The Universal Accounting Financial Services program certifies you as a professional tax preparer for individuals and businesses as well as how to service the Accounting and Bookkeeping needs of your clients. Combine the two services and greatly increase your profits and make marketing your service to businesses with varied needs much easier. It is a natural fit that if you do a company's books, you are the one most qualified to do their taxes because of your knowledge of their financial situation. You will also be very well positioned to advise business owners how to minimize their tax burden.
Learn More About the Benefits of becoming a Full Financial Services Provider
Offering Tax Preparation is a great way to get started providing Financial Services for small to medium businesses and to individuals. If you are considering adding Accounting and Bookkeeping services to your Financial Services business at some point, you get a great price by purchasing both programs as a bundle.
Learn More about the Professional Tax Preparer™ certification.
Having a solid understanding of the Accounting and Bookkeeping methods and procedures is a great first step in learning the concepts behind Financial Business Analysis. You will learn to do books for small to mid-sized companies and how to analyze the books to prepare reports. You will learn to interpret reports so that you can advise your clients how to reduce costs and to better understand their financial standing and profitability. Your clients will look to you as an invaluable source of information about the financial health of their organization.
For those interested in a pursuing Accounting and Bookkeeping as a career, the Professional Bookkeeper™ (PB) Program prepares you to excel in these fields.
Learn More About the Professional Bookkeeper™ career track
If you are considering adding Accounting and Bookkeeping services to your Financial Services business at some point, you get a great price by purchasing both programs as a bundle.
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.
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.