ROAD TO SUCCESSFUL TAX SEASON POWERPOINT

The Tax Pro University Business Mastery Course

📚Introduction

📚 Training Program Disclaimer – The Tax Pro University - ERO Software Support
📣 Welcome to The Tax Pro University - ERO Software Support!

The Tax Pro University 7 Step Start-up Guide

📢 Important: Your Onboarding Steps for ERO Software Support
📋 Account Setup Instructions
📄 Electronic Filing Identification Number (EFIN) Guide
✅ How to Apply for an EIN (Optional, But Often Required)
📢How to Apply for an LLC (Optional)
📋 How to Obtain Your PTIN (Preparer Tax Identification Number)
Step 7: How Register for Training for our "Live Business Mastery Training" on Zoom
Recording - Onboarding Call

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

📈 Income Goals for Tax Season
📞 Important IRS Numbers
💵 Suggested Tax Preparation Fees

Module 2: Marketing

📆 Understanding the Different Tax Marketing Seasons
💵How to Become a Successful Tax Professional with a Low Investment
📌 How to Create a Target Audience for Your Tax Business
🚀 Effective Marketing Strategies for Business Growth
📢 How to Effectively Market Your Tax Business Using Yard Signs
📢 How to Market Your Tax Business Using Flyers
📋 How to Set Appointments Offline Using 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?
📲 Why Social Media Marketing Matters for Tax Professionals
📣 How to Introduce Your Tax Business to Family and Friends
🚀 How to Brand Yourself on Social Media (for Tax Pros)
📲 What Should I Post on Social Media? (For Tax Professionals)
📅 What is an Effective Social Media Posting Schedule?
📢 How to Effectively Introduce Yourself to Clients on Social Media
📲 Social Media Tools to Help You Become More Efficient
🚀 How to Run Ads on Social Media to Grow Your Business
📢 How to Gain Clients Through "Shout Out" Ads
🌱 How to Gain Clients Through "Tap Rooting"
📱 Social Media Helpful Tips for Growing Your Business
🌱Checklist: How to Market Your Business in a Facebook Group

Module 3: How to Schedule Appointments

📞📋 How to Schedule Client Appointments (Telephone Script)
💻📅 How to Schedule and Host a Virtual Client Appointment
📋 How to Answer Common Client Questions (with Examples) (Always ask to set up an appointment after answering a question!)

Module 4: Client Intake Process Tax Professionals Interview Process

🔍 The Importance of Client Due Diligence and Document Collection
📝 The Importance of Client Forms in Tax Preparation
📋 Why It’s Important to Ask Proper Interview Questions Before Filing a Client’s Tax Return
📋 Client Interview Questions: Why They Matter and How to Do It Right
📋 How to Create an Effective Client Intake Process and Know the Required Documents
🔁 Top 10 Client Rebuttals to Keep Them Filing with Your Tax Office

Module 5: Tax Education

📚 Tax Education - What is Circular 230?
📚Filing Status and IRS Required Documentation
⭐Overview of the Tax System
⭐Taxpayer Information and Filing Status
📄 Taxpayer Information and Filing - Income and Adjustments
📄 Standard Deduction vs. Itemized Deductions
📊 2025 Tax Brackets & Standard Deductions
📚 Tax Software and Technology (2025 Guide)
📚Ethics and Professional Standards for Tax Professionals
📚Practice Scenarios and Case Studies
💡💰Tax Deductions Made Simple
🗂️Record Keeping and How to Prepare for an IRS Audit
📑IRS Required Documentation for Income, EITC, Child Tax Credit, and Additional Child Tax Credit
📑IRS Required Documentation When Filing 1099-NEC, Self-Employed, or Business Income
💰How to Make Quarterly Tax Payments
👶Earned Income Tax Credit (EITC)
👶Child Tax Credit (CTC)
👶Additional Child Tax Credit
🏠Household Employees Wages
💰Payment Plan and Installment Agreement
📜Tax Exemptions: A Simple Guide
💡 Tax Deductions: A Simple Guide
📅 Tax Filing Deadline: Everything You Need to Know
🗓️ Tax Extensions: What You Need to Know
💡 Itemized Deductions: What You Need to Know
💡 Capital Gains: Understanding Profit from Investments
💡 Ordinary Gains: Understanding Your Everyday Income
💡 Alternative Minimum Tax (AMT): What You Need to Know
⚠️ Deadline Filing Penalties: What You Should Know
💰 Understanding FICA: What You Need to Know
💡 Understanding Roth IRAs: Key Points to Know
💡 Understanding Traditional IRAs: Key Points to Know
🚨 Understanding Tax Evasion: Key Points You Should Know
💼 Understanding Tax Avoidance: A Legal and Smart Approach to Taxes
🏠 How to Report Rental Property Income on Your Tax Return
📚 Educators Tax Credit: What You Need to Know
📊 Estimate Tax Payments: What You Need to Know

