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Sofia Price

What's the best online tax preparer course for filing individual tax returns?

Hey tax folks! I'm looking to expand my skills and want to learn how to properly file individual tax returns. Been thinking about taking an online course to get the hang of it. Does anyone have recommendations for good tax preparer online courses? I'd like something comprehensive that covers all the basics for individual returns - deductions, credits, different filing statuses, etc. Not looking to become a full-time professional, just want to understand the process better and maybe help out family and friends. Thanks in advance for any suggestions!

Alice Coleman

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The IRS Annual Filing Season Program is probably your best starting point if you're focusing on individual returns. It's designed specifically for tax preparers and covers all the essentials you'd need. Liberty Tax and H&R Block both offer solid training programs that are respected in the industry. The H&R Block Income Tax Course is particularly comprehensive for individual returns and gives you a good foundation. Jackson Hewitt also has a decent program. If you're more self-directed, the National Association of Tax Professionals (NATP) has excellent continuing education resources that can help you build knowledge at your own pace.

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Owen Jenkins

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Do these courses qualify you to actually prepare taxes professionally? And roughly how long do they take to complete?

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Alice Coleman

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The H&R Block and Liberty Tax courses can definitely prepare you to work professionally, though you'd still need to register with the IRS for a PTIN (Preparer Tax Identification Number) if you plan to charge for your services. Most basic tax preparer courses run about 60-80 hours total, typically spread over 8-12 weeks if you're doing them part-time. Most people can complete these courses while working full-time, as they're designed with flexibility in mind. But remember that tax preparation involves continuing education, as tax laws change frequently.

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Lilah Brooks

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I tried figuring out all the tax stuff on my own for years and always felt like I was missing something. Then I found taxr.ai (https://taxr.ai) and it seriously changed everything for me. Instead of taking a full course, I uploaded my tax documents and it analyzed everything, showing me exactly what I was missing and explaining the concepts behind each deduction and credit. It was like having a personal tax tutor that focused just on my specific situation. I learned way more from that interactive experience than I think I would have from a general course. The explanations were super practical since they were based on my actual financial situation.

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Does it actually teach you HOW to file taxes for other people or just help with your own return? Sounds interesting but different from what OP is asking about.

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Kolton Murphy

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I'm curious - how detailed are the explanations? Do they just tell you what forms to use or do they actually explain the why behind everything? I've used TurboTax before but it just walks you through without teaching anything.

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Lilah Brooks

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It's not specifically designed to teach you how to prepare others' taxes professionally, but it does teach you the principles and concepts as it analyzes your documents. I've found that learning through your own real tax situation makes the concepts stick better than theoretical examples. The explanations are incredibly detailed - they break down why certain deductions apply to specific situations, explain phase-out ranges for credits, and even point out potential audit flags. It's way more educational than TurboTax which just asks questions without explaining the underlying tax concepts.

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Kolton Murphy

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Just wanted to follow up - I tried taxr.ai after seeing it mentioned here and it's been super helpful! Not exactly a formal "course" but I learned more from seeing my actual tax documents analyzed than I did from reading tax guides. It highlighted several credits I qualified for that I didn't even know about. The explanations were clear enough that I felt confident helping my sister with her taxes afterward. Definitely recommend it for hands-on learners!

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Evelyn Rivera

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If you're serious about learning tax prep properly, don't just take a course - you need practice with real scenarios. After struggling to get answers from the IRS for weeks about some specific tax regulations, I used Claimyr (https://claimyr.com) to actually get through to an IRS agent. They have this cool demo video showing how it works: https://youtu.be/_kiP6q8DX5c I was able to ask detailed questions about specific scenarios that online courses just don't cover. The IRS agent I spoke with actually recommended specific continuing education resources that were more up-to-date than some of the courses my colleagues had taken.

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Julia Hall

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Wait, how exactly does this work? I thought nobody could get through to the IRS phone lines. Is this an appointment service or something?

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Arjun Patel

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Sounds like BS honestly. The IRS wait times are ridiculous and no service is going to magically get you through faster than everyone else. And even if you do get through, most IRS agents just read from scripts and can't give specialized training advice.

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Evelyn Rivera

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It's actually pretty simple - they use technology to wait on hold for you with the IRS, then call you when they get a live agent. So instead of being stuck on hold for hours, you just get a call when someone's actually available to talk. It saved me about 3 hours of hold time. The agent quality definitely varies, but I got someone really knowledgeable who had previously worked as a tax educator. They pointed me toward the official IRS continuing education portal that has specialized training modules - way more specific than the generic courses most people take.

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Arjun Patel

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Jade Lopez

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Don't overlook community colleges! I took a tax preparation course at my local community college for about $300, and it was comprehensive. The instructor was a retired IRS agent who provided real-world scenarios and explained everything clearly. Many community colleges offer both in-person and online options for tax preparation courses, and they're often much cheaper than the commercial programs. Plus, they usually provide certificates that look good when applying for seasonal tax prep positions.

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Tony Brooks

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Did your community college course prepare you for the CTEC certification or any other tax preparer exams? I'm in California and need that specific certification.

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Jade Lopez

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My course wasn't specifically designed for CTEC, but it covered all the material needed for that exam. I had to separately register for the CTEC exam after completing the course. If you're in California, you'll want to specifically look for a course that advertises CTEC preparation - most community colleges in CA offer these specialized versions of tax prep courses. The advantage of the community college route is they'll often include study materials for the certification exam as part of the course fee, which saves you money compared to buying them separately.

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Has anyone tried the Surgent Income Tax School? Their website looks good but I can't find many reviews. I'm debating between that and the H&R Block course.

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Yara Campbell

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I took the Surgent course last year. It's decent but very text-heavy with fewer practical examples than I expected. H&R Block's course has more hands-on practice scenarios which helped me remember the concepts better. Surgent is good if you're already somewhat familiar with taxes and learn well by reading, but H&R Block is better for beginners.

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Zoe Dimitriou

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Another option to consider is the Penn Foster Tax School - they offer a comprehensive online program that's self-paced and covers everything from basic individual returns to more complex scenarios. What I liked about it is that they provide real tax software training (using actual professional software, not just consumer versions) and include practice with mock client situations. The course covers all the fundamentals you mentioned - deductions, credits, filing statuses, plus things like rental property, small business income, and retirement distributions that come up frequently even in "simple" individual returns. They also keep the materials updated each tax season, which is crucial since tax laws change. The enrollment fee is reasonable (around $400-500 when I checked), and you get access to their materials for the entire tax season, so you can refer back as needed. They also offer job placement assistance if you decide to pursue seasonal work later. Might be worth looking into alongside the other suggestions here!

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