Most companies of 20 or more employees set aside money each year to pay for educational expenses of employees just like you. You may know those in your department or others that have attended professional seminars or gotten tuition reimbursement paid for by your employer.
The purpose of this article is to prepare you to request educational assistance from your current employer by focusing on the benefits to the company. This is the first principle of sales: Show another why they want to do what you want them to. They need to see, "What's in it for me?" You don't have to approach your boss feeling like you are asking for a handout. You aren't. By advancing your training, you become a much more valuable asset to your company. They benefit from your knowledge, gaining much more than they pay.
Sometimes it is hard to approach your boss and ask for something that costs money. For those that feel shy about asking for educational assistance, we have created a Web page that you can send your employer that does all the selling for you. It explains the benefits the company will receive by paying for your Professional Tax Preparer™ course. Just click on the link below and copy the Web address and send it to your boss, mentioning that this is some training that might be of benefit. Let us do the selling, or read on and get the main points.
When you click on the link below, highlight the Web address with your mouse (so that it turns blue). Then right-click on the highlighted Web address and select copy. Then just paste the Web address into an email to your boss explaining that this is training you would be interested in and let the article do the selling for you.
Send Your Employer To This Web Page to Show What's In It For Them to Purchase PB Training for You
So let's go over a few of the benefits that your employer will gain from purchasing the Professional Tax Preparer™ course for you. They will need a reason why the company should pay for your education, so here's a few.
With the hands-on training provided for by the Professional Tax Preparer™ program, you are prepared to provide services for your employer that you don't have training in now. Your boss will see that they are getting services from you that they are not getting now.
If you work for a small business with less than 30 employees, it is likely that your boss either hires out tax preparation for their company or does the work themselves. If they hire out the work, your boss would likely love to save themselves the money by having you do the work. If they do it themselves, they would likely love to free themselves of this work load placed upon them. Companies with more than 30 employees often have a designated person that does many of the taxes. Learning now puts you in good position to take over that spot as vacancies occur in the future.
Remind your employer that you are a loyal and dedicated employee. Remind your boss of times when you went above and beyond, stressing your work ethic. Show excitement to be able to assist the business in greater ways than you can now without training provided by the Professional Tax Preparer™ (PTP) program.
Once you have your PTP designation, your employer will value your opinion more. As you take the PTP course, explain to your employer the skills that you are learning and stress similar tasks that you can now perform for the company.
When you earn your PTP, display it in your office to subtly remind your coworkers and boss that you are someone they can go to for help with advanced tax issues.
If your employer prints business cards for you, the next time that he or she has cards printed up for you, have the PTP designation added to the end of your name (for example: Samantha Smith, PTP). Your email signature (the text that appears at the bottom of your emails) can also include your PTP designation.
In short, gently sell yourself. As you present yourself as a Professional Tax Preparer, you will be surprised by how differently you are treated and how much more that your opinions will be sought after. So what changed? The perception that others have about you. Even if you already knew many of the principles that you learn in the Professional Tax Preparer™ program, achieving the designation makes you more confident in your abilities and your employer MUCH more confident in your tax preparation skills.
Most importantly, once you have earned the Professional Tax Preparer™ designation, if you have expressed to your boss the kinds of things that you are learning, as promotional opportunities arise, your employer will think of you first. Promotions normally come with raises, making the Professional Tax Preparer™ program a quick way to advance your career and improve your financial situation.
Even if promotional opportunities do not immediately present themselves, by showing your increased worth to your boss, when it comes time for raises to be handed out, you will stand out from the crowd as one that takes initiative and wants to advance.
If your current employer cannot or will not give you the money that your increased knowledge give you, you now have options. You are free to look for a better job and an increased income elsewhere. Sometimes a move up means moving on, but it is on your terms and because you wanted advancement. Without certification, you are more at the mercy of your employer. With it, you are in a position to advance, whether that advancement is with your current employer or not.

You certainly won't tell your employer that to retain your employment, they need to pay for additional education, but they know that to keep the top-tier employees, they need to give them reason to be loyal to the company.
You can explain that you look forward to helping the company in ways that the Professional Tax Preparer™ program can prepare you for. Describe how excited you are to contribute to the company's success over the coming years. In many industries, retaining the best employees is a major concern to businesses. Show your boss how learning with the Professional Tax Preparer™ program is making you think of employment with them in the long term. Presenting your feelings for your company this way will show that investing in you is money that will pay for itself over the long run. Also, showing that you are thinking long-term with respect to the company that you work for shows that you see a future with them and that they can count on you.
Most employers know that getting and keeping the best employees is worth the effort . . . and the money. The training that the Professional Tax Preparer™ program provides is the kind that your employer can put to work right away. The hands-on exercises in the course gives you practical experience in the day-to-day processes of tax preparation. Your employer will have the confidence to know that you can do many of the tasks that they already pay someone else to do or that they have to do themselves. Your employer gets a great employee that they are already sold on and you get the chance to learn and advance your career. It is a true win-win for everyone.
Some employers ask for you to pay up-front and then have a reimbursement policy upon successful completion. You may want to go ahead and take the Professional Tax Preparer™ course yourself and then seek reimbursement as you show your employer that your value to them has expanded due to your Professional Tax Preparer™ training.
If your employer doesn't have educational assistance currently, you can still feel confident that with the first great raise that you get with your current job the Professional Tax Preparer™ program will more than pay for itself. Even if your employer is not willing to invest in you, to move forward in your career, you must invest in yourself. If your present employer doesn't see your true value, when you get a better job elsewhere, you can feel confident that your next employer will. You owe it to yourself to accelerate your career and to continually become more.
Training Included:
Establishing the Tax Foundation -- Course Module 1
Learn the entire process for determining income and adjustments to income, which will factor into the Adjusted Gross Income. In fact, you will cover all the information necessary to prepare Page one of the Form 1040. -- 10 Videos & Manual
Becoming the 1040 Expert -- Course Module 2
The module deals with the background information and forms that go into Form 1040, Page 2. We also discuss all the adjustments that can be made to adjusted gross income, including credits that are allowed and different types of deductions and exemptions that can be taken against that adjusted gross income number. -- 9 Videos & Manual
Profitable Business Returns -- Course Module 3
In Module 3, we introduce you to the world of business organizations and their tax concerns. This module is a practical companion to Module 2, as it gives you experience in completing each of the schedules and forms common to business organizations. -- 8 Videos & Manual
Building Your Successful Tax Practice -- Course Module 4
This module has been developed to give you a head start in creating and running your own tax preparation service. You will find yourself light years ahead of the competition as you put these strategies into play. -- 5 Videos & Manual
Four Additional Months Follow-up Support
2 month support for each module purchased plus 4 additional for a total of 12 months follow-up support
Professional Tax Certification Exam
Get Certified as a Professional Tax Preparer Certificate of completion (final grade greater than 65%)
Professional Tax Preparer designation (with 90% or better grade)
Customized Web Site (Free Promotional Offer)
With your purchase we will create a custom Web site for your business and host it for you for free for 6 months. Your Web site will become a valuable part of your marketing; in many cases you may only need to refer prospective clients to your site and it will sell your services for you. See custom Universal Accounting® Websites
Professional Tax Preparer Guarantee
If, after completing the course, you feel the course didn't live up to your expectation, simply return the materials to Universal, for a 100% refund of any monies paid.
Call us today at 877-833-7909 to get started.
We will customize a program for you based on your career goals, experience level, and budget.
Learn What's In It For Your Employer to Purchase PTP Training for You