What questions do you have about tax prep? Here's some free resources: Free printable with all the info: finepoints.newzenler.com/f/tax-preparer-pdf TaxBiz Free Workshop: sk293.isrefer.com/go/Workshop/ML82/
@GraysonNathan-v8y
18 күн бұрын
My life changed too when I started doing this and putting money in stocks. The first few years it as really great, but this year I haven't felt like my portfolio is doing well. I have lost more than $40,000 from my portfolio the past four months, and it's now very worrisome.
@LincolnFelix-s4z
18 күн бұрын
The year has been really rough for everybody. But I've been able to cushion the effect though. Have you thought of using an investment advisor? They can make you good money especially during uncertain times like this.
@SophiaChloé6f
18 күн бұрын
Yes, I agree. I use a financial advisor too. Same person since 2020. I don't worry about whether the economy is going up or down or sideways. I always ride through.
@LincolnFelix-s4z
18 күн бұрын
Oh, really? I have never thought of that as an option. Can I ask who it is you've been working with? I bet I could use some help myself.
@SophiaChloé6f
18 күн бұрын
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
@LincolnFelix-s4z
18 күн бұрын
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
@daphnebailey6223
Жыл бұрын
Tax Preparer 1. Take a course 2. Apply to the state-board to take the test 3. Pass the 3 hour exam 4. Apply and pay for your PTIN (tax preparer number for the IRS) 5. Get a license 6. Get hired 7. Every year after that get 30 hours of continuous education
@FinePointsBookkeeping
Жыл бұрын
Thanks for sharing the steps! Krista (FinePoints Admin)
@fsb_-bf3th
Жыл бұрын
What’s the 30 hours of continuous education?
@roselynholloway7863
9 ай бұрын
@@fsb_-bf3thprobably extra modules
@dan9002
4 ай бұрын
Similar to taking Life and Annuity State License.
@dan9002
4 ай бұрын
@@fsb_-bf3th It should be a refresher on what you learned when you studied for the exam.
@bradcolorado8149
2 жыл бұрын
Did the H.R. Block tax course which is a great value..then did 5 years working tax prep for an "enrolled agent" accountant. When you begin taxes for small corporations you enter into the vast world of bookkeeping
@ccagle17922
Ай бұрын
Being an EA does not mean the person is an accountant.
@J.WinstonCPA
Жыл бұрын
Here in MS no education or tests are required to do bookkeeping or file taxes. Basically, a CPA is only required to audit public companies. I have a CPA, and I get more money from bookkeeping than taxes. Love the channel.
@Simalevlog
Жыл бұрын
Tell me more abt CPA bookkeeping and required ?
@paulzirkle7636
6 ай бұрын
I just happened on this site and this was just wonderful. My wife and I are wanting to start a business and this would be great. You were so thorough! Thank you so so much
@jasonblizzard9635
Жыл бұрын
Tax biz is $3,000, or $1,997 one time payment then $37/mth thereafter. It's the same rabbit hole marketing scheme that's being played out in this new online hustle economy with everything. It's cheaper to study on your own and take the test
@irynahess4968
2 жыл бұрын
Thank you a million! Very useful information and I appreciate you’ve done that for us💐👍🏻
@FinePointsBookkeeping
2 жыл бұрын
You are so welcome!
@imperfectxennial3008
Жыл бұрын
I’m enrolled in the H&R Block course, as I was unable to find a bookkeeping job. So I hope this puts my foot in the door. Unfortunately no office in my area does bookkeeping. I tried Intuit but never heard back from them. I’m also going to school at my local community college to get my certificate in bookkeeping.
@mrperez7036
Жыл бұрын
This video is misleading. To become a tax preparer you simply have to sign up for a course. Many tax preparers do not have to take a test with the IRS. This video is about how to become an enrolled agent which is way different than the title of the video
@cajunguy6502
Жыл бұрын
She literally said "this is all within Oregon" at 1:00. A basic tax prep in Oregon is a license. The EA test is way more involved.
@sherriegriffin7928
Жыл бұрын
She said exactly what u said at the beginning lol
@frankayala3950
3 ай бұрын
Wait don't you have to be certified to prepare taxes, therefore wouldn't you need to take a course then take the exam, which is what she has stated?
