- 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.

- 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.

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

- 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
•Address
•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.

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:
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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.