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Course Modules

  • 1. Filing requirements

    1 Session | 7 Mins, 27 Secs

    • Filing requirements

      7 Mins, 27 Secs

  • 2. Dependents

    7 Sessions | 1 Hr,32 Mins, 14 Secs

    • Dependents in general

      6 Mins, 48 Secs

    • Qualifying child

      13 Mins, 59 Secs

    • Qualifying relative

      13 Mins, 10 Secs

    • Miscellaneous scenarios

      9 Mins, 30 Secs

    • Divorce

      16 Mins, 40 Secs

    • Tiebreaker rules

      7 Mins, 26 Secs

    • Combined Quiz for Modules 1 & 2_Answers Review

      24 Mins, 41 Secs

  • 3. Filing status

    7 Sessions | 1 Hr,11 Mins, 12 Secs

    • Head of Household introduction

      13 Mins, 11 Secs

    • Head of Household Rule 1-5

      8 Mins, 11 Secs

    • Head of Household and Divorce

      14 Mins, 19 Secs

    • Filing Status in the Year of Death

      5 Mins, 19 Secs

    • Issues Specific to Married Couples

      8 Mins, 45 Secs

    • Joint vs. Separate Returns

      9 Mins, 4 Secs

    • Module 3 Quiz_Answers Review

      12 Mins, 23 Secs

  • 4. Income items

    18 Sessions | 3 Hrs,14 Mins, 30 Secs

    • Income: W2

      19 Mins, 52 Secs

    • Interest and dividends

      9 Mins, 7 Secs

    • Capital gains and losses, plus Form 1099-B

      16 Mins, 19 Secs

    • Quiz on Sub-Modules 01-03_Answers Review

      13 Mins, 33 Secs

    • Pension and Retirement Income (includes 1099-R)

      15 Mins, 12 Secs

    • Social Security Income Taxation

      7 Mins, 40 Secs

    • Quiz on Sub-Modules 04-05_Answers Review

      7 Mins, 53 Secs

    • Schedule 1: Taxation of State Refunds

      10 Mins, 30 Secs

    • Schedule 1: Alimony

      3 Mins, 53 Secs

    • Schedule 1: Unemployment Compensation

      1 Min, 27 Secs

    • Schedule 1: Gambling Income

      5 Mins

    • Quiz on Sub-Modules 06-09_Answers Review

      9 Mins, 21 Secs

    • Schedule C: An Introduction to the Basics

      34 Mins, 57 Secs

    • Quiz on Sub-Modules 10_Answers Review

      5 Mins, 19 Secs

    • Schedule E Page 1: An Introduction to the Basics

      18 Mins, 26 Secs

    • Quiz on Sub-Modules 11_Answers Review

      7 Mins, 59 Secs

    • Dealing with Schedule K-1: Introduction

      6 Mins, 2 Secs

    • Quiz on Sub-Modules 12_Answers Review

      2 Mins

  • 5. Adjustments for AGI

    6 Sessions | 47 Mins, 31 Secs

    • Schedule 1: Educator Expenses

      2 Mins, 1 Sec

    • Schedule 1: Student Loan Interest

      6 Mins, 27 Secs

    • Schedule 1: Health Savings Accounts

      8 Mins, 38 Secs

    • Schedule 1: IRA Deductions in General

      14 Mins, 32 Secs

    • Schedule 1: Self-Emloyed Health Insurance Deduction

      4 Mins, 41 Secs

    • Module 5 Quiz_Answers Review

      11 Mins, 12 Secs

  • 6. Deductions

    3 Sessions | 1 Hr,18 Mins, 35 Secs

    • Itemized Deductions

      59 Mins, 47 Secs

    • Qualified business Income: The Basics

      5 Mins, 36 Secs

    • Module 6 Quiz_Answers Review

      13 Mins, 12 Secs

  • 7. Tax Calculation

    8 Sessions | 59 Mins, 41 Secs

    • Tax Calculation Intro

      2 Mins, 36 Secs

    • Alternate Minimum Tax for Beginners

      4 Mins, 47 Secs

    • Premium Tax Credit Repayment

      2 Mins, 42 Secs

    • Self-Employment Tax

      3 Mins, 12 Secs

    • Additional Taxes on Tip Income

      1 Min, 47 Secs

    • Additional Taxes on IRA Withdrawals (for Beginners)