@tarraparker7178
Ай бұрын
I'm in cali, what course do u recommend If u have any ?
@mrperez7036
Ай бұрын
@@frankayala3950 that is correct, you do not have to be certified!
@henrythomas7112
Жыл бұрын
I like your video presentation. It is informative too, at the same time. Thanks a lot for your guidance!
@FinePointsBookkeeping
Жыл бұрын
Hi Henry! I'm glad you're enjoying Morgan's channel! Krista (FinePoints Admin)
@tayarndt
Жыл бұрын
Great video. I believe there’s only four states that require a state licensure for taxes, Oregon, California, Maryland and I don’t know if the other one. In Texas where I live, I don’t have to take a state licensure. With that being said, though I do have a bookkeeping business and I’m gonna try to go for the enrolled agent.
@wesjay7780
Жыл бұрын
How’s the progress on the EA coming along? I’ve been thinking about getting the EA certification.
@tayarndt
Жыл бұрын
@@wesjay7780 the EA is coming long great. I just bought the course from tax mama. I recommend you do the same thing we can maybe do a study group
@wesjay7780
Жыл бұрын
@@tayarndt I was considering doing a Gleim self-study review course for under $700, but I looked into TaxMama, and that is a nice deal, especially if you’re getting actual lectures from somebody at designated times. I’ll most likely take the self-study route, but it doesn’t hurt to know another fellow tax friend :D , if you have Discord, we can keep in contact.
@tayarndt
Жыл бұрын
@@wesjay7780 well, here’s the other thing, because I am fully blind, I find that I would rather have the audio format. In addition, some of those other platforms are not accessible for me. So yeah, if you buy tax mama let me know because I would love to set up a group.
@wesjay7780
Жыл бұрын
@@tayarndt I got you, sounds good and I will let you know! Have a good day, and it was nice talking :D
@oliviaouellette5734
2 жыл бұрын
This awesome! I am very interested in becoming a tax preparer here in Maine. I am currently a bookkeeper.
@FinePointsBookkeeping
2 жыл бұрын
Hi Olivia! Glad you found this video helpful! Krista (FinePoints Assistant)
@elianasmith6330
Жыл бұрын
Excellent video! Thank you very much for your hard work.
@philipjoseph1144
Ай бұрын
Your videos are very informative and helpful. I am retired and would like to start a bookkeeping business. Having said that, I have a Master’s Degree in Accounting and Finance and worked in accounting for 10 of my early working years. The last 20 years was very much into IT. Now, I would like to put my education to use. Btw, I got certified as a QBO Pro Advisor. Getting clients might be the difficult part for me I guess. Would like to hear your feedback. Thank you for sharing your experiences in this line of work. God Bless!!
@FinePointsBookkeeping
Ай бұрын
Hey! Congrats on getting your QBO ProAdvisor certification, Morgan thinks that's a great place to start. Morgan has several videos on how to market your bookkeeping business to find clients. Here are a couple we think you might like: kzitem.info/news/bejne/omlmt21voGSbfZw, kzitem.info/news/bejne/s6iosYmPrn-EdGksi=x6Vv3zvTaz60zK9n, kzitem.info/news/bejne/1q-d26t3nnegmKw Krista (FinePoints Admin)
@Leslie-ee8ip
Ай бұрын
Thank you this was very helpful!
@Adv.Abhinavgupta
6 ай бұрын
Growth and Scope of this course in future
@Natepillradio
2 жыл бұрын
I'm a tax preparer in California and the requirements are different in Oregon.
@FinePointsBookkeeping
2 жыл бұрын
Yes, this video is based on Oregon requirements, but each state is somewhat different. Just a video to get an idea of what tax preparation is like :) -Gabe (FinePoints Admin)
@Lyn777
5 ай бұрын
It costs about $700 which may or may not be covered in part by the company interested in you.
@maxdiaz8790
2 жыл бұрын
You’re absolutely amazing
@elmehdigamil1936
Жыл бұрын
I hope you can help me with this question. I worked with Hrblock the last season, now I would like to start my LLC for tax preparation. I can renew my PTIN for this upcoming tax season but I’m not sure if I do have to take the continued education again since I took the 18 hours couple month ago with hrblock platform but I decide to not go back with them for next season
@VinhTran-bn8fc
3 ай бұрын
Thank you for your video
@Lily50423
9 ай бұрын
I would like to get the school information were your friend when to get certified? thank you for your help
@sofieturenmendez1213
8 ай бұрын
I saw that you have to register with CTEC first, is that correct?
