RG Financial Group

Tax Training Workshop

Individuals seeking tax knowledge.

Interested in this course? Email us at [email protected]

Course curriculum

1. A Message from the founders
2. Mission, Values and Goals
3. History, Values and Goals
4. The three P's
1. Code of Conduct
2. Ethics
3. Ethical decision making
1. Poor attendance
2. Reliability
1. Five ways to wellbeing - boosting mental health
2. Mindfulness is a superpower
3. Professional Development
1. Important contacts
2. IRS Tax Pro Account
3. Assisting Clients with IRS online Account
1. PTIN Requirement
2. How to apply for PTIN
3. Preparer Compliance
4. Privacy
1. Taxes Explained
2. What is your role as a tax professional?
3. Rounding
4. When should a taxpayer file?
5. Who must file ?
6. Additional Considerations
7. Who needs to file recap
8. Quiz 1
9. Filing Status
10. Filing Status
11. Quiz 2
12. Dependents
13. Dependents PT 2
14. Dependent recap
15. Quiz 3
16. Credits
17. Earned Income Credit
18. Deductions
19. Itemize Deduction
20. Deduction vs Credit
21. Deductions
22. Quiz 4
23. Intro to Income
24. Self Employment
25. 1099 NEC Explained
26. Schedule C Explained
27. QBI Deduction
28. Rental Income
29. Farming income
30. Retirement
31. Capital Gains and losses
32. Misc Forms
33. Testing your knowledge
1. Outside Folder
2. Inside of Folder
3. Client Intake Form ( English)
4. Engagement Letter (English)
5. Paystub Waiver (English)
6. Bank Deposit Form (English)
1. Procedures of filing a return
2. Admin Skills intro
3. Front office Skills
4. Note Taking
5. Roles and Responsibities of an Admin
6. Roles and Responsibilities of a Tax professional
1. Phone Skills
2. Incoming call Script
3. Outgoing Call Script
4. Outgoing call script to previous Client
5. Text templates
6. Email Skills
7. Email Templates
8. Using Chat GPT
9. Chat skills
1. Completing a Basic Tax Return
2. Work Study
3. Work Study #2
4. Work Study #3
5. Work Study #4
1. Tax Problem 1
2. Tax Problem 2
3. Tax Problem 3
4. Tax Problem 4
5. Tax Problem 5
6. Tax Problem 6
7. Tax Problem 7
8. Tax Problem 8
9. Tax Problem 9
10. Tax Problem 10
11. Tax Problem 11
1. Login and passwords
2. Docusign
3. Appointment Setter
4. Vonage (Client and Team member communication)
1. Time Management
2. Attention to detail
1. The art of Small Talk-Introduction
2. The Art of small Talk - customer's name
3. The Art of Small Talk- Observant
4. Body Language
5. 6 unethical psychological tricks that should be illegal.
1. Dealing with angry client
2. Recognizing customer disappointment
3. Empathy
4. Problem Solving
5. Abusive Language
6. Feedback
7. Steps to Correct Client Conflict
8. Road map: client care

About this course

Free
108 lessons
0.5 hours of video content

Discover your potential, starting today

Enroll today

RG Financial Group

Tax Training Workshop

Course curriculum

Welcome To RG Financial Group

Compliance and Ethics

Punctuality and Presence: Effective Attendance Protocols

Personal and Professional Development

Online Training and Resources

Tax Laws and Regulations

Tax 101

Instruction on Data Entry, Form preparation, Efiling and Error Correction

Streamlining the Tax Preparation Process with Efficiency

Client Communication and Interactions

Tax Software Training

Practical Tax Preparation

Onboarding and Integration

Workflow and Project Management

Value Driven Sales: Unleashing Client Success

Resolving with Care: Customer complaints Protocols

About this course

Discover your potential, starting today