How to learn how to prepare tax returns confidently
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- เผยแพร่เมื่อ 15 ส.ค. 2024
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Finally, a good video that lays down the groundwork for me to get started on being a tax preparer!
Hey how’s it going with your tax preparation? I started yesterday and I’m so nervous 😬
Hey from Vegas! starting college as a paralegal, tax preparing has sparked my interest for a while. I'm so glad I found your page for great info! 👑
Love the course great content. I've picked up clients using these strategies.
So glad I found your page! You explain things so very well.
Thank you for your videos! I am a Financial Advisor and now working on my EA so I can confidently practice tax.
I am learning so much from watching your videos. Thank you so much for sharing this amazing source of information. This one is quite helpful.
Ma’am this video is going to help me train my employees to the next level 💯
Thank you....I'm back. You might see me commenting all over your social media. Gotta catch up with the content you've posted and WOW....you have done soooo much since the last time I was attempting to figure it out. I am going to take a leap of faith. you are a very intelligent and savvy woman....I am excited to learn from you. ITS TIME :)
Thank you for the video!!! We learn a lot from you! Thank you!
Tuning in from Mem, TN !! Great video 🥰🥰🥰
Liked and subscribed. Just about every question I was going to ask after I watched the video in the comments. You answered thru the video..lol... The course looks great. Going to the site today.. The course all videos?..I have been wanting to do my own taxes this year and I could not find a site to go to until now... I bought a duplex in 2021 and opened a LLC and looking to learn all the tax write offs for personal and business for myself/family for now. A question I do have is will I be able to write off the purchase price for the duplex on my taxes. This will be my last W-2 this year. Full-time entrepreneur now.Thank you and keep up the great work.
Always have my notebook and pen ready when I watch her videos 😊
Just looking into the industry. Watching from northern California.
You had me at multiple six figure ! New subscriber here ! :)
You explained this so well. I’m not looking to become a tax preparer. I have my own business and I pay a company to do my taxes. However, I need some help with knowing what and how to best prepare all my records for a tax preparer. Do you have a video for self employed people and what they can do to prep themselves for the EA/CPA?
Crysta, thank you so much for sharing your insights and testimony. You are so empathetic and inspirational. Please, where can I go to see your training?
Thank you for so much free content! Great info for a newbie
I am a Nurse going into Tax field. I have Bachelor in Accounting and A notary public. I am watching from California
Great info. I’m a newbie! I look forward to using this info in starting up next year #chicago
Thanks so so MUCH! I paid someone to teach me who left me hanging in the wind
Hi! Thank you for this great video. Question….which software would you recommend for a newbie? I plan to prepare a few business tax returns this year and I believe one client will be taking bonus depreciation. Is there any software that walks preparers through the return or forms needed?
The top tax preparation software used by members of my Tax & Accounting 6-Figure Accelerator Program are (1) My Tax Prep Office, (2) Tax Slayer, (3) Drake, and (4) Crosslinks.
Each has its own pros and cons. There's going to be a learning curve as you familiarize yourself with the software you choose, but each one offers practice returns, training, and support to assist. I’d suggest that you request a demo or attend a webinar to explore these options and see what’s best.
However, if you do go with My Tax Prep Office, you can use the code “CRYSTA” at checkout to receive a substantial discount.
I'm a newbie watching your videos. However, I'm a little confused.
1. So i should buy crosslink software 1st and the purchase the course so I can practice with to ensure I'm doing it correctly?
2. Typically how long does the course take to complete?
3. One of your live videos you mentioned tax preparer book from amazon...is that in lieu of the course or in conjunction to the course?
Thanks for any help. Although IRS pushed back filing date I don't think I'll be ready for 3part:: practice, practice, practice 😥. I suppose next yr
First time subscriber. New York, NY
HI IM IN TRAINING TO BECOME A PROFESSIONAL TAX PREPARER FOR THIS UPCOMING TAX SEASON AND I AM SO CONFUSED THE LADY JUST THROWED US ALL THIS WORK AND A EXAM THATS GIVE YOU 2 CHANCES TO PASS THERE ARE SO MANY DIFFERENT FORMS AND ITS JUST ALOT I FEEL LIKE IF I LEARN ALL THE FORMS AND WHAT THEY ARE FOR AND FILING A NEICE COUSIN OR OTHER RELATIVE FILING MEDICAL OR OTHER INCOME ITS JUST ALOT IM SO STRESSED OUT SHE IS CRAMMING ALL OF THIS ON US AT THE LAST MINUTE ITS JUST SO HARD TO UNDERSTAND EVERYTHING IM PRAYING I LEARN ALL OF THIS BEFORE THIS TAX SEASON START CAUSE I WOULD HATE TO HAVE TO GIVE UP SO EASILY
Hi . what software do you recommend for this year
Wow i have learn so much and lots of my question answerd thank u so much.