      21 Mins, 12 Secs

    • Additional Medicare tax and Net Investment Income Tax

      10 Mins, 32 Secs

    • Module 7 Quiz_Answers Review

      12 Mins, 53 Secs

  • 8. Credits

    9 Sessions | 1 Hr,44 Mins, 8 Secs

    • Child Tax Credit and Earned Income Credit

      30 Mins, 18 Secs

    • Child and Dependent Care Credit

      40 Mins, 8 Secs

    • Education Credits

      5 Mins, 43 Secs

    • Retirement Savings Credit

      5 Mins, 4 Secs

    • Residential Energy Credit

      3 Mins, 6 Secs

    • Credit for the Elderly or Disabled

      2 Mins, 24 Secs

    • Premium Tax Credit

      2 Mins, 41 Secs

    • Excess Social Security Tax

      2 Mins, 48 Secs

    • Module 8 Quiz Answers Review

      11 Mins, 56 Secs

  • 9. Payments

    1 Session | 4 Mins, 5 Secs

    • Withholding and Estimated Taxes

      4 Mins, 5 Secs

  • 10. Filing & Refunds

    2 Sessions | 17 Mins, 14 Secs

    • E-File Requirements & Refund/amount owed procedures

      14 Mins, 12 Secs

    • Combined Quiz for Modules 09-10_Answers Review

      3 Mins, 2 Secs

  • 11. Final Quiz

Course Preview

Course Overview

What You’ll learn

This is one of the First and Basic Courses in three courses of U.S. Individual Tax Courses. This Certification introduces the U.S. Individual Federal tax System via conceptual and applied material through Quizzes and Simulations.

This U.S. Individual Tax Certification provides a deep understanding of the below-mentioned topics :-

  • Filing Requirements

  • Dependents

  • Filing Status of Qualifying Relative and Child

  • Filing Status of Head of Household

  • Various Income Items

  • Adjustments for AGI

  • Deductions

  • Tax Calculation

  • Credits & Refunds

Recommended For
  • Non-degree holders who want to attend short-term training programs with less financial investment.

  • For individuals without a college or professional degree who wants to develop the necessary skills and experiences in U.S. Individual Taxation.

  • For Individuals working in Tax Firms who wants to specialize in Individual Taxation from Basic to Advanced Level.

Job Opportunities

  • Individual Tax Preparer Assistant
  • Sr. Tax Associate
  • Tax Manager
  • Tax Consultant
  • Tax Associate
...
...

Instructor

Testimonials

MS

Maria S
  • (5)
Ideal tax course with clear fundamentals

This preparer course was the right fit for me as a Tax Associate. The materials they provided are very clear with fundamentals, which were beneficial for me.

AP

Andrew P
  • (5)
Clear, practical, organized course

If you want to kick-start your career as a tax consultant or tax preparer, then I highly recommend this course, as this course has a clear, well-organized framework and practical experience.

EL

Emily L
  • (4.5)
Comprehensive understanding of the essential Tax filing

This course provides a comprehensive understanding of the essential Tax filing & preparation; Now I feel I'm fully equipped to work as a Tax associate.

SM

Sarah M
  • (5)
Engaging course with expert teaching skill

I got practical experience & knowledge from their engaging course materials, and expert instructor Jason comprehensively explained each topic. His teaching style is engaging and approachable, making complex concepts easy to understand

JS

John S
  • (4.5)
Strengthened understanding of tax fundamentals

I recently completed a PCC course, which was a game-changer for me. Also, It helped me strengthening my understanding of the fundamentals of individual tax topics.

