Introduction
Estelle Financial 7 Step Start-up Guide
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📢 Important: Your Onboarding Steps for Estelle Financial ERO Tax Academy
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📋 Account Setup Instructions
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📄 Electronic Filing Identification Number (EFIN) Guide
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✅ How to Apply for an EIN (Optional, But Often Required)
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📢How to Apply for an LLC (Optional)
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📋 How to Obtain Your PTIN (Preparer Tax Identification Number)
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Step 7: How Register for Training for our "Live Business Mastery Training" on Zoom
Module 1: Income Goals, Important Contacts, and Suggested Fee’s
Module 2: Marketing
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📆 Understanding the Different Tax Marketing Seasons
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💵How to Become a Successful Tax Professional with a Low Investment
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📌 How to Create a Target Audience for Your Tax Business
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🚀 Effective Marketing Strategies for Business Growth
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📢 How to Effectively Market Your Tax Business Using Yard Signs
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📢 How to Market Your Tax Business Using Flyers
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📋 How to Set Appointments Offline Using the Magnetic Business Flyer Script
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📣 How to Market Your Tax Business on Social Media
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📣 What Message Do You Want to Send to Your Audience With Social Media Marketing?
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📲 Why Social Media Marketing Matters for Tax Professionals
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📣 How to Introduce Your Tax Business to Family and Friends
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🚀 How to Brand Yourself on Social Media (for Tax Pros)
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📲 What Should I Post on Social Media? (For Tax Professionals)
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📅 What is an Effective Social Media Posting Schedule?
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📢 How to Effectively Introduce Yourself to Clients on Social Media
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📲 Social Media Tools to Help You Become More Efficient
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🚀 How to Run Ads on Social Media to Grow Your Business
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📢 How to Gain Clients Through "Shout Out" Ads
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🌱 How to Gain Clients Through "Tap Rooting"
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📱 Social Media Helpful Tips for Growing Your Business
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🌱Checklist: How to Market Your Business in a Facebook Group
Module 3: How to Schedule Appointments
Module 4: Client Intake Process Tax Professionals Interview Process
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🔍 The Importance of Client Due Diligence and Document Collection
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📝 The Importance of Client Forms in Tax Preparation
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📋 Why It’s Important to Ask Proper Interview Questions Before Filing a Client’s Tax Return
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📋 Client Interview Questions: Why They Matter and How to Do It Right
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📋 How to Create an Effective Client Intake Process and Know the Required Documents
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🔁 Top 10 Client Rebuttals to Keep Them Filing with Your Tax Office
Module 5: Tax Education
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📚 Tax Education - What is Circular 230?
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📚Filing Status and IRS Required Documentation
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⭐Overview of the Tax System
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⭐Taxpayer Information and Filing Status
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📄 Taxpayer Information and Filing - Income and Adjustments
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📄 Standard Deduction vs. Itemized Deductions
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📊 2025 Tax Brackets & Standard Deductions
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📚 Tax Software and Technology (2025 Guide)
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📚Ethics and Professional Standards for Tax Professionals
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📚Practice Scenarios and Case Studies
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💡💰Tax Deductions Made Simple
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🗂️Record Keeping and How to Prepare for an IRS Audit
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📑IRS Required Documentation for Income, EITC, Child Tax Credit, and Additional Child Tax Credit
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📑IRS Required Documentation When Filing 1099-NEC, Self-Employed, or Business Income
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💰How to Make Quarterly Tax Payments
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👶Earned Income Tax Credit (EITC)
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👶Child Tax Credit (CTC)
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👶Additional Child Tax Credit
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🏠Household Employees Wages
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💰Payment Plan and Installment Agreement
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📜Tax Exemptions: A Simple Guide
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💡 Tax Deductions: A Simple Guide
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📅 Tax Filing Deadline: Everything You Need to Know
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🗓️ Tax Extensions: What You Need to Know
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💡 Itemized Deductions: What You Need to Know
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💡 Capital Gains: Understanding Profit from Investments
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💡 Ordinary Gains: Understanding Your Everyday Income
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💡 Alternative Minimum Tax (AMT): What You Need to Know
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⚠️ Deadline Filing Penalties: What You Should Know
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💰 Understanding FICA: What You Need to Know
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💡 Understanding Roth IRAs: Key Points to Know
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💡 Understanding Traditional IRAs: Key Points to Know
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🚨 Understanding Tax Evasion: Key Points You Should Know
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💼 Understanding Tax Avoidance: A Legal and Smart Approach to Taxes
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🏠 How to Report Rental Property Income on Your Tax Return
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📚 Educators Tax Credit: What You Need to Know
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📊 Estimate Tax Payments: What You Need to Know
Module 6: Tax Education-Understanding the Most Commonly used IRS Forms
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📝 Different Types of IRS 1040 Forms
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📝 What is Form 1040X?