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

📝 Different Types of IRS 1040 Forms
📝 What is Form 1040X?
📝 What are W-2 and W-4 Forms?
📝 What is a W-2G 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 a 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 Form 8862?
📝 What is Form 8863?
📝 What is Form 8812?
📝 What is Form 8879?
📝 What is Form 8867?
📝 What is Form 8949?
📝 What is the EIC (Earned Income Credit) Checklist for IRS?
📝 What is Form 1095-A?
📝 What is Form 1098-E?
📝 What is a Form 1098-T?
🏡 What is a Form 1098?
🏡What is a 1099-C Form?
💡 What is a 1099-SSA Form?
💸 What is a 1099-INT Form?
💼 What is a 1099-G Form?
💼 What is a 1099-NEC Form?
💰 What is a 1099-MISC Form?
📑 What is a 1099-DIV Form?
💳 What is a 1099-K Form?
📄 What is a 4852 Form?
📅 What is a 4868 Form?
🏡 What is Form 5405?
🌱 What is Form 5695?
💳 What is Form 9465?
📄 What is Form 941?
💡 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: What You Need to Know
📑 Self-Employment Tax Forms and Filing Requirements: A Simple Guide
💼 Special Considerations for Self-Employed Individuals: Tax Tips and Strategies
📊 Common Self-Employment Tax Issues and Pitfalls
📊 Self-Employment Reconstruction of Income and Expenses
📉 Self-Employment Business Loss: How to Report It on Your Tax Return
📑 Self-Employment Without Income and Expense Documentation: How to File Your Tax Return
📊 Recent Developments and Changes in Self-Employment Tax Law
📑 Self-Employment Required Documentation
🚗 Self-Employment Business Mileage
📑2024TaxDeductionCheatSheet
📚 Case Studies and Practical Examples of Self-Employment Tax Concepts
📘 Conclusion and Recap: Key Takeaways on Self-Employment Tax

Module 8: Tax Education-Depreciation

✨ Introduction to Depreciation
📚 Methods of Depreciation (Made Easy)
📊 Depreciable Basis and Useful Life
📉 Depreciation Calculation Made Easy
📉 Depreciation Recapture: What You Need to Know
📈 Bonus Depreciation and Section 179 Deduction
📚MACRS Depreciation Tables Made Easy
🏠 Depreciation for Real Estate
📉 Depreciation Strategies and Planning
📑 Depreciation and Tax Compliance

Module 9: Customer Service, SOP, and Office Processes

✅ Why You Need SOPs (Standard Operating Procedures) in Your Tax Office
🛠️ How to Build Good Systems and Processes in Your Tax Business
🌐 How to Look Professional Online as a Tax Pro
💰 How to Tell Your Clients About Tax Prep Fees
💛 How to Be Super Awesome with Your Tax Clients
✅ Why You Need an Online Tax Process Checklist
🧾 Why Creating an Online Process Is Super Important
🧾 3 Easy Steps for the Tax Preparer After the Interview
📋 Why Collecting Client Data Forms Is Important
📌 Why This is Important When helping someone who has a W2 job
📌Why This is Important When helping someone who has their own business
📌 Why This is Important A Compliance Folder helps you keep everything organized
📌 Why This is Important Creating an effective 7 Step Office Success System
📌 Why This is Important This training is designed to help you understand your role at (your tax office name goes here)

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 for Issuing Clients a Refund Check
📈 Tips and Strategies for Effective Client Follow-Up
📞 Tips on Staying Connected with Clients During In-Season and Off-Season

Module 12: What is a WISP Plan

📌 Why This is Important -WISP Plan
New York PTIN
ROAD TO SUCCESSFUL TAX SEASON POWERPOINT

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
⚠️ Tax Slayer Error Codes: Common Issues & Fixes

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
2025 ERO Live Training
How To Master Recruit
The Tax Hour Saturday: Guest Speaker Ambrea Lacy
The Tax Hour Saturday: Guest Speaker Weston Hill
Week Three Ero Support Training
Monthly Team Meeting
Week Four Ero Support Training
The Tax Hour Saturday: Guest Speaker Dr Burgundy Royster
October Week 1 Training
POP UP TRAINING TAX ADVISOR & ASSOCIATES

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

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ROAD TO SUCCESSFUL TAX SEASON POWERPOINT

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