PLR Mini Lesson: Understanding the Filing Status

This mini-course is designed to help tax preparers sharpen their skills in accurately determining a taxpayer's filing status that you can use in your office or service bureau.

It includes

• Ready to Use slides for training
• 20 detailed scenarios ranging from easy to advanced, guiding tax preparers through real-life client situations. 
• Filing Status Questionnaire to use during client consultations 
• 30-minute video tutorial that walks you through each filing status, offering practical tips and strategies. The video is fully rebrandable, allowing you to customize it with your own branding for use in your own practice or training programs.

This is the perfect resource for service bureaus and EROs