@LivingLife972
11 ай бұрын
thanks for this video. Can everything be done online?
@HectorPdL1976
Ай бұрын
Is Amy still providing mentorship?
@ThePytyty
Ай бұрын
Got a PTIN number from IRS on 2015. Never did anything after. Do I need to start over again? What do I need to do to use my PTIN?
@FinePointsBookkeeping
Ай бұрын
This may be a case-by-case basis, so we recommend reaching out to your accountant or a lawyer (or maybe even the IRS to ask) ~Lorian, FP admin
@yoyokanamihue6183
Жыл бұрын
I’ve been having a horrible experience trying to become a tax prep. I’ve gone to my community college which doesn’t teach it to me, it’s only online so I’ve been teaching myself everything. I’ve been trying to gain experience and it’s been exhausting and frustrating. Not to mention YOU DO NOT NEED EDUCATION TO BE A TAX PREP. I’m wasting time and money just to gain experience. 😩
@FinePointsBookkeeping
Жыл бұрын
I'm sorry to hear you are having a hard time gaining the experience and education you need to become a tax preparer. I'll let Morgan know tax preparing is something you are looking for more information on. Krista (FinePoints Admin)
@irettawashington4337
Жыл бұрын
I have tax classes available
@angellistheshit
3 ай бұрын
What courses can you take for free? I was thinking about going to community college even though I have my bachelors degree.
@aktarulislam2349
2 жыл бұрын
Thank you for informative Vedio ..
@marazulcontreras1446
7 ай бұрын
Were can i do that ?
@javedsoomro3417
Жыл бұрын
Hi, can I do job there as a tax preparer as I am registered with Federal Board of Revenue as tax practitioner in Pakistan and I have five year experience to efile tax returns and documentation.
@AliAkbar-x2c
Жыл бұрын
Please correctly put the link of AMY
@eliaslumumba1666
Жыл бұрын
Hey there, I am interested in becoming a professional tax preparer and I don’t know where to start from please refer me.
@mustafavayani2112
11 ай бұрын
Can I prepare taxes being non US national?
@jimmy45yea
2 жыл бұрын
Great video 👌
@segunayeni-kq5wv
6 ай бұрын
i really want to do this
@eliaslumumba1666
Жыл бұрын
Hey there, I am interested in becoming a professional tax preparer and I don’t know where to start from
@FinePointsBookkeeping
Жыл бұрын
Hi Elias! Check out Morgan's Tax Preparer Guide (finepoints.newzenler.com/f/tax-preparer-pdf). It will show you the steps you need to take and where to start! Krista (FinePoints Admin)
@brentkillian
Жыл бұрын
I am personally working on becoming an ea.
@FinePointsBookkeeping
Жыл бұрын
That's great! Thanks for watching! Krista (FinePoints Admin)
@ASH-se6kr
Жыл бұрын
I like your video thx if my annual income 50-70k and my brother 30k then we wanna buy house cost 200k we need to pay cash tho so what if we can borrow 100k from friends then we buy the house ? we not going to face any issues with IRS since our income only around 100k and we buying house for 200k?
@FinePointsBookkeeping
Жыл бұрын
Hi. Unfortunately, Morgan is not in the real estate business, so she is unable to help you with this. Thanks for watching! Krista (FinePoints Admin)
@الشاعرابوجابرحيّانالحياني
Жыл бұрын
I’m interested to be a tax preparer . If I take the course I can open an office?
@sid_Shaheen
Жыл бұрын
Anna accounting and tax preparation business eppadi Start pandrath enn sollunga anna
@g.kirankumarkiru8179
2 жыл бұрын
Which is better, this program or enrolled agent course??
@FinePointsBookkeeping
2 жыл бұрын
Do you mean TaxBiz? I haven't done either personally, but I can vouch for other quality trainings from the TaxBiz people (bookkeepers.com). Reach out to Amy if you have questions! (info in description box)
@g.kirankumarkiru8179
2 жыл бұрын
I'm kiran from india, I have good knowledge and experience on us accounting and taxation, I'm quickbooks pro advisor and intuit certified professional bookkeeper. And pursing enrolled agent. If you hiring for remote position, even short term or long term works on bookkeeping or taxation. Please let me know. You no need to pay me untill you get satisfied with my work.
