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