Individual Income Tax Course

The Individual Income Tax Course is a comprehensive introduction tailored for thoseeager to explore the realm of individual income taxation within the United States. Thismeticulously structured course is aimed at demystifying the fundamental concepts ofindividual income tax, laying a robust groundwork for participants to navigate thecomplexities of U.S. Tax Law with confidence.


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Course Syllabus

Phone: 718-401-3054

Off-season Office hours: Mon - Fi, 10AM to 4PM

In-season Office hours: Mon - Fi, 9AM to 9PM
Sat, 10AM to 5PM
292 Helena Avenue
Yonkers, NY 10710

Course Title

Individual Income Tax Course

Program Description

The Individual Income Tax Course is a comprehensive introduction tailored for those eager to explore the realm of individual income taxation within the United States. This meticulously structured course is aimed at demystifying the fundamental concepts of individual income tax, laying a robust groundwork for participants to navigate the complexities of U.S. Tax Law with confidence.

Spanning across 9 engaging sessions, 2 hours duration each, the course is designed to accommodate the needs of learners with thoughtful consideration, including a brief 5-minute interlude to refresh and regroup. Through a blend of theoretical knowledge and practical insights, participants will embark on a learning journey that equips them with the essential skills and understanding necessary to tackle the challenges of tax preparation and planning.

Tax Category

Federal tax Law.

Continuing Education (CE) Credits

Upon successful completion of the course, participants shall receive a maximum of 18 CE Credits.

Successful completion of the course means:
• Registering using the official registration form on our website.
• Acknowledging and agreeing to the policies and requirements set forth in the Syllabus and policy section.
• Meeting all the requirements specified in the “Course requirements” section of this syllabus.

Instructor Information

Jorge N Ramirez

Born on February 24, 1951, in Guayaquil, Ecuador, is the CEO of All Tax Solution and a renowned figure in the tax industry. With a solid educational foundation from the Universidad Laica Vicente Roca Fuerte and over 15 years of managerial experience at the Conticor Group in Ecuador, he moved to the United States in 1999 to continue his career. Starting as a Tax Preparer at Jackson Hewitt and Ledwin Enterprise LLC in New York, he eventually founded All Tax Solution LLC and Our Business Quick Solution Corp., and co-founded LATAX, the Latino Association of Tax Preparers. An associated instructor in personal taxes since 2005, Jorge is deeply committed to empowering the Latino community in tax matters, developing training programs, and collaborating with community leaders. His personal life is marked by success, being married with five highly educated children and seven grandchildren. Jorge's future aspirations include making All Tax Solution a leading tax services partner in the U.S., emphasizing expert advice and solutions. His approach to life and business is deeply influenced by his evangelical Christian values, ethics, and service, alongside a passion for reading and nature.

Phone: 917-292-5982

Angel S Di Luca

Born on March 14, 1994, in Guayaquil, Ecuador, is an ambitious professional based in New York City. He began his career in 2013 at All Tax Solution as a customer support representative and has since advanced to Operations Manager, demonstrating significant leadership and organizational skills. In addition to his professional achievements, Angel has also ventured into education, developing and teaching a Basic Individual Income Tax Course in 2020. He is recognized for his honesty and professionalism, with aspirations to further contribute to the field by developing new tax courses and offering Continuing Professional Education (CPE) credits to enhance the proficiency of tax professionals.

Phone: 718-414-2474


- Basic math skills: Understanding of basic arithmetic operations is essential for the calculation of deductions, credits, and income tax. This includes the four fundamental mathematical operations: addition, subtraction, multiplication, and division.
- English proficiency: As the course involves complex terminology and reading of tax forms and publications, a good command of the English language is necessary for comprehension and effective communication.
- Computer literacy: Familiarity with using computers, basic software (like Microsoft Office), and the internet is important for accessing the course per se, and navigating the tax software.
- No Prior Tax Knowledge Required: This course is designed for beginners, so no previous tax knowledge or experience is necessary.

