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Crystal Financial Tax Pro's 101 Training
Introduction to the Course
Welcome to First Stop's Tax Academy (5:02)
Tax Season: Understanding the Basics (15:20)
Mini Quiz
Agreement Forms
Ethics & Compliance
Circular 230 (4:48)
2026 PTINs & Renewals
California Preparers
Additional State Requirements
Due Diligence
Are You AFSP Ready? (1:32)
Tax Law & Changes
Tax Law Basics for Beginners (3:21)
Understanding Taxes: 25 Tax Terms to Know
Filing Statuses Detailed
2025 Filing Season for 2026 Calendar Year
1040's & Online Tax Software
1040 Line by Line
Tax Schedules Explained
Cyber Security
Safeguarding Your Clients!
Software Access, You're Invited!
Software Statuses
Practice Returns
Income Document RECAP (18:58)
Let's Prepare Some Returns!
Scenario #1
Scenario #2
Scenario #3
Intro to Marketing, Like a Pro!
Marketing 101
Principles of Marketing
Market Like a Pro!
Now Go BE GREAT!
Software Access, You're Invited!
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