myCPE

U.S. Individual Tax Preparer Course

Become Job Ready with our Professional Preparer Course in U.S.

  • Learn from real world business tax expert with practical case studies and simulations.
  • Learn to file to utilize tax credits, tax deductions and file Form 1099 with expertise.
  • Get comprehensive understanding on Tax calculations and tax filing.
  • Ideal course for non- degree holders seeking short term programs or individuals.
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15,000+

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4.7/5(5K+ Reviews)
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All Practical Training Programs Available Only in Teams Premium Plan

Why Professionals Trust Our Practical Training Programs

  • Programs designed to build skills for more workplace efficiency.
  • Comprehensive tax training aligned with industry standards.
  • Supportive learning tools for application of knowledge.
  • Regular updates to course for staying with industry trends.
All Practical Training Programs Available Only in Teams Premium Plan
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Course Details

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.

Major Topics covered

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

Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Course Modules

Course Title Time Total Session
1. Filing requirements
7 Mins 1 Session
  • Filing requirements
2. Dependents
1 Hr, 32 Mins 7 Sessions
  • Dependents in general
  • Qualifying child
  • Qualifying relative
  • Miscellaneous scenarios
  • Divorce
  • Tiebreaker rules
  • Combined Quiz for Modules 1 & 2_Answers Review
3. Filing status
1 Hr, 11 Mins 7 Sessions
  • Head of Household introduction
  • Head of Household Rule 1-5
  • Head of Household and Divorce
  • Filing Status in the Year of Death
  • Issues Specific to Married Couples
  • Joint vs. Separate Returns
  • Module 3 Quiz_Answers Review
4. Income items
3 Hrs, 15 Mins 18 Sessions
  • Income: W2
  • Interest and dividends
  • Capital gains and losses, plus Form 1099-B
  • Quiz on Sub-Modules 01-03_Answers Review
  • Pension and Retirement Income (includes 1099-R)
  • Social Security Income Taxation
  • Quiz on Sub-Modules 04-05_Answers Review
  • Schedule 1: Taxation of State Refunds
  • Schedule 1: Alimony
  • Schedule 1: Unemployment Compensation
  • Schedule 1: Gambling Income
  • Quiz on Sub-Modules 06-09_Answers Review
  • Schedule C: An Introduction to the Basics
  • Quiz on Sub-Modules 10_Answers Review
  • Schedule E Page 1: An Introduction to the Basics
  • Quiz on Sub-Modules 11_Answers Review
  • Dealing with Schedule K-1: Introduction
  • Quiz on Sub-Modules 12_Answers Review
5. Adjustments for AGI
48 Mins 6 Sessions
  • Schedule 1: Educator Expenses
  • Schedule 1: Student Loan Interest
  • Schedule 1: Health Savings Accounts
  • Schedule 1: IRA Deductions in General
  • Schedule 1: Self-Emloyed Health Insurance Deduction
  • Module 5 Quiz_Answers Review
6. Deductions
1 Hr, 19 Mins 3 Sessions
  • Itemized Deductions
  • Qualified business Income: The Basics
  • Module 6 Quiz_Answers Review
7. Tax Calculation
60 Mins 8 Sessions
  • Tax Calculation Intro
  • Alternate Minimum Tax for Beginners
  • Premium Tax Credit Repayment
  • Self-Employment Tax
  • Additional Taxes on Tip Income
  • Additional Taxes on IRA Withdrawals (for Beginners)
  • Additional Medicare tax and Net Investment Income Tax
  • Module 7 Quiz_Answers Review
8. Credits
1 Hr, 44 Mins 9 Sessions
  • Child Tax Credit and Earned Income Credit
  • Child and Dependent Care Credit
  • Education Credits
  • Retirement Savings Credit
  • Residential Energy Credit
  • Credit for the Elderly or Disabled
  • Premium Tax Credit
  • Excess Social Security Tax
  • Module 8 Quiz Answers Review
9. Payments
4 Mins 1 Session
  • Withholding and Estimated Taxes
10. Filing & Refunds
17 Mins 2 Sessions
  • E-File Requirements & Refund/amount owed procedures
  • Combined Quiz for Modules 09-10_Answers Review
      11. Final Quiz

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Discover Why We’re the Preferred Choice!

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Comprehensive and Practical

“This course was everything I hoped for and more! The "Income Items" module alone was worth every minute. Practical insights, clear examples, and easy-to-follow instructions made it a breeze. I feel much more confident about my tax knowledge now. 🙌”

Emily Roberts

Emily Roberts, CPA (US)

Individual Tax Specialist

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Informative and Engaging

“Great course! The "Dependents" and "Filing Status" sessions were surprisingly engaging. The platform made it simple to navigate, and I appreciated how up-to-date the content was. myCPE knocked it out of the park again! 🏆”

Michael Dawson

Michael Dawson, EA

Federal Tax Consultant

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Game-Changer for My Career

“As someone new to tax preparation, this course gave me the confidence and skills I needed. The "Credits" and "Deductions" sections were explained in such a relatable way. Thanks, myCPE, for making this complex topic feel approachable! 🌟”

Samantha Lee

Samantha Lee, AFSP

Small Business Tax Advisor

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Worth Every Minute

“I was skeptical about spending over 7 hours on this course, but I’m so glad I did! The "Income Items" and "Tax Calculation" modules were incredibly detailed yet digestible. The quizzes were fair, and the examples provided were invaluable. Perfect course for tax professionals.”

David Carter

David Carter, CRTP

Income Tax Preparer

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Best Learning Experience

“Hands down, this is the most efficient and informative tax course I’ve taken. Filing requirements were explained clearly, and the breakdowns of adjustments for AGI were excellent. myCPE is the go-to platform for professional development in tax preparation!”

Linda Jackson

Linda Jackson, RICP

Retirement Tax Strategist

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Straight to the Point

“The "Payments" and "Filing & Refunds" sessions were short but packed with vital information. Perfect for someone on a tight schedule who still wants to learn. I love the platform’s user-friendly design too! 😊”

Chris White

Chris White, PFS

Personal Financial Planner

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Above and Beyond Expectations

“The "Dependents" section alone was worth the investment. It clarified so many gray areas I had struggled with for years. The instructors were incredibly knowledgeable, and the interactive sessions kept me engaged throughout. A+ to myCPE for delivering such a stellar course! 🎉”

Rachel Mitchell

Rachel Mitchell, CASL

Family Tax Advisor

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Perfect for Busy Professionals

“This course was designed with professionals in mind. Sessions were concise, practical, and easy to follow. The "Tax Calculation" module really stood out for its clear explanations. Thanks, myCPE, for making professional learning so accessible.”

James Holden

James Holden, ME LPA

Licensed Public Accountant

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MyCPE Delivers Again!

“Another amazing course from myCPE! The "Deductions" and "Credits" modules were my favorites. They were presented in a way that made even complex topics easy to understand. I feel more equipped than ever to tackle the upcoming tax season. 🚀”

Olivia Harper

Olivia Harper, FSCP

Financial Services Professional

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Unmatched Clarity

“If you’ve ever felt overwhelmed by tax topics, this course is for you! "Adjustments for AGI" and "Income Items" were explained so clearly. The platform’s design and ease of use made the experience even better. Thank you, myCPE, for another incredible course! 🙌”

Anthony Brooks

Anthony Brooks, DE LPA

State Tax Preparer

Frequently Asked Questions

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.
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