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This program prepares participants to function as administrative support professionals in tax and accounting offices. It blends core office administration skills (e.g., communication, document management, scheduling, software applications) with tax-office‐specific knowledge (e.g., tax filings, credits, tax office workflow). Graduates will be able to assist tax preparers, handle client intake, manage records, and perform data and document tasks with an understanding of basic tax concepts.   Need more information, please visit our website at:  https://www.pontiscs.org/tax-administrative-assistant-course.

TAXAD 101 - Accounting and Bookkeeping Basics

A review of basic accounting principles, including double-entry bookkeeping, chart of accounts, and financial statements (balance sheets, income statements, cash flow statements).

TAXAD 102 - Tax Law, Ethics, and Due Diligence

This course provides tax professionals and aspiring preparers with a comprehensive understanding of the professional and ethical responsibilities that govern practice before the Internal Revenue Service (IRS). It focuses on the legal, regulatory, and ethical standards required to maintain integrity and avoid penalties in tax preparation and consultation.

TAXAD 103 - Office Procedures and Management

This course is designed to equip students with the essential administrative, technical, and interpersonal skills necessary to ensure the efficient, productive, and professional operation of a modern office environment. It covers the core procedures, management strategies, and professional conduct required for success in administrative support and office management roles.

TAXAD 104 - Computer Applications

This course provides a foundational and practical introduction to essential computer software and digital tools used for productivity in academic, professional, and personal environments. The primary focus is on developing hands-on proficiency with common business productivity software suites and understanding fundamental computer concepts and digital literacy.

TAXAD 105 - Individual Income Tax Preparation

This course is designed to help students build the foundational knowledge and practical skills needed to support individual tax preparation in a professional tax office. Students will learn the basic flow of Form 1040 preparation, common individual income documents, filing status, dependents, adjustments, deductions, credits, withholding, estimated payments, IRS notices, recordkeeping, and client intake procedures.

TAXAD 106 - Business Taxation (Foundational)

This course is designed to help students build the foundational knowledge and practical administrative skills needed to support business tax preparation in a professional tax office. Students will learn the basic flow of business tax support, common business entity types, business income documents, deductible expenses, bookkeeping records, payroll records, information returns, business credits, estimated payments, IRS notices, recordkeeping, and client intake procedures for business taxpayers.