JK

Jennifer K
  • (5)
Structured course with real-world examples

The course materials were comprehensive and well-structured. Instructor also provided real-world examples and case studies which can help us to apply the concepts we learned. Thanks to this course.

CK

Chris K
  • (4.5)
Instructor simplifies complex concepts effortlessly.

Jason is a phenomenal coach and instructor. He has a unique ability to explain complex concepts into simple, actionable steps that anyone can understand.

JB

Jenna B
  • (4.5)
Comprehensive course enhances tax concepts

I was amazed by in-depth concepts explained in this course. Their Simulations and case studies helped me clear my understanding of fundamental tax topics.

DM

Dave M
  • (5)
Knowledgeable, experienced instructor with an engaging teaching style

Jason is an absolute rockstar. He's one of the most knowledgeable and experienced Instructor. His interesting teaching style taught me in learning the complex concepts very easily.

KN

Kristine N
  • (5)
Comprehensive, structured, simplified with practical examples

This PCC course is comprehensive and well-structured, and Jason made it easy for me by breaking down complex concepts into simple, easy-to-understand, and practical real world examples.

FAQs

  • myCPE is committed to providing in-depth and excellent knowledge to professionals which will allow them for growing in their professional careers.
  • myCPE is an Industry Leader in providing Continuing Education to CPAs, EAs, Auditors, and other professionals with humongous options in continuing education with Packages, Nano Learning Courses, E-books, and Certificate Courses.
  • By introducing PCC Courses, will not only help credential degree holders but also help non-degree holders to make their mark in the industry.
  • By providing expert knowledge, practice quizzes, and Simulations, students will be able to grab a better opportunity in their sector.

The tax landscape is continuously changing faster than ever. It is essential to make sure you are well-versed in the Basics of Individuals Taxation. Navigate the U.S. Individual Tax Environment to present yourself with a better opportunity in the job market.

Note: We are also bringing Intermediate and Advanced Level U.S. Individual Taxation Courses in the coming months. Once you complete all these certificates, you are ready to call yourself a Specialist Individual Tax Professional.

U.S. Individual Tax Preparer Course will cover the basics of the Individuals in the United States which will cover:-

  • Filing Requirements
  • Dependents
  • Filing Status of Qualifying Relative and Child
  • Filing Status of Head of Household
  • Various Income Items
  • Adjustments for AGI
  • Deductions
  • Tax Calculation
  • Credits Refunds

In addition to detailed Course material, you will be given a Practical Quiz and Simulations at the end of each module.

This course will have 10 modules that focused on Basic of Individual Taxation.

Access to lectures and quizzes will be given immediately upon the purchase of the course and It will be available to you until you complete the Course and gain the Certificate.

When you enroll in the course, you get access to all of the courses in this Certificate Course, and you earn a certificate when you complete the all Video Lectures, Quizzes, and Simulations.

Your electronic Certificate will be added to your Profile page of myCPE - from there, you can print your Certificate or add it to your LinkedIn profile.

When you finish the whole course and complete the quizzes and Simulations, you'll earn a Certificate that you can share with prospective employers and your professional network.

At myCPE, we are committed to quality service. You will get a detailed video explanation of all the Quiz questions and Simulations which are available in this certificate course.

  • myCPE is committed to providing in-depth and excellent knowledge to professionals which will allow them for growing in their professional careers.
  • myCPE is an Industry Leader in providing Continuing Education to CPAs, EAs, Auditors, and other professionals with humongous options in continuing education with Packages, Nano Learning Courses, E-books, and Certificate Courses.
  • By introducing PCC Courses, will not only help credential degree holders but also help non-degree holders to make their mark in the industry.
  • By providing expert knowledge, practice quizzes, and Simulations, students will be able to grab a better opportunity in their sector.