Hands-On Training

Gain practical experience preparing business tax returns using ProConnect.

Comprehensive Problem Solving

Work through guided examples and learn how to approach common business return preparation questions.

Practical Return Examples

Follow guided examples in ProConnect and practice working through business tax returns step by step.

About the Course

Build a practical business return workflow in ProConnect. Follow recorded lessons on business structures, C corporation tax forms, and a partnership return example. Connect the tax concepts with software entries, financial statements, and return review. Who it is for: bookkeepers adding tax services and tax professionals building business return skills. Basic tax knowledge is helpful. Before you enroll: you need access to ProConnect to practice alongside the demonstrations. Review the live curriculum below for the exact chapters and lessons included.

Kateryna’s Story: From Burnout to Freedom with a 6-Figure Seasonal Tax Business

I know what it’s like to be exhausted—working all day just to survive, studying at night, running on caffeine and hope.  For years, I woke up before sunrise to start my shift, then rushed straight to class in the evening, only to stay up late doing homework. I was tired. But I had a dream. Eventually, I earned my CPA license. I worked in the music industry, then at one of the Big Four firms—Ernst & Young—preparing complex tax returns for major clients. It was valuable experience, but deep down, I wanted something more: Freedom. Flexibility. My own business. So I left. I’ve now been self-employed for 5 years, working only during tax season—and taking the rest of the year for myself. Tax preparation gave me the life I dreamed of. If you’re tired but still dreaming—this is for you

Curriculum

3 Chapters · 20 Lessons

    1. (Included in full purchase)

      Chapter 1.1 - Introduction to the Course Structure

    2. (Included in full purchase)

      Chapter 1.2 - History of C Corps - Why tax prep saves the world, enhances economy, importance of taxes

    3. (Included in full purchase)

      Chapter 1.3 - Differences between C-Corps, S-Corps, Partnerships and LLCs

    4. (Included in full purchase)

      Chapter 1.4 - Advantages and Disadvantages of C Corporations

    5. (Included in full purchase)

      Quiz - Module 1

    1. (Included in full purchase)

      Chapter 2.1 - Form 1120, Page 1

    2. (Included in full purchase)

      Chapter 2.2 - Schedule C - Dividends, Inclusions, and Special Deductions

    3. (Included in full purchase)

      Chapter 2.3 - Schedule J - Tax Computation and Payment

    4. (Included in full purchase)

      Chapter 2.4 - Schedule K - Other Information

    5. (Included in full purchase)

      Chapter 2.5 - Schedule L - Balance Sheets per Books

    6. (Included in full purchase)

      Chapter 2.6 - Schedule M-1 - Reconciliation of Income (Loss) per Books with Income Tax Return

    7. (Included in full purchase)

      Chapter 2.7 - Schedule M-2 - Analysis of Unappropriated Retained Earnings per Books

    8. (Included in full purchase)

      Chapter 2.8 - Schedule M-3 - Expansion of the information provided on Schedule M-1

    9. (Included in full purchase)

      Module 2 - Quiz

    1. (Included in full purchase)

      Lesson #1: Overview of Partnership as business entity/Form 1065

    2. (Included in full purchase)

      Lesson 2: Financials – P&L and BS (TB) and Prior year info

    3. (Included in full purchase)

      Lesson #3: Book and Tax Adjustments

    4. (Included in full purchase)

      Lesson #4: Input Data into the Tax Software -Reconciling the Balance Sheet

    5. (Included in full purchase)

      Lesson #5: Input Data into the Tax Software - Reconciling the Income Statement

    6. (Included in full purchase)

      Lesson #6: Finalizing the return - Important points

Ready to Build Your Business Tax Skills?

Enroll now and unlock the full potential of your tax preparation skills. Take the first step towards becoming a proficient tax filer today!

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