Our mission is to provide the highest quality and professionalism in each one of the services we offer, whether in Tax, Accounting, Immigration or Real Estate matters.

Our main office

Contact information

+1(321) 806-0983 | +1(321) 917-7559

7575 Kingspointe Pkwy, Suite 10. Orlando, FL 32819

info@eztaxtogo.com

Facebook-f Instagram Whatsapp Envelope

Choose your language

Course Details

COURSE

Personal Income Tax – Basic

Become a competent and confident tax preparer with our intensive self-study course, updated for the 2027 tax season (Tax Year 2026).

Categories: , , ,

$397.00

Product total
Options total
Grand total
Personal Income Tax - Basic
  • Time: 4 Hrs
  • Level: Basic
  • Certificate: Upon passing the test

INFORMATIVE CONTENT

Course Classification:

  • Category: Basic Individual Tax Preparation.

  • Delivery Method: Self-Study (Reading material and Practical Cases).

  • Provider: EZ Tax To Go, LLC (Provider Number GFLRH).

Summary Description:

Become a competent and confident tax preparer with our intensive self-study course, updated for the 2027 tax season (Tax Year 2026). Designed for both beginners and those looking to brush up on the fundamentals, this manual guides you step-by-step from obtaining your PTIN to electronically transmitting a complete tax return, seamlessly integrating tax theory with the practical use of professional software.

What will you learn in this course?

  • Practice Fundamentals: How to apply for your PTIN and EFIN, understand the different types of preparers, and navigate the applicable penalties (up to $665 for due diligence failures).

  • Client Interview and Dependents: How to use Form 13614-C to gather data, verify identities, and apply the strict tests to determine Qualifying Children and Qualifying Relatives.

  • Income and Deductions: Learn to read key information returns (W-2, 1099-NEC, 1099-K, etc.), apply the updated 2026 Standard Deduction, and know when it is beneficial to itemize on Schedule A.

  • Credits and Self-Employment: Calculate self-employment tax (Schedule SE), identify valid business expenses (Schedule C), and maximize credits such as the Earned Income Credit (EIC), Child Tax Credit, and educational credits.

  • New OBBBA Law Updates (2026): Master the new Schedule 1-A, including the new above-the-line deductions for qualified tips, overtime premium pay, auto loan interest, and the enhanced deduction for seniors.

  • Software Practice: The course includes a Practice Workbook and access to a free trial version of Drake Tax software, allowing you to solve 5 comprehensive practical cases featuring real-world client scenarios.

Enroll today to learn at your own pace, practice risk-free with professional software, and get ready to open your own successful and fully IRS-compliant tax office!

—

Important Note: This course grants the EZ Tax Academy Certificate of Completion, but it does not provide IRS continuing education (CE) credits or hours for the Annual Filing Season Program (AFSP).

Related products