Pronto Tax School - Course Access

   

Course Description

As remote work, multi-state businesses, and mobile clients become increasingly common, tax professionals are encountering more complex multi-state filing requirements than ever before. What was once considered a niche issue is now a routine part of preparing individual and business tax returns. This course provides a practical, structured approach to navigating multi-state taxation without getting overwhelmed by state-by-state rules.

Rather than attempting to memorize the nuances of every jurisdiction, this training focuses on a repeatable decision-making framework that can be applied across all states. Through common real-world scenarios—including remote workers, rental property owners, pass-through entities, and part-year residents—this course emphasizes pattern recognition and risk awareness.

Designed for beginner to intermediate tax preparers, this session equips tax professionals with the knowledge and workflows needed to confidently approach multi-state returns, recognize red flags, and know when additional review or research is required. By the end of the course, attendees will be better prepared to handle increasingly complex client situations while maintaining accuracy and compliance and also minimizing the tax liabilities of your clients.

Course Objectives

  • Identify and distinguish between resident, nonresident, and part-year resident filing requirements

  • Determine the proper state sourcing of various types of income, including wages, business income, and rental income

  • Apply the framework for avoiding double taxation through credits for taxes paid to other states

  • Recognize common multi-state tax issues and red flags that require additional analysis or caution

Meet Your Instructor

Andrew Freiburghouse, known as Andy Frye in "Tax World," is a tax consultant and Enrolled Agent (E.A.) licensed to represent taxpayers before all levels of the IRS. Andy started his tax career as a tax preparer at Pronto Income Tax of California, Inc., a third-generation family business with multiple locations based in Southern California. After preparing more than 10,000 tax returns and developing extensive employee training programs within his family business, Andy founded Pronto Tax School, Inc., an online training company that educates and empowers tax professionals and taxpayers nationwide. Pronto Tax School is an IRS-approved education provider that offers credentialing and continuing education certificate programs, as well as career advancement and business development training. Andy is a graduate of Santa Clara University, the Goldman Sachs 10,000 Small Businesses Program, and The School of Tax Business Hard Knocks.

Andy Frye, EA

Founder, Pronto Tax School

Course curriculum

  • 01

    Getting Started

    • *** Before You Start, PLEASE READ THIS!

    • Getting Started Quiz

  • 02

    The Materials

    • Glossary

    • Presentation Slides (PDF)

    • Webinar Recording (VIDEO)

    • Review Questions

    • Exam Questions

  • 03

    Tools & Templates

    • Multi-State Case Studies

  • 04

    Final Steps

    • IMPORTANT --> Finalizing Your CE / CPE Credits, Hours Reporting Timeline, Etc.

    • 5 Minute Feedback

Additional Course Details

  • Education Provider: Pronto Tax School, Inc.
  • Instructional Delivery Method: QAS Self-Study Program
  • Recommended CPE Credit: 1 hours and 1 Hour CE for IRS
  • NASBA Field of Study: Taxes
  • Program Knowledge Level: Intermediate
  • Prerequisites: Understanding of the fundamentals of tax preparation and consulting, as taught in a Basic Income Tax Course, for example this course.
  • Advance Preparation: None
  • NASBA Sponsor: Pronto Tax School, Inc.
  • NASBA Sponsor #143984
  • IRS-Approved Education Provider: Pronto Tax School, Inc.
  • IRS Course Number: MPMDK-T-00197-26-S
  • Refund / Cancellation Policy: Full refund available within 14 days of purchase if you are unsatisfied for any reason (except if course completed more than 75%, in that case, there will be no refund available, even if within 14 day period).
  • Complaint Resolution Policy: click here to contact our support team anytime, we resolve any issues amicably and working as a teammate with our valued Members.

Pronto Tax School, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.