Learn how to prepare personal taxes with us
Learn how to master personal tax preparation, obtain your PITIN, create companies and apply for EIN.
Personal Tax Courses 1040
How Our Tax Training Works
Our tax training combines face-to-face classes at our La Familia Multiservices offices with the use of Crosslink software to provide you with a complete and practical experience.
In this detailed course, we'll cover a wide range of topics related to personal tax preparation. From preparer ethics to Form 1040, attachments and software practices, we'll cover everything you need to know to become a tax professional.
Course Content
- Coach Ethics, learn about good practices when preparing a return in accordance with tax law.
- Form 1040, this is the form that covers tax returns for the different personal reporting statuses.
- Annexes, learn all about the breakdown of itemized deductions, how to work properly on a 1099 form of income and prepare an application well for people who generate their income on their own.
- Forms of Income, you will be able to identify and learn about the different forms of income that are subject to tax assessment before the IRS.
- Learn about the different types of credits and deductions available in a statement.
- Take the opportunity to practice with our Crosslink software, a first-rate tool.
- Examination, at the end of the course you will be able to obtain an evaluation to rate your learning.
- Learn the Due Diligence required for full compliance with the requirements required of a tax preparer.
In-person Classes
Take advantage of our face-to-face classes in small groups for more personalized learning.
Using the Crosslink Software
Learn how to use Crosslink software, an industry-leading tool, to streamline your tax preparation tasks.
Complete Training
By the end of our course, you'll be ready to master personal tax preparation. In addition, we'll help you get your PITIN number
Employment Opportunity
At the end of our course, you will have the opportunity to work with La Familia Multiservices.
Additional benefits of the training course
Not only does our training course provide you with the knowledge needed to prepare personal taxes, but it also includes many other benefits at no additional cost. We'll support you so you can get your PTIN (Preparer Tax Identification Number). In addition, you'll learn how to make personal tax application amendments using Form 1040X. In our classes you will have the opportunity to see real cases and their practical application. We will teach you the process for creating and incorporating companies in the state of Florida and how to apply for an EIN (Employee Identification Number) for companies.
- Through PTIN
- 1040x shape
- Intensive Practical Classes with real cases
- Request for an EIN
- Creation and Incorporation of Companies in the State of Florida
Courses
Choose the option that best suits your needs
Wait... There's even more!
Win! $50 for every course referral you send us!
Just as you hear it, course students who refer other students who also complete payment for the course will be given a cash back of $50. Also, if when you graduate from the course you are selected to work with La Familia Multiservices and you attract 10 new clients in the next tax season, you will have a cash back for the course of $200.
*Conditions apply.
6 months of inquiries FOR FREE with our instructors
Once you complete the course, the instructors will be available for consultation for 6 months during office hours.
Also, the courses will be recorded to serve students as support material.
Meet Our Trusted Instructors
We are proud to have highly qualified instructors, whose achievements and experience ensure the best training for our participants. Among our outstanding figures,
we have professionals with a solid academic record and extensive experience in preparing personal and corporate taxes.
In this edition, the course will be taught by José Hortola, an expert in the tax area and with recognized experience in training future tax preparers, guaranteeing practical, up-to-date and high-level teaching.
José Hortola has a solid track record in the accounting, administrative and tax areas, with more than two decades of experience in the public and private sectors both in Venezuela and in the United States. He is a Public Accountant graduated from the University of Carabobo, specializing in Tax Management and complementary training in International Financial Reporting Standards, in addition to recent certifications in QuickBooks and the IRS program.
In his career, he has held management and tax advisory positions, including the Municipal Finance Department in Valencia, Venezuela, and consulting companies in tax and accounting matters. He is currently part of the La Familia Multiservices team, where he leads personal and corporate tax preparation processes, oversees the team of tax preparers and ensures compliance with IRS regulations. His experience combines technical knowledge with management and leadership skills, making him a highly qualified professional to provide training in the area of taxes.
His passion for teaching and his in-depth knowledge of the subject make him an ideal instructor to help you master personal tax preparation.
FAQs
Find answers to the most common questions about our training course. You'll be able to learn how to prepare taxes like a pro.
Your tax preparation career starts here.
To sign up for our training course, you only need to be interested in learning about personal taxes. No previous accounting knowledge or experience is required.
The course from Monday to Friday has a total duration of 80 hours, the intensive Saturday course 32 hours, distributed in different schedules and modalities to adapt to your needs.
To sign up for our course, simply complete the registration form on our website. You can also contact us for more information.
In-person and online courses are limited in size. This allows us to provide personalized attention to each student.
Our course includes topics such as preparer ethics, forms of taxation, credits, software practices, and more. At the end of the course, students will also receive additional support to obtain their PTIN, create a company in Florida and apply for an EIN.
This course has no monetary cost to participants. It is specially designed for those who wish to train as tax preparers and develop their professional career working with La Familia Multiservices for a certain period.
There are no additional costs for any material, we are a company aware of our responsibility to the environment and most of our resources are digital.
Our general attendance requirements state that participants must complete at least 80% of the training sessions to obtain the certificate of successful course participation.
Enrollment is allowed until the first 5 hours of classes have been covered inclusive.
No, it is not necessary to have a high school, higher education or university degree.
You must be at least 18 years of age at the time you enroll in the course.
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Learn how to prepare personal taxes with our expert accountants and teachers.
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Learn from the best!
Doral 46 is the office of our founder Álvaro Castillo and where our course instructors work.
Our Founder Álvaro Castillo has built a multicultural team, with employees from different parts of Latin America and with all kinds of experiences throughout our offices in Florida
Doral 46
Customer Testimonials
Find out how our students have succeeded
Juan Pérez
Accountant, ABC Company
María Gómez
Manager, XYZ Company
Luis Rodríguez
Owner, DEF Company
Personal Tax Courses -1040
Get expert training in personal tax preparation.
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More Information
Learn the ethical principles that govern tax preparation and how to apply them in your practice.
Get to know Form 1040 in detail and how to complete it correctly for your customers.
Learn to manage the attachments needed to report additional income and special deductions.
Discover the different forms of income that must be reported on the tax return.
Learn about the available tax credits and how to maximize them for your customers.
Practice using specialized tax preparation software to streamline your work.
Get ready for the tax preparation certification exam and get your accreditation.
Learn about the due diligence practices you should follow when preparing taxes.