@marazulcontreras1446
7 ай бұрын
Can this work for Washington?
@ARFORYOU
2 жыл бұрын
Thanks
@CatherineWise-p6v
3 ай бұрын
Yep did tht right 🎉🎉🎉🎉
@justme-dg4ii
Жыл бұрын
How much a tax preparer makes?
@CatherineWise-p6v
3 ай бұрын
Yo
@JayPatel-ts6dt
2 жыл бұрын
Hello mam, I am bookkeeper in Indian but I will plan to move in Canada so that How to get job as bookkeeper in Canada????
@FinePointsBookkeeping
2 жыл бұрын
You'll need to research this a bit, as Morgan lives in the US and really knows how to do it in the states. However, there are lots of Canadian bookkeepers, so if you join a few FB groups, I bet you'll find some who could help! -Gabe (FinePoints Admin)
@JayPatel-ts6dt
2 жыл бұрын
Thank you Mam 😊
@slrahman8723
Жыл бұрын
Could you suggest some expert Canadian bookkeepers like Morgan on KZitem or Facebook?
@CatherineWise-p6v
3 ай бұрын
🎉🎉🎉🎉
@ravelbella7330
11 ай бұрын
Subscribed:)
@FinePointsBookkeeping
10 ай бұрын
Thanks for following! Krista (FinePoints Admin)
@NurseontheRun149
6 ай бұрын
I could not find the resources for completing income tax preparation courses you mentioned at the end of this video. Would you be kind enough to pm me it. Thank you. I just subscribed to your channel.
@FinePointsBookkeeping
6 ай бұрын
Hey! Here are the resources Morgan mentioned in this video: Free download - How to Become a Tax Preparer: finepoints.newzenler.com/f/tax-preparer-pdf TaxBiz Free Worshop: taxbiz.com/free-workshop?cookieUUID=22c25392-f620-4325-9a53-53be83ee26dd TaxBiz Main Page: taxbiz.com/?cookieUUID=f174d729-f48f-44a3-b2b0-9858067a7fbf Krista (FinePoints Admin)
@CatherineWise-p6v
3 ай бұрын
A tax prep is dint to payment ommg thinks
@power-reconcile
8 ай бұрын
Very clear explanation, thanks for the awesome video! Just to mention, if you need to batch fill tax forms for your customers, we provide a Microsoft Excel add-in to automate this - kzitem.info/news/bejne/2GyenadufIGci3Y
@FinePointsBookkeeping
8 ай бұрын
Thanks for sharing! Krista (FinePoints Admin)
@zacharyholland1091
2 жыл бұрын
What is the difference between accounting and bookkeeping
@FinePointsBookkeeping
2 жыл бұрын
Here's a video that talks about just that! kzitem.info/news/bejne/1aWenIFspoN0omU -Gabe (FinePoints Admin)
@zacharyholland1091
2 жыл бұрын
@@FinePointsBookkeeping Awesome! thanks!
@DavidWaddleton5toes
2 жыл бұрын
@@zacharyholland1091 Accounting can entail much more than what you would do with typical bookkeeping role. You could be handling payroll or other functions within the organization like accounts payables and receivables. I am an Enrolled Agent which allows me to represent client with the IRS and with my Account Degree background, it helps to advise clients on best practices and sort of act as an CFO for small clients. A common activity is closing the books for year end, which entails knowing how to handle closing the books for year end. Bookkeeping is a great start to lots of accounting function, which CPA's like to ignore, but is vital to the basic functioning of businesses.
@musicman7391
Жыл бұрын
This is American tax preparer?
@FinePointsBookkeeping
Жыл бұрын
Yes, this is what an American tax preparer does. Krista (FinePoints Admin)
@CatherineWise-p6v
3 ай бұрын
Ok 18% more the I'm othe an get back on tht to...
@tommydo961
7 ай бұрын
Where can we take courses?
@FinePointsBookkeeping
7 ай бұрын
Hey! Morgan recommends the course Tax Biz (sk293.isrefer.com/go/TBMP/ML82/) to learn how to become a tax preparer. Krista (FinePoints Admin)
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