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Course Description

Plug-and-play templates you can use in your tax business and tax career.

You can get started today and you'll have 365 days access to all materials so that you can work through the course at your own pace.

If you have questions about whether or not this course is the right fit for your needs, please feel free to contact our customer support team via email or call us (or text message us) directly (310) 422 - 1283.

Course curriculum

  • 01

    Templates

    • Confirmation of Understanding

    • Business Tax Pre-Employment Assessment

    • CPA Adam Shay Pricing Process

    • Business Tax Return Preparation Checklist (CPA Adam Shay)

    • Business Tax Return Document Request (CPA Adam Shay)

    • QBI Deduction Protector Spreadsheet

    • Questionnaire for Clients When Choosing a Business Structure

    • Accountable Plan Expense Reimbursement Template

    • Tax Savings Estimator for Startup Business

    • Simple Profit and Loss Template

    • Plug-and-Play Explanation of Accountable Reimbursement Plan

    • Request Accounts Reconciled Template Email

    • Unadjusted Financials TEMPLATE

    • Payment or Refund Detailed Instructions TEMPLATE

    • Magic Spreadsheet (S Corp Strategy)

Additional Course Details

  • Education Provider: Pronto Tax School, Inc.
  • Instructional Delivery Method: QAS Self-Study Program.
  • Program Knowledge Level: Intermediate
  • Prerequisites: General knowledge of federal tax law and its practical application. 
  • Advance Preparation: None
  • 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 the green "Need Help?" button below to contact our support team anytime. We resolve any issues amicably and working as a teammate with our valued Members.