Is there a way to still prepare returns without an efin? Currently working under a EA and would like to branch out but maybe next year ? I can do so? Im currently a new ctech in california do have my ptin.
Hi! Crysta I'm from Florida, I just started following your page, I'm new at this tax preparing business and your videos helps me to stay informed and acquiring knowledge. Thank u so much..
Good advises, I really liked the video.I just wanted to ask what Software would you recommend for filling taxes as a professional tax preparer. Thank you!
i work in pro series hearing this i feel like im learning backwards lol i know the forms and some laws but i dont even know how preparers know what forms to use when you open it and theres only like 4 main forms open sheeshh
YOU ARE KILLING IT
Hello Crysta I have to say that you are my inspiration . I love your videos because you bring a lot of important information . I have a question, if I work for an accounting firm preparing taxes in the state of florida and I just assist preparing taxes because the tax return are signed by the partners and the PTIN use is the partners . It does not make a conflict if I decide to start my own tax preparation business with my PTIN?. Thank you.
Florida!
What is the best program to learn from Crysta ???
I like www.certifyible.com
From Liberty, Texas such a newbie and thank you for the tips! so helpful!
Can certifyible be used in all states?
I purchased the software this year that you suggested MTPO and used your code and it was terrible 😩 customer service was great but everything was manual EVERYTHING I prepared over 150 returns took ages so definitely getting something better next year.
Which software are you referring to?
Try Drake. Good for new tax preparers
Hello that certifyable allow to prepare like me as bookkeper here in Canada , I mean can I cater clients too even I'm situated in canaa to add more clients ?
can you able to send me the Tax preparation material in detail and how much will charge.
is it shows how to renew an Itin for people that do not have social security number? and how to prepare taxes for people that have an Itin? also how to explain them why they don't get that much refund for their dependents? this is what I am missing and I really want to take a course that goes deeply in to everything that has to do with taxes and to really be prepared for when I am preparing taxes. if you can help me I will appreciated thank you. I am from Texas.
Hi Crysta, my question to you is can you use an older EA exam review book? I found one on Amazon for cheap but it's a 2017-2018.
Unfortunately no it’s not best to do so as tax law is normally updated every year and you don’t want to study outdated material
what is a good source to go to, to find deductions, credits?
Are you the one completing the trainings on certifiable?
Do you mind sharing your tax organizer in the description? 🥰🥰🥰
Live from GA. Your voice ✨
From west palm beach Florida I’m brand new
Love that elevator pitch!!!!!!
Thank you Crysta!
Thanks, Crysta! Super helpful! #Ohio
Would you advise on getting errors & omissions insurance?
Yes!
Yes!!! Thank you so much 😊
From Michigan
Replay from North Dakota
Hey Crysta, thank you for all of your content! I have a couple of questions... In the past you have recommended other courses with Gleim. I have started fast forward academy but not going to take the EA exam for this upcoming tax season. How would you compare these courses for someone that is going to provide tax prep as a efiler (started my own business!)? And beyond that, as someone without EA or CPA title, can I file taxes for taxpayers throughout US or just within my state? Thanks in advance!
Hi, Hayden! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.
Apple valley california 😊
Hello I was watching this from Miami FL
What software do you recommend?
i appreciate your video so much!
Hi Crysta
My name is Jesse James and I from DC but I live in South Carolina.
Thanks Crysta.
Is this preparation applicable to Minnesota?
Great ! Find vary helpful:)
Hi Crysta,
Thank you for all your wonderful detailed contents you've been blessing us with, i came across your channel recently. I'm a Realtor as well a Life and Health insurance agent. MY wife and i have great interests in entering the tax industry for the coming year. where can we start? what are the first step? is there a course to take? any software recommendation? please help.
- From Kissimmee, FL
Hello! Kindly send me an email at Hello@CrystaTyus.com so I can help you better!
@@crystatyusea I did send you an email via your website.
@@crystatyuseahi do you feel someone can try tax preparation if math is not their strongest skill
I was going to ask why you are recommending this particular tax class and now I realize it’s yours
Hey Crysta, question I would like to get into the tax business but I don't know where to sign up to become a PTP agent, I'm e-mailing from Florida?
Hi Javier! Kindly let me know, what is a PTP Agent?
Hi, Crysta! Question: Does the course you reference on Certifyible include Form 1065?
Hi, Katousha! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.
What professional tax software do you recommend for a tax business starting out?
The top tax preparation software used by members of my Tax & Accounting 6-Figure Accelerator Program are (1) My Tax Prep Office, (2) Tax Slayer, (3) Drake, and (4) Crosslinks.
Each has its own pros and cons. There's going to be a learning curve as you familiarize yourself with the software you choose, but each one offers practice returns, training, and support to assist. I’d suggest that you request a demo or attend a webinar to explore these options and see what’s best.
However, if you do go with My Tax Prep Office, you can use the code “CRYSTA” at checkout to receive a substantial discount.
