Taxx Savage Academy Scope and Sequence

Module 1 - Tax Law Basics


You will learn…

- Tax law basics

- How tax returns work

- Industry standard language

Module includes:

🗹 Introduction to Tax Preparation

🗹 Wages and Tips

🗹 Schedule B

🗹 Schedule C & F

🗹 Schedule D

🗹 Retirement Income

🗹 Schedule E

🗹 Other Types of Income

🗹 Occupational Adjustments

🗹 Retirement, Educational, and Other Adjustments

Module 2 - Completing a 1040

You will learn…

How to complete a 1040

Module includes:

🗹 Itemized and Standard Deductions + Schedule A

🗹 Non Refundable Tax Credits

🗹 Other Taxes

🗹Refundable Credits and Payments

🗹 Closing the Return

🗹 Due Diligence Requirements

Module 3 - Corporate Taxes and Forms (coming June 2023)

You will learn…

- Business forms and entities

- Schedule C 

- Standard corporate tax forms, such as 1120, 1120S, 1065,

and more

Module includes:

🗹 Understanding business entities

🗹 Taxes in Accounting

🗹 Business Financial Statements

🗹 Business Property

🗹 Schedule C 

🗹 Form 1065

🗹 Form 1120

🗹 Form 1120S

Module 4 - Basic and Advanced Marketing for Tax Professionals
(To Be Determined)

You will learn…


- How to market yourself and your business

- The basics of business advertising for tax preparers

- Using 21st century technology to attract and monitor customers

Module includes:

🗹Basics of Business

🗹Basic Marketing Strategies

🗹How to Interview Clients

🗹Calculating Your Fees

🗹Presenting Yourself As The Expert

🗹Ethical Requirements of Tax Preparation

🗹Advanced Marketing Strategies (social media and beyond)Using The Right Tools