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Major Tax Plus: ERO Software Support Business Mastery Course
Mastering tax management for business growth
Course content
17 sections | 204 lessons
Expand all sections
Introduction
2 Lessons
Major Tax Plus 7 Step Start-up Guide
6 Lessons
Module 1: Income Goals, Important Contacts, and Suggested Fees
3 Lessons
Module 2: Marketing
21 Lessons
Module 3: How to Schedule Appointments
3 Lessons
Module 4: Client Intake Process Tax Professionals Interview Process
6 Lessons
Module 5: Tax Education
37 Lessons
Module 6: Tax Education-Understanding the Most Commonly used IRS Forms
42 Lessons
Module 7: Tax Education-Introduction to Self-Employment Taxation
15 Lessons
Module 8: Tax Education-Depreciation
10 Lessons
Module 9: Customer Service, SOP, and Office Processes
14 Lessons
Module 10: Practice Tax Returns
4 Lessons
Module 11: How to issue a client Refund Check and Client Follow Up
3 Lessons
Module 12: What is a WISP Plan
1 Lessons
Module 13: Software Training Videos
7 Lessons
Module 14: Lead Pro Giants CRM
3 Lessons
Module 15: LIVE Trainings - By Date
27 Lessons
$99
one-time purchase
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