Course curriculum

  • 1

    Chapter 1: Cash Back Recorded Monthly Meetings & Trainings

    • March 6th Social Media and Marketing

    • Dec 20, 2024 Due Diligence with Test requirements 2024/2025

    • Dec 12, 2024 Tax Changes/Updates for 2025

    • Nov 21, 2024 Tax Scenerios

    • November 14, 2024 New Recruit Training

    • Oct 30, 2024 Product Training

    • Oct 17, 2024 Small Business Part 2

    • Oct 3, 2024 - Small Business Training Part 1

    • Sept 19, 2024 Getting Ready For Tax Season

    • September 5, 2024 Training: Dependent, HOH & EIC Regulation Updates

    • Stay Trained To Go (Audit) 2/1/2024

    • System Training 12-21-23

    • Meet & Greet Orientation Nov 23

    • EFIN Meeting October 2023

    • Processing Your Client Oct 2023

    • September 2023 Monthly Training

    • August 2023 Monthly Training

    • May 2023 Monthly Meeting

    • April 2023 Monthly Meeting Training

    • March 2023 Monthly Training

    • February 2023 Monthly Training

    • Updates for 2023 Tax Year 12/8/22

    • Orientation and Product Training 12/1/2022 Meeting

    • Schedule C Training 11-3-22

    • Proc client & system training 10-27-22

    • How to Build A Six Figure Tax Business 9/22/22

    • Setting Up Your Business "the actual meeting" #2

    • Meet & Greet Orientation Meeting #1
  • 2

    Chapter 2: Our Mentorship Program

    • About Cash Back and our Mentorship Program

    • Mentorship/ Independent Partnership Agreement

    • Recruiting
  • 3

    Chapter 3: Setting Up Your Tax Business

    • Setting Up Your Tax Business

    • How To Apply For An EIN Number From IRS

    • How To Register A LLC
  • 4

    Chapter 5: Available Tools

    • Tools Available

    • Cognito Forms And Templates

    • What Is The FAQ Sheet

    • Funded/Unfunded And Payroll

    • Taxes To Go

    • How to Fill Out the W4 Form
  • 5

    Chapter 6: Completing A Tax Return and Forms

    • Basic Tax Return Tutorial

    • Schedule C Tutorial

    • Shortcut Tutorial

    • How To Read A Printed Return

    • Due Diligence & EIC Checklist

    • 1099 Forms Tutorial

    • Form 7202 Covid Tax Credits

    • Form 2441 Child & Dependent Care Form

    • How To Claim Day Care Credit And Not Claim Dependent

    • Form 1098T Education Credits

    • How To Scan In Documents And Make Notes

    • MUST HAVE'S IN YOUR CLIENT'S FILE
  • 6

    Chapter 7: Social Media Tools, Marketing & Advertisement Templates

    • Poster My Wall

    • Poster My Wall Templates

    • Scheduling Social Media Post

    • Educational & Informational Post

    • Motivational Quotes

    • Social Media Post Examples

    • TPG Social Media Links

  • 7

    Chapter 8: Making Sure Your Client Gets Paid So You Get Paid (Defense)

    • Unfunded Defense

    • Completing Form 8821

    • Dealing With IP PIN
  • 8

    Chapter 9: State Tax Credit & Deductions

    • North Carolina

  • 9

    Chapter 10: Practice Demo Accounts

    • Scenario #1

    • Scenario 2

    • Scenario 3

    • Scenario 4

    • Scenario 5

    • Scenario 1 Document

    • Scenario 2 Document

    • Scenario 3 Document

    • Scenario 4 Document

    • Scenario 5 Document