Learning Objectives

- Participants will gain a foundational understanding of the principles underlying U.S. tax law, including the structure of the federal tax system and the roles of various tax agencies.
- Learners will be able to identify various types of income (such as earned income, investment income, and passive income) and understand how each is treated under U.S. tax law.
- Participants will learn how to apply the standard deductions and certain tax credits to lower taxable income and reduce tax liability, understanding the difference between deductions and credits.
- By the end of the course, learners will be equipped to prepare a basic Form 1040, understanding how to report income, claim deductions, and calculate the appropriate tax and credits.
- Participants will also have a general understanding of the use of Drake Software.

Course Material

Participants will be provided via separate emails, or via a file-sharing system (for which a link would be given to the participant), with:
- A transcript of the slides in PDF format
- A copy of the current Form 1040 in PDF format
- A copy of the current IRS Publication 17 in PDF format
- A copy of an interactive Worksheet for determining support in XLSM format (to be opened in Microsoft Excel)
- A copy of the current Earned Income Credit Worksheet in DOCX format (to be opened in Microsoft Word)
- A copy of the current IRS Publication 596 in PDF format
- A copy of the current Form 8867

Course Requirements

- The course comprises 9 sessions of 2 hours each. Sessions will take place Tuesdays, Wednesdays, and Thursdays, 1 session each day, during a period of 3 weeks. Date and time will be provided accordingly and prior to the registration period.
- Participants must be at least 18 years of age.
- The delivery method is via Zoom meetings. It is not necessary for the participant to create an account with Zoom.
- Participants must register using the official registration form on our website and provide the following information:
• Name and last name (As shown on their PTIN account, if applicable)
•Email address
•Phone number
•Date of birth
•PTIN (If no PTIN, enter NA)
•Their agreement with the course requirements and policies
- Upon registration, participants will receive a unique Zoom link. This link MUST NOT be shared with anybody else. Participants must join the sessions using this link only. The same link will work for all 9 sessions. When joining, participants must make sure their name is displayed correctly so we can accurately record their attendance. If the participant did not receive the unique Zoom link, they must contact us so we can resend it.
- Participants must have a computer, laptop, or tablet with internet access to join the sessions.
- During sessions, participants’ microphones will remain muted. Questions may be asked using the Zoom chat box.
- For the software practice, a computer or laptop with Windows operating system is required. Drake Software does not run on any other operating system. An All TaxSolution representative will contact theparticipants to assist them with the downloading, installation, and configuration of Drake Software.
- Participants must attend all sessions, remain connected during the entirety of the session, answer all polling questions, and provide their feedback at the end of the course through a survey we will send them, in order to receive the Certificate of Completion and have their CE credits reported to their PTIN accounts.


Sessions will be held on Tuesday, Wednesday and Thursday over a 3 week period. Dates and times will be provided at a later date. Below is the schedule diagram and course content.
Tuesday Wednesday Thursday
Week 1 Session 1 Session 2 Session 3
Week 2 Session 4 Session 5 Session 6
Week 3 Session 7 Session 8 Session 9
Session Subject Duration (Minutes) Contact hours
1 Generally used acronyms 30 1
Taxpayer definition 20
Substancial Presence Test 20 1
Income definition 30
2 Tax Year 5 1
Individual income tax 20
Individual Income Tax Return 25
The Tax Preparer 5 1
Form 1040 15
Filing Status 30
3 Dependents definition 100 2
4 Standard Deduction 50 1
Higher Standard Deduction 25 1
Standard Deduction for Dependents 25
5 Tax Identification Numbers 20 1
Support Forms for Income 30
Types of Income 5
Form W2, Wage and Tax Statement 10
Tax Withholdings and FICA 5
Tax Credits: Refundable & Non-Refundable 10
Child Tax Credit 5
Additional Child Tax Credit 5
Other Dependent Credit 5
Child and Dependent Care Credit 15
6 Eardned Income Tax Credit 50 1
Due Diligence 50 1
7 Interview with a taxpayer 50 1
Class Work No. 1 50 1
8 Class Work No. 2 100 2
9 Introduction to Drake Software and completion of practice returns in the software 100 2
Column explanation