Hi Crysta do you teach partnerships, s corps and corporations. I am interested in learning how to do these returns, also the depreciation.
Hello! Please visit Certifyible.com! They will soon launch their Business Tax Plan Mastery. - Customer Support Team
Hello from Texas 😎
Hi, I am new to tax preparation and book keeping. starting with the certifyible tax prep course and then going to prep for the EA exam. When is the best time to join your program? once I have received my EA certification?
Hi, Morgan! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.
very informative video.
Hi! Am nilsa from the Bronx ! I would like to take classes for tax preparation. Do you have any recommendations on what online program classes to join? Not sure which programs choose. kind of scared don’t know which ones are legit!
Hi Nilsa! Kindly head over to Certifyible.com as they have great tax preparation courses that we highly recommend.
houston
I subscribed because your beautiful and knowledgeable 🌻
Daytona Beach FL
Has anyone in here purchased content from certifyible? What was your experience?
Augusta Ga- beginner
Could you mention the software you use and the best IRS approved course enroll in as a student?
Try Drake Software - Easy to use and Understand
Hi Crysta,
I'm new to tax prep. When one becomes an EA, do they get the tax prep course with the EA course or are they 2 separate courses? Thank you!
Hi Caroline! They are two separate courses
Hi Po. I'm applying to a tax associates position. What are the common responsibilities of a tax associates?
@@crystatyuseahi if someone messes up on someone else’s taxes accidentally what are the consequences
When will the business tax preparation course be available again?
Hi Toni! Please send us an email at Hello@Certifyible.com so we can assist you better with this.
I wanted to do tax preparer training. Can you help me please.
Hello Sarwar,
Be sure to visit certifyible.com/ and check out our course list. We have several courses that will help you learn how to prepare taxes confidently- like the "1040 Tax Preparation Mastery" course.
You may also want to check out the $97/month subscription membership, which includes new live trainings and ALL of our courses (50+ courses).
You can choose your package here: certifyible.com/membership-program
Here is a list of new live trainings that are coming up that you can review: docs.google.com/spreadsheets/d/16q-9axfUSzPO4CL_LDDBWfS6O6sQtdqAFyLT88ZMqYg/edit?usp=sharing
Let us know if you have any questions and have a great day!
Warm regards,
Alexandria Johnson
Crysta's Customer Success Manager
brand new. from houston, tx.
Humble, Texas
Hello Im New to all this I need a mentor. I'm watching from Atlanta!
standard da da da deductions lol don't sweat it! you did great. i need help with marketing
Hi, Ben! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.
amarillo, tx
Hey Crysta! I’m a total new bee and just registered for CTEC and got my PTIN. Looking for a CTEC approved 60 hour course. Any recommendations?
Congratulations Brenda! Your best option is to go right to the source - CTEC offers a list of providers here: www.ctec.org/ApprovedEducationProviders?nav=tax-professionals
Just check the "Type QE" box and you will find a great list of both Face-to-Face and Self Study options. And keep in mind that you can begin working with clients now as a Virtual Firm. TA6 will help with that!
Best wishes as you move forward :-)
@@crystatyusea
Awesome! Thank you 🙏🏼
What tax prep software do you recommend?
Hi, c Hh harr! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.
Hello! I was wondering do you get taxed on courses too? How do those work?
Hello! Please go to Certifyible.com to check out their tax courses. :)
I applied to work for Liberty Tax. I am still learning my job.
How is it now
Hello I been working at my firm 3 years. Now and still don’t feel I know everything:(
Tax still doesn’t make sense to me too much info -!!! And I have never been promoted :/
The best way to learn everything is take the EA exam. Study for that and you will learn a lot. Also, look for a different company that has better training.
It takes a while. You won’t ever feel like you know everything because the tax law is always changing. Take continuing Ed classes and ask someone in the firm to be a mentor for you. It will all click one day. Hang in there!
New York City
Are there legal disclosures that a client needs to sign before even starting the tax preparation? When working for Liberty tax they had a bunch of disclosure forms that the client needed to sign even before we started talking about their taxes. Im now starting a small tax prep buis. and i dont know if those disclosures apply to all preparers.
I worked for Liberty as well. I believe one was a privacy notice for clients in regards to sharing info for the bank products offered and the other was a general privacy notice.
Were can i get a tax organizer for my clients
Hi, Carmen! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.
@@crystatyusea I do not see your email address here, do you want to send me it ?
Are you cpa ?ma'am
CRYPTO CREDIT?
I have qualifications in accounting but can't get a job, and frankly my sleep disorder prevents me from the 9-5 stuff being sustainable.
Should I go self employed? Is it risky?
Hi Jay! Depends on the person. Most people need about 6-12 months to start bringing in consistent revenue so having a 9-5 job while you build your business is often the most comfortable option.
INDIANA!!
#REPLAY
Another great video. ☺️
Hello, Anyone from New York here?