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Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals

 Various
 
8.0
Registration is Open
Member Price
$279.00 Regular Registration
Your Price
$293.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 11/05/2025 from 9:00 am to 5:00 pm
 Fri, 12/05/2025 from 10:00 am to 6:00 pm
 Wed, 12/17/2025 from 9:00 am to 5:00 pm
 Tue, 12/30/2025 from 10:00 am to 6:00 pm
 Thu, 01/08/2026 from 10:00 am to 6:00 pm
 Thu, 01/15/2026 from 10:00 am to 6:00 pm
 Mon, 02/02/2026 from 9:00 am to 5:00 pm
Designed For:

New staff and paraprofessionals who prepare individual returns

Prerequisite:

None

The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Learn complicated issues of filing status and dependency exemptions
  • Learn about Schedules A, B, C, D, E, and SE; Forms 8867, 4797, and 4562; passive rules and more
  • Complete comprehensive problems related to Schedules A, C, and D; QBI, 4797, 6251, and more, all with “filled-in” forms
  • Learn about IRA contributions, self-employed retirement plans, child-care credits, and the adoption tax credit

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.