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📝 What are W-2 and W-4 Forms?
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📝 What is a W-2G Form?
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📝 What is a W-2PR Form?
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📝 What is a 1040-ES Form?
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🧸 What is a 2441 Dependent Care Form?
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📝 What is a 2106 Employee Business Expense Form?
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📝 What is a Schedule A Form?
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📝 What is a Schedule B Form?
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📝 What is a Schedule C Form?
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📄 What is a Schedule D Form?
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📄 What is a Schedule E Form?
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🌾 What is a Schedule F Form?
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🏥 What is a Schedule H Form?
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📝 What is a Schedule K Form?
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📝 What is Form 8862?
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📝 What is Form 8863?
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📝 What is Form 8812?
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📝 What is Form 8879?
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📝 What is Form 8867?
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📝 What is Form 8949?
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📝 What is the EIC (Earned Income Credit) Checklist for IRS?
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📝 What is Form 1095-A?
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📝 What is Form 1098-E?
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📝 What is a Form 1098-T?
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🏡 What is a Form 1098?
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🏡What is a 1099-C Form?
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💡 What is a 1099-SSA Form?
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💸 What is a 1099-INT Form?
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💼 What is a 1099-G Form?
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💼 What is a 1099-NEC Form?
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💰 What is a 1099-MISC Form?
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📑 What is a 1099-DIV Form?
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💳 What is a 1099-K Form?
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📄 What is a 4852 Form?
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📅 What is a 4868 Form?
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🏡 What is Form 5405?
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🌱 What is Form 5695?
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💳 What is Form 9465?
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📄 What is Form 941?
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💡 What is the Difference Between State Income Tax and Federal Income Tax?
Module 7: Tax Education-Introduction to Self-Employment Taxation
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💼 Introduction to Self-Employment Taxation
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💼 Self-Employment Tax Basics
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💼 Self-Employment Income: What You Need to Know
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📑 Self-Employment Tax Forms and Filing Requirements: A Simple Guide
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💼 Special Considerations for Self-Employed Individuals: Tax Tips and Strategies
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📊 Common Self-Employment Tax Issues and Pitfalls
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📊 Self-Employment Reconstruction of Income and Expenses
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📉 Self-Employment Business Loss: How to Report It on Your Tax Return
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📑 Self-Employment Without Income and Expense Documentation: How to File Your Tax Return
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📊 Recent Developments and Changes in Self-Employment Tax Law
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📑 Self-Employment Required Documentation
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🚗 Self-Employment Business Mileage
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📑2024TaxDeductionCheatSheet
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📚 Case Studies and Practical Examples of Self-Employment Tax Concepts
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📘 Conclusion and Recap: Key Takeaways on Self-Employment Tax
Module 8: Tax Education-Depreciation
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✨ Introduction to Depreciation
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📚 Methods of Depreciation (Made Easy)
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📊 Depreciable Basis and Useful Life
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📉 Depreciation Calculation Made Easy
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📉 Depreciation Recapture: What You Need to Know
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📈 Bonus Depreciation and Section 179 Deduction
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📚MACRS Depreciation Tables Made Easy
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🏠 Depreciation for Real Estate
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📉 Depreciation Strategies and Planning
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📑 Depreciation and Tax Compliance
Module 9: Customer Service, SOP, and Office Processes
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✅ Why You Need SOPs (Standard Operating Procedures) in Your Tax Office
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🛠️ How to Build Good Systems and Processes in Your Tax Business
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🌐 How to Look Professional Online as a Tax Pro
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💰 How to Tell Your Clients About Tax Prep Fees
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💛 How to Be Super Awesome with Your Tax Clients
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✅ Why You Need an Online Tax Process Checklist
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🧾 Why Creating an Online Process Is Super Important
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🧾 3 Easy Steps for the Tax Preparer After the Interview
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📋 Why Collecting Client Data Forms Is Important
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📌 Why This is Important When helping someone who has a W2 job
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📌Why This is Important When helping someone who has their own business
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📌 Why This is Important A Compliance Folder helps you keep everything organized
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📌 Why This is Important Creating an effective 7 Step Office Success System
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📌 Why This is Important This training is designed to help you understand your role at (your tax office name goes here)
Module 10: Practice Tax Returns
Module 11: How to issue a client Refund Check and Client Follow Up
Module 12: What is a WISP Plan
Module 13: Software Training Videos
Module 14: Lead Pro Giants CRM
