Part 2 Course Dates

  • Orientation is on Saturday May 1st 2021 at 8:00 am to 10:00 am (PACIFIC)
  • Part 2 Classes start Tuesday June 22nd and run through August 8th

FOR 2022 CLASS SCHEDULE – CLICK HERE – Dates are subject to change
TaxMama Part 2 Course Schedule and CE Tracker-2022-2023

If dates are not compatible with your schedule, check out TaxMama’s® Self Study Course – it contains all the notes and audio recordings of the live classes but allows you to learn in your own time

What You Will Learn:

The course will include TaxMama’s® special twists, teaching you more than tax law – you’ll learn:

  • how to draw clients out and get information from them
  • how to protect your practice from client conflicts and lawsuits
  • how to maintain an ethical practice, in the face of client ‘persuasion’ to assist them in little falsehoods
  • how to find loopholes to help cut taxes legally
  • how to find the information you need to address a client’s issues
  • how to prepare an individual tax return – from inception to filing
  • Personal attention from TaxMama® to guide you
  • Study Buddies to work with

Materials:

  • Lambers Test Prep Software
  • Fast Forward Academy EA Exam testing software (only with all 3 parts)
  • Access to study buddies and study buddy teams
  • Access to free conference systems to study with buddies
  • The Tax Book WebLibrary (included in Live class only, with all three parts ordered)
  • TaxMama’s® book Small Business Taxes Made Easy (for Part 2)
  • Special tools and cheat sheets available nowhere else

Content and Additional Materials:

Premium students get to participate in all the live sessions of the course. Each session is recorded. Everyone gets these versions of the recordings:

  • Both an audio and a visual replay of the actual session. The video of the course is available within a hour or less of completion.
  • Access to the Lecture as a PDF file of the course before each class starts – so you can print them out and make notes – or make notes directly on the PDF, as we go along – or later, after the class.
  • An MP3 AUDIO file of the recording that you can download and carry with you, within about 24 – 72 hours after the live session.

For folks whose schedules make it difficult to commit to specific times, this course is ideal because everything is recorded so you  can watch or listen to it all, at your convenience. . If you can find a way to participate in, at least, some of the live classes, do it. That’s where all the fun and mischief happen.

Aside from the session recordings and lecture notes you are also provided with a wealth of books, software and additional services that will help you. TaxMama® Eva Rosenberg’s bestselling small business book is included in the price of registration along with Lambers, Fast Forward Academy, and the TaxBook WebLibrary and guides.

COmplete materials list

We will provide some insider information on how to file the following applications for clients, so you can learn how to represent your clients before the IRS and reduce their tax debts:

  • Installment Agreement
  • Form 433 series – financial reports
  • Offer in Compromise
KICKSTART YOUR EA CAREER

Part 2 Lectures:

  • Lecture 1 – Tax Research for Free
  • Lecture 2 – Working with Non-Filers
  • Lecture 3 – Overview of Circular 230 – 2 hours Ethics
  • Lecture 4 – Audit 101
  • Lecture 5 – E-Services – 3 Hour Class
KICKSTART YOUR EA CAREER
  • Lecture 6 – Sanctions and Penalties – 2 hours Ethics
  • Lecture 7 – Reviewing Audit Workpapers
  • Lecture 8 – After a Bad Audit – Appeals
  • Lecture 9 – Collections Strategies
  • Lecture 10 – Tax Court
  • Lecture 11 – Reviewing the 433s and 9465