filing Requirements
Special Considerations for Self-Employed Individuals
Common Self-Employment Tax Issues and Pitfalls
Self-Employment Reconstruction of Income and Expenses
Self-Employment Business Loss
Self-Employment without Income and Expense documentation
Recent Developments and Changes in Self-Employment Tax Law
Self-Employment Required Documentation
Self-Employment Business Mileage
2024TaxDeductionCheatSheet
Case Studies and Practical Examples
Conclusion and Recap

Module 8: Tax Education-Depreciation

Introduction to Depreciation
Methods of Depreciation
Depreciable Basis and Useful Life
Depreciation Calculation
Depreciation Recapture
Bonus Depreciation and Section 179 Deduction
MACRS Depreciation Tables
Depreciation for Real Estate
Depreciation Strategies and Planning
Depreciation and Tax Compliance

Module 9: Customer Service, SOP, and Office Processes

How to Create an effective Standard Operating Procedure
How to Create effective System and Process
How to Create an effective Professional Online Presence
How to Create an effective process to Inform Client of Tax Preparation Fee’s
How to Build Great Relationships with clients
How to Create an effective Online Tax Process Check List
How to Create an effective Online Process
How to Create an effective Tax Preparer Process and Script
How to collect the Required Client Data Due Diligence Forms when filing
How to Create an effective Due Diligence process when filing for W2 clients
How to Create an effective Due Diligence process when filing for Self-Employment clients
How to Create an Compliance Folder for to preparer for IRS Audit
How to Create an effective 7 Step Office Success System
OFFICE SOP WORD DOCUMENT

Module 10: Practice Tax Returns

Single Tax Practice Return
Head of Household Practice Tax Return
Married Filing Jointly Practice Tax Returns
Married Filing Separately Tax Returns
LIVE Training - November 5th
LIVE Training - November 7th
LIVE Training - November 12th
LIVE Training - November 14th
LIVE Training - November 19th
LIVE Training - November 21st
LIVE Training - November 26th
LIVE Training - December 9th - Single Tax Returns
LIVE Training - December 10th - HOH Returns
LIVE Training - December 11th - Schedule C
LIVE Training - December 12th
LIVE Training - December 18th - Married Filing Jointly
LIVE Training - December 19th - Schedule C
LIVE Training - December 20th - Married Filing Separately

Module 11: How to issue a client Refund Check and Client Follow Up

Tips when Issuing Clients a Refund Check
Tips and Strategies and for Effective Client Follow-up
Tips on Staying Connect with clients during in-season and off-season

Module 12: What is a WISP Plan

Introduction to WISP Plan
WISP Basics
Key Components of a WISP Plan/Required Elements
WISP Plan Required Elements
WISP Plan Template
Define Objectives & Scope
Identify Qualified Person
Assess Risk
Inventory Hardware
Document Safety Measures
How should I Document Policies?
Implement Your WISP
Signs of a Breach? Follow your WISP
Report a Breach – Activate the WISP!
Report a Breach

Module 13: Software Training Videos

How to Start New Tax Return in the Software
How to File a W2’s in the Software
How to complete EIC Checklist in the Software
How to E-File a Return in the Software
How to file a Schedule C in the Software
How to Navigate through the Software
Refund Advantage Error Codes

Module 14: LIVE Trainings - By Date

LIVE Training - September 3rd - Social Media/Marketing
LIVE Training - September 5th - Social Media/Marketing
LIVE Training - September 10th - Scheduling Appointments
LIVE Training - September 12th - Client Intake Process Tax Professionals Interview Process/ Special Guest : Hernandez, Yenny w/Latino Tax Pros
LIVE Training - September 17th
LIVE Training - September 19th
LIVE Training - September 24th
LIVE Training - September 26th
LIVE Training - October 1st
LIVE Training - October 3rd
LIVE Training - October 8th
LIVE Training - October 10th
LIVE Training - October 15th
LIVE Training - October 17th
LIVE Training - October 22nd
LIVE Training - October 24th
LIVE Training - December 2nd
LIVE Training - December 3rd
LIVE Training - December 4th
LIVE Training - December 5th
LIVE Training - December 29th
LIVE Training - December 30th
LIVE Training - December 31st

Module 15: Pop-Up Trainings

What do I need for Pop-Up Training?
Social Media Recording
Phone Script/Customer Service Recording
Outside Marketing/Real Life Scenarios Recording
Standard Operating Procedures/Due Diligence Recording

Module 16: Lead Pro Giants CRM

What is a CRM?
How to Schedule a Demo of the CRM?
Plan Options to Get Started

Module 17: Motivation Talks

Purpose of Calls and Registration Link

Teach online with

Client Interview Questions

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