- Session: This is the session number.
- Subject: This is the topic that will be discused during the session.
- Duration (Minutes): This is the time allotted for each topic measured in minutes.
- Contact hours: This column shows the number of contact hours to be completed. A contact hour is equivalent to 50 minutes of lecture.
IMPORTANT: The last five hours of the course, spanning from the second hour of session 7 towards the end of the course, correspond to the practice segment. The practice segment of our basic tax course is designed to offer participants hands-on experience in completing tax returns, mirroring real-world scenarios without the assistance of tax software. This hands-on approach is central to understanding the intricacies involved in tax preparation, enhancing one’s ability to navigate through the complexities of tax laws and regulations with confidence. Participants will engage in completing two straightforward tax returns, employing the traditional method of manual calculation and form completion. This process is intended to deepen the understanding of tax fundamentals, encouraging a meticulous examination of tax forms and the calculation processes involved.

The necessary forms and publications for these exercises are the official IRS tax forms and publications (e.g. Form 1040) accessible in PDF format directly from the IRS’s official website. These forms are designed to allow user input directly on a computer, making it convenient for participants to fill out the forms digitally. All calculations throughout the exercises will be conducted using a regular calculator. This approach is intended to simulate a more traditional tax preparation scenario, focusing on the manual aspect of tax calculation and form completion.

Participants will need to have PDF reader software installed on their computers. This software is essential for opening and interacting with the Form 1040 PDF files. Ensuring compatibility and functionality of the PDF reader with the forms beforehand is recommended to avoid any disruptions during the practice sessions.

Initially, the instructor will demonstrate the completion of the tax returns, line by line, guiding the participants through each step of the process. This demonstration serves as a practical example, showcasing the application of tax laws and the detailed filling out of Form 1040. Although the exercise starts as a demonstration, participants are strongly encouraged to actively engage by completing the forms alongside the instructor. This active participation is critical in solidifying the understanding of tax return preparation.

Participants have two options for following along and completing the tax returns:

a. Participants may choose to use the digital version of the current Form 1040 on their computers. This option requires inputting information directly onto the PDF form using a computer, necessitating a functional PDF reader software.
b. Alternatively, participants may opt to print out the current necessary forms and fill in the information by hand. This option may appeal to those who prefer a physical interaction with the tax forms, offering a different dimension to the learning experience.

Verification of Attendance

The verification of attendance will be done in 2 ways:

- By recording the time the participant joins in the session (log in), and the time the participant leaves the session (log out). As stated in the Course Requirements section, the participants must ensure their name is correctly displayed during the session. In the case a participant’s name is incorrectly displayed, they will beplaced in the waiting room until they correct their name. If a participant is placed inthe waiting room, they will not be able to see the presentation of the course, nor listen to the instructor, they will need to contact us immediately for assistance on how to change their display name.
- By answering polling questions. Participants must answer ALL polling questions to substantiate their attendance. The polling questions will be presented to the participant using the polling question feature of Zoom at random time during each session. The polling questions are based on the information that has already being presented and are not an assessment of knowledge, which means that participants must answer the polling questions even if they do not know the correct answer.

Course Policy

1. Continuing Education (CE) credit reporting
In alignment with our commitment to maintaining the highest standards of professional development and regulatory compliance, Continuing Education (CE) credits earned through participation in this course will be reported to the Internal Revenue Service (IRS) for crediting to participants' Preparer Tax Identification Number (PTIN) accounts only if they fulfill the attendance verification requirements as outlined in the "Verification of Attendance" section of the Course Syllabus as well as the requirements outlined in the “Course requirement” section of the Course Syllabus. Participants who meet the attendance verification criteria will have their CE credits reported to the IRS for the corresponding course. The reporting process adheres to IRS guidelines and timelines, ensuring that participants' professional education credits are accurately and promptly reflected in their PTIN accounts. Failure to comply with the attendance verification requirements may result in the non-reporting of CE credits to the IRS. It is the responsibility of each participant to adhere to these policies to ensure their professional development efforts are duly recognized and recorded.

2. Refund of registration fee
All Tax Solution is committed to providing participants with a transparent and fair process for managing refunds. Accordingly, participants who wish to cancel their enrollment in the course may request a full refund of their registration fee under the following condition: A refund request must be submitted no later than 24 hours prior to the commencement of the course. Requests received after this deadline will not be eligible for a refund. To request a refund, participants must notify the course administration via the designated communication channel (e.g., email, online form) provided at the time of registration. The organization will process approved refunds within a specified period, typically within 7-10 business days, crediting the amountback to the original payment method used during registration.

3. Technical Support
Technical support will be available to assist with access issues or difficulties with online platforms.

4. Supporting materials
It is of the utmost importance for participants to understand the scope and purpose of the supporting materials provided throughout the course. To this end, the following policy has been established regarding the use of such materials:

a. Purpose of supporting materials
All supporting materials provided during the course, including but not limited to presentation slides, handouts, and any other educational aids, are intended solely for didactic purposes. These materials are designed to facilitate understanding of the course content and to aid in the learning process.

b. Limitations on use
The supporting materials are not to be used as legal references or authoritative sources for the preparation of individual tax returns. While these materials aim to provide accurate and up-to-date information relevant to the course topics, they should not be relied upon for legal advice or as definitive guidance on tax preparation practices.

c. Acknowledgement of policy
By participating in this course, participants acknowledge their understanding and acceptance of this policy. Participants agree to use the supporting materials in accordance with the limitations set forth herein and acknowledge the importance of relying on official sources for legal tax preparation guidance.

5. Intellectual property rights
All course materials, including but not limited to, presentations, handouts, videos, and any digital content, with the sole exception of IRS forms, schedules worksheets and publications, are the exclusive property of All Tax Solution or its licensors. Unauthorized reproduction, distribution, or use of these materials is strictly prohibited.

6. Disclaimer of liability
All Tax Solution is not liable for any direct, indirect, incidental, consequential, or any other damages resulting from the use of course materials or the application ofinformation learned within this course. The course content is provided "as is"without warranty of any kind, regarding its accuracy or applicability to specific tax situations. Participants are advised to consult the IRS or a qualified tax professional for personal tax advice.

7. Accuracy and timeliness
The course content is developed to reflect current tax laws and regulations at the time of offering. Tax laws and regulations change frequently, and All Tax Solution cannot guarantee that all course content will be up to date or include the latest changes. Participants are responsible for verifying the currentness of the information before applying it.

8. Technology use and Security
Participants are required to maintain the security of their access to the online platform, including the use of strong passwords, if applicable. All Tax Solution is committed to protecting the privacy and security of participant data in compliance with applicable data protection laws. Our privacy policy provides detailed information on how we collect, use, and protect your data.

9. Participant conduct
Participants are expected to conduct themselves professionally and respectfully at all times during the course. Inappropriate behavior, including harassment or disrespect towards instructors or peers, will not be tolerated and may result in removal from the course without a refund.

10. Course completion and certification
Course completion and the issuance of certificates or CE credits are based on meeting the specified criteria set forth on item 2 of this policy set. The award of a certificate or credits is a testament to the participant's understanding of the course material, not a guarantee of competency in tax preparation.

11. Changes to course offerings
All Tax Solution reserves the right to modify, cancel, or postpone courses due to unforeseen circumstances or insufficient enrollment. Participants will be notified of any changes and offered a refund or the option to enroll in a future course.

12. Policy Amendments
All Tax Solution reserves the right to update or modify the course policies at any time without prior notice. These changes may reflect adaptations to new educational standards, legal requirements, technological advancements, or enhancements to participant experience. We are committed to ensuring that our course remainsrelevant, compliant, and of the highest quality.Participants will be notified of any significant policy changes through email or announcements on the course platform. It is the responsibility of each participant to stay informed of any updates to the course policies by reviewing the information provided through official channels. Your continued participation in the course following any policy changes constitutes your acceptance of those changes.

13. Agreement
Participants are required to formally acknowledge and agree to comply with all course requirements, policies, and the information as outlined in the course syllabus. This agreement is essential to ensure a mutual understanding of expectations between the participants and the course administration, fostering a conducive learning environment. By completing the registration process, participants affirm their acceptance of the course's terms and conditions, requirements, and policies, along with the educational objectives and content detailed in the course syllabus. It is the participant's responsibility to review the course syllabus and related materials provided at the time of registration thoroughly. Registration and participation in the course signify the participant's informed consent to abide by the guidelines and procedures established by the course administration. Failure to agree with all course requirements, policies, and the information outlined in the course syllabus will result in the inability to register and attend the course sessions.

Course package options

18 CE Credits
Tax Course

Individual Income Tax Course ONLY

Early Bird: $795
Iteration dates:
1st iteration June 4, 2024 to June 20, 2024 (ES)
2nd iteration July 23, 2024 to August 8, 2024 (ES)
3rd iteration August 27, 2024 to September 12, 2024 (EN)
Individual Income Tax Course (18 CE Credits)
Course materials:
A transcript of the slides in PDF format
A copy of the current Form 1040 in PDF format
A copy of the current IRS Publication 17 in PDF format
A copy of an interactive Worksheet for determining support in XLSM format (to be opened in Microsoft Excel)
A copy of the current Earned Income Credit Worksheet in DOCX format (to be opened in Microsoft Word)
A copy of the current IRS Publication 596 in PDF format
A copy of the current Form 8867
Tax Course

Introduction to Schedules ONLY

Early Bird: $195
Iteration dates:
1st iteration June 25, 2024 to June 27, 2024 (ES)
2nd iteration August 20, 2024 to August 22, 2024 (ES)
3rd iteration September 17, 2024 to September 19, 2024 (EN)
Introduction to 1040 Schedules A, B, C, D, E. (No CE Credits)
Course materials:
A transcript of the slides in PDF format

Frequently Asked Question


Registration for this course minimum age is 18 years. The course will have 3 iteration dates depending which package you choose.

Individual Income Tax Course ONLY:
1st iteration: June 4, 2024 to June 20, 2024 (ES)
2nd iteration: July 23, 2024 to August 8, 2024 (ES)
3rd iteration: August 27, 2024 to September 12, 2024 (EN)

Individual Income Tax Course + Intro to Schedules (Bundle)
1st iteration June 4, 2024 to June 27, 2024 (ES)
2nd iteration July 23, 2024 to August 22, 2024 (ES)
3rd iteration August 27, 2024 to September 19, 2024 (EN)

Introduction to Schedules ONLY
1st iteration June 25, 2024 to June 27, 2024 (ES)
2nd iteration August 20, 2024 to August 22, 2024 (ES)
3rd iteration September 17, 2024 to September 19, 2024 (EN)


Zoom. You will receive a unique link after registration, please save it. If someone has not had previous experience with Zoom or believes that it would be necessary to do a test, you can contact any of our representatives by WhatsApp at the numbers provided here, to make an appointment and do a prior practice, so that on the start date you are good to connect to the sesion.

On a computer, click on: Join with computer audio;
On a tablet or smartphone, select: Call using internet audio

The use of a webcam during the course is mandatory, this ensures your presence and attention.


They must have a computer, laptop or tablet with internet access and note-taking facilities. Support material will be sent by email.

Later we will download Drake Software for practices and comparison of the exercises done manually (Only on laptop or PC with Windows operating system; not tablets, not Apple devices).


Your microphones will remain muted and questions can be asked in two ways:

- Writing in the Zoom chat
- Writing by WhatsAp to the following numbers:


Phone calls will not be accepted during the course.