For Tax Professionals Preparing for Examinations

The 1040 IRS Prep Series is an intensive program for tax professionals who want an in-depth study of individual tax law.

This program is designed to prepare you for the competency exams. The series is a favorite for preparers studying for Oregon’s rigorous LTC exam. It is also recommended for anyone who is preparing for the individual portion of the IRS Special Enrollment Examination.

Completion Time

Recommended completion time for this series of courses is 14-18 weeks. The structure of this course allows students to work at their own pace. Students will participate in a series of lectures provided by Pacific Northwest Tax School instructor April Gutierrez.

Classwork is provided to allow students to apply concepts covered in each course to sample tax forms. Each course will finish with a quiz, to test student’s knowledge of the topics covered. Course materials provided to students with every course include:

• A detailed student manual
• Classwork answer keys
• Quizzes and quiz answer keys
• Homework answer keys, upon successful completion of each course

The 1040 IRS Prep Series includes over 90 hours of CPE. Students have one year to complete all course assignments and receive continuing education for completed courses. CPE is awarded at the time each course is completed, which means CPE can be spread over 2 renewal periods.

Course Credits:

Field of Study

Taxes

Program Level

Intermediate

Prerequisite

Basic tax knowledge

Delivery Method

Self-study-videos

Educational Venue

Online Course

How does this tax course work?

This course is divided into separate lessons – completed at your own pace – which means YOU CHOOSE how quickly to work through the program.  Each lesson takes you through the important topics you need to know. The lesson training guides are in video and manual format, which reinforce the way you learn. Our Q & A forums are a valuable place to get your questions answered on the related topics.

Frequently asked Questions

Disclosures and School Policies

Terms of Enrollment

Pacific Northwest Tax School’s course materials and teaching techniques are valuable proprietary information of Pacific Northwest Tax School, and all such information is subject to copyright, including written, recorded, internet-based as well as all other electronic media. Each Student agrees that she/he will use the information only for purposes of education and training; and as a condition of enrollment, that they will not disseminate the information to any third party and will treat the materials as confidential information of Pacific Northwest Tax School. As a condition of enrollment, students pledge not use any information in any competitive fashion, including to create or derive competitive materials. Students further agree that any breach of these terms and conditions shall cause the school irreparable harm, entitling Pacific Northwest Tax School to injunctive relief, as well as any other remedy that may be available at law or equity. Students taking continuing education courses shall have twelve months from date of enrollment to successfully complete the course and receive their Certificate of Completion.  Students taking the federal only portion or the Oregon 80 Hour Basic Tax Course students have nine months from the date of enrollment to sucessfully complete the course.

Basic Tax Law

Students taking any Basic Tax Law course agree to comply with all Terms of Enrollment outlined in the enrollment agreement form for that course, a link to which can be found on each Basic Tax course page.

Prerequisites & Advance Preparation

Students intending to take the Oregon State Tax Exam, must be at least 18 years of age, and have a High School Diploma or GED. Students using our self-paced internet-based program should prepare for classes by downloading and printing course materials.

Cancellations/Refunds

Continuing professional education courses including interactive, non-interactive and correspondence program fees are non-refundable and non-transferable. Webinars/Webcasts are non-transferable and in most cases non-refundable. A student may choose to be switched to another Webinar/Webcast of equal or lesser value if a conflict with the scheduled time exists. In the case of a missed Webinar/Webcast a request to transfer to a new Webinar/Webcast must be made with 48 hours of when the Webinar/Webcast aired. Refunds will be issued ONLY prior to the start of the Webinar/Webcast. A $15.00 processing fee will be withheld from all refund amounts. For more information regarding administration policies including complaints and refunds, please contact our offices at 503-646-5600.

Problem Resolution

Pacific Northwest Tax School gives the highest priority to delivering quality education programs. If you have concerns about our programs please contact the Pacific Northwest Tax School Education Coordinator at: support@pnwtaxschool.com

Disclaimer

Manuals distributed and programs sponsored by Pacific Northwest Tax School are designed to teach application of tax laws. Pacific Northwest Tax School works to provide accurate and timely material to students, however the school does not have any responsibility if human and/or mechanical error exists. Accordingly, no assurance is given by Pacific Northwest Tax School that such information is totally comprehensive or accurate in its coverage of such subject matter. Information published or sponsored by Pacific Northwest Tax School should not be relied upon as a substitute for independent research to original sources of authority such as the Internal Revenue Code, IRS Publications and Internal Revenue Rulings. Pacific Northwest Tax School, its authors, and instructors do not render legal, accounting, or other non-educational professional advice. If legal advice or other expert assistance is required, the services of a competent professional should be sought. Credit hours are subject to change without notice.