How to learn how to prepare tax returns confidently

Поділитися
Вставка
  • Опубліковано 22 гру 2024

КОМЕНТАРІ • 145

  • @tjmorris86
    @tjmorris86 3 роки тому +22

    Finally, a good video that lays down the groundwork for me to get started on being a tax preparer!

    • @gm2161
      @gm2161 3 роки тому +4

      Hey how’s it going with your tax preparation? I started yesterday and I’m so nervous 😬

  • @yanniyinn
    @yanniyinn Рік тому +1

    Hey from Vegas! starting college as a paralegal, tax preparing has sparked my interest for a while. I'm so glad I found your page for great info! 👑

  • @dreamcatchinbebo4080
    @dreamcatchinbebo4080 2 роки тому +1

    Liked and subscribed. Just about every question I was going to ask after I watched the video in the comments. You answered thru the video..lol... The course looks great. Going to the site today.. The course all videos?..I have been wanting to do my own taxes this year and I could not find a site to go to until now... I bought a duplex in 2021 and opened a LLC and looking to learn all the tax write offs for personal and business for myself/family for now. A question I do have is will I be able to write off the purchase price for the duplex on my taxes. This will be my last W-2 this year. Full-time entrepreneur now.Thank you and keep up the great work.

  • @brethoffman3520
    @brethoffman3520 Рік тому

    Thank you for your videos! I am a Financial Advisor and now working on my EA so I can confidently practice tax.

  • @lunamorris2091
    @lunamorris2091 Рік тому +1

    I am learning so much from watching your videos. Thank you so much for sharing this amazing source of information. This one is quite helpful.

  • @Starrynight77-7
    @Starrynight77-7 4 роки тому +5

    So glad I found your page! You explain things so very well.

  • @johnnyk5489
    @johnnyk5489 4 роки тому +9

    Love the course great content. I've picked up clients using these strategies.

  • @deleongirl72
    @deleongirl72 4 роки тому +1

    Thank you....I'm back. You might see me commenting all over your social media. Gotta catch up with the content you've posted and WOW....you have done soooo much since the last time I was attempting to figure it out. I am going to take a leap of faith. you are a very intelligent and savvy woman....I am excited to learn from you. ITS TIME :)

  • @stephanieturner5931
    @stephanieturner5931 Рік тому

    You explained this so well. I’m not looking to become a tax preparer. I have my own business and I pay a company to do my taxes. However, I need some help with knowing what and how to best prepare all my records for a tax preparer. Do you have a video for self employed people and what they can do to prep themselves for the EA/CPA?

  • @Shee266
    @Shee266 Рік тому

    Always have my notebook and pen ready when I watch her videos 😊

  • @patientlywaiting77
    @patientlywaiting77 3 роки тому

    First time subscriber. New York, NY

  • @heavenlynaturalholistichealing
    @heavenlynaturalholistichealing 2 роки тому +1

    Crysta, thank you so much for sharing your insights and testimony. You are so empathetic and inspirational. Please, where can I go to see your training?

  • @blakeutley2671
    @blakeutley2671 3 роки тому +1

    Ma’am this video is going to help me train my employees to the next level 💯

  • @DazlinCaslin
    @DazlinCaslin 3 роки тому +1

    Just looking into the industry. Watching from northern California.

  • @elianasmith6330
    @elianasmith6330 6 місяців тому

    Thank you for the video!!! We learn a lot from you! Thank you!

  • @noelvisramirezaccounting
    @noelvisramirezaccounting Рік тому

    Hello Crysta I have to say that you are my inspiration . I love your videos because you bring a lot of important information . I have a question, if I work for an accounting firm preparing taxes in the state of florida and I just assist preparing taxes because the tax return are signed by the partners and the PTIN use is the partners . It does not make a conflict if I decide to start my own tax preparation business with my PTIN?. Thank you.

  • @tzeirafortune9921
    @tzeirafortune9921 3 роки тому +3

    Hi! Thank you for this great video. Question….which software would you recommend for a newbie? I plan to prepare a few business tax returns this year and I believe one client will be taking bonus depreciation. Is there any software that walks preparers through the return or forms needed?

    • @crystatyusea
      @crystatyusea  3 роки тому +3

      The top tax preparation software used by members of my Tax & Accounting 6-Figure Accelerator Program are (1) My Tax Prep Office, (2) Tax Slayer, (3) Drake, and (4) Crosslinks.
      Each has its own pros and cons. There's going to be a learning curve as you familiarize yourself with the software you choose, but each one offers practice returns, training, and support to assist. I’d suggest that you request a demo or attend a webinar to explore these options and see what’s best.
      However, if you do go with My Tax Prep Office, you can use the code “CRYSTA” at checkout to receive a substantial discount.

  • @Scooby472
    @Scooby472 2 роки тому

    Tuning in from Mem, TN !! Great video 🥰🥰🥰

  • @shuelysrodriguez8069
    @shuelysrodriguez8069 25 днів тому

    ahora estoy suscrita a tu canal. me encanto esta clase

  • @helenobediente8745
    @helenobediente8745 2 роки тому

    Good advises, I really liked the video.I just wanted to ask what Software would you recommend for filling taxes as a professional tax preparer. Thank you!

  • @hakhinton8019
    @hakhinton8019 2 роки тому

    what is a good source to go to, to find deductions, credits?

  • @eduardovelazquez5224
    @eduardovelazquez5224 4 роки тому +1

    Hi . what software do you recommend for this year

  • @quzieloo2876
    @quzieloo2876 3 роки тому +1

    I'm a newbie watching your videos. However, I'm a little confused.
    1. So i should buy crosslink software 1st and the purchase the course so I can practice with to ensure I'm doing it correctly?
    2. Typically how long does the course take to complete?
    3. One of your live videos you mentioned tax preparer book from amazon...is that in lieu of the course or in conjunction to the course?
    Thanks for any help. Although IRS pushed back filing date I don't think I'll be ready for 3part:: practice, practice, practice 😥. I suppose next yr

  • @muhammadramzan6221
    @muhammadramzan6221 2 роки тому

    can you able to send me the Tax preparation material in detail and how much will charge.

  • @ricksta760oside
    @ricksta760oside 3 роки тому +1

    Thank you for so much free content! Great info for a newbie

  • @jacquelinemarrinezhernanse5952
    @jacquelinemarrinezhernanse5952 4 роки тому

    is it shows how to renew an Itin for people that do not have social security number? and how to prepare taxes for people that have an Itin? also how to explain them why they don't get that much refund for their dependents? this is what I am missing and I really want to take a course that goes deeply in to everything that has to do with taxes and to really be prepared for when I am preparing taxes. if you can help me I will appreciated thank you. I am from Texas.

  • @Lady-br3zy
    @Lady-br3zy 4 роки тому

    Do you mind sharing your tax organizer in the description? 🥰🥰🥰

  • @DeniseRodriguez-h7g
    @DeniseRodriguez-h7g 10 місяців тому

    Is there a way to still prepare returns without an efin? Currently working under a EA and would like to branch out but maybe next year ? I can do so? Im currently a new ctech in california do have my ptin.

  • @ehtinetravel7992
    @ehtinetravel7992 3 роки тому

    Hello that certifyable allow to prepare like me as bookkeper here in Canada , I mean can I cater clients too even I'm situated in canaa to add more clients ?

  • @paijittrasantawin5062
    @paijittrasantawin5062 Місяць тому

    Excellent video. Very informative ❤️

  • @cecisantos5827
    @cecisantos5827 8 місяців тому

    Can certifyible be used in all states?

  • @vivirosario6803
    @vivirosario6803 3 роки тому

    Hi! Crysta I'm from Florida, I just started following your page, I'm new at this tax preparing business and your videos helps me to stay informed and acquiring knowledge. Thank u so much..

  • @mariakery4380
    @mariakery4380 4 роки тому +3

    What is the best program to learn from Crysta ???

  • @robtoyer6188
    @robtoyer6188 3 роки тому +3

    You had me at multiple six figure ! New subscriber here ! :)

  • @shuelysrodriguez8069
    @shuelysrodriguez8069 25 днів тому

    Waoooo, me encanto esta explicacion

  • @aliciabarbosa5883
    @aliciabarbosa5883 2 роки тому

    What professional tax software do you recommend for a tax business starting out?

    • @crystatyusea
      @crystatyusea  2 роки тому

      The top tax preparation software used by members of my Tax & Accounting 6-Figure Accelerator Program are (1) My Tax Prep Office, (2) Tax Slayer, (3) Drake, and (4) Crosslinks.
      Each has its own pros and cons. There's going to be a learning curve as you familiarize yourself with the software you choose, but each one offers practice returns, training, and support to assist. I’d suggest that you request a demo or attend a webinar to explore these options and see what’s best.
      However, if you do go with My Tax Prep Office, you can use the code “CRYSTA” at checkout to receive a substantial discount.

  • @javiercarulo9357
    @javiercarulo9357 2 роки тому

    Hey Crysta, question I would like to get into the tax business but I don't know where to sign up to become a PTP agent, I'm e-mailing from Florida?

    • @crystatyusea
      @crystatyusea  2 роки тому

      Hi Javier! Kindly let me know, what is a PTP Agent?

  • @karlene1897
    @karlene1897 4 роки тому +1

    Would you advise on getting errors & omissions insurance?

  • @aishastephenson5582
    @aishastephenson5582 Рік тому

    Are you the one completing the trainings on certifiable?

  • @ashmeