Professional Tax Preparation Level II

Comprehensive Course Outline

Duration: 60–80 Hours (10–12 Weeks)

KKC Academy Learning Outcome

Upon completion of the Professional Tax Preparation Level II program at KKC Academy Inc., graduates will possess the knowledge, technical skills, and practical experience necessary to prepare intermediate-level federal individual income tax returns, advise clients on common tax matters, utilize professional tax preparation software, comply with IRS regulations and ethical standards, and perform confidently as a professional tax preparer or advance to Professional Tax Preparation Level III for more advanced individual and business taxation topics.

Course Content

Module 1 – Tax Law Updates & Advanced Review
Module 2 – Advanced Filing Status & Dependency
Module 3 – Business Income (Schedule C)
Module 4 – Self-Employment Tax
Module 5 – Rental Property (Schedule E)
Module 6 – Capital Gains & Investments
Module 7 – Retirement Income
Module 8 – Social Security Benefits
Module 9 – Itemized Deductions (Advanced)
Module 10 – Education Benefits
Module 11 – Health Insurance & Premium Tax Credit
Module 12 – Foreign Income & Foreign Tax Credit
Module 13 – Alternative Minimum Tax (Introduction)
Module 14 – Advanced Tax Credits
Module 15 – Adjustments to Income
Module 16 – Estimated Taxes & Penalties
Module 17 – IRS Notices & Audit Basics
Module 18 – Tax Planning
Module 19 – Tax Preparation Software
Module 20 – Professional Tax Office Workflow