How to Apply for Your PTIN
Private Course
How to Apply for Your PTIN
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Standard Operating Procedure (SOPS)
Private Course
Standard Operating Procedure (SOPS)
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Marketing Mastery for Tax Preparers
Private Course
Marketing Mastery for Tax Preparers
This course, Marketing Mastery for Tax Preparers, is designed to teach tax professionals how to confidently promote their services, attract consistent clients, and build a profitable, long-lasting brand. Whether you're just starting out or looking to grow your existing practice, you'll learn proven marketing strategies that work—from building your online presence to mastering social media, creating referral programs, and setting up simple ad campaigns.
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How to Apply for Your EIN
Private Course
How to Apply for Your EIN
You're one step closer to officially launching your business—congratulations! This course is designed to guide you step-by-step through the process of applying for your Employer Identification Number (EIN)—a key requirement for: ✅ Opening a business bank account ✅ Filing federal and state taxes ✅ Hiring employees ✅ Staying legally compliant
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Obtain an EFIN
Private Course
Obtain an EFIN
Congratulations on taking the next step toward building your tax business! Obtain an EFIN course is designed to walk you through the entire process of securing your Electronic Filing Identification Number (EFIN)—a crucial requirement for becoming an IRS-authorized e-file provider. ✅ Understanding IRS requirements for obtaining an EFIN ✅ Completing the IRS e-Services registration ✅ Submitting your EFIN application ✅ Passing the suitability check ✅ Setting up your tax business for success
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ChatGPT for Beginners
Private Course
ChatGPT for Beginners
Welcome to ChatGPT for Beginners. In this course, you’ll learn how to use AI to write faster, think smarter, and scale your work whether you’re a business owner, VA, or freelancer.
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Understanding Form 1040
Private Course
Understanding Form 1040
Understanding Form 1040
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Tax Pro Diligence Workbook
Private Course
Tax Pro Diligence Workbook
Disclaimer This workbook is intended to provide guidance based on industry best practices and experience. It does not constitute legal or tax advice. Please consult with legal or tax professionals for tailored to your specific situation.
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Guide To Hiring the Right Virtual Assistant
Private Course
Guide To Hiring the Right Virtual Assistant
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Business Incorporation(LLC)
Private Course
Business Incorporation(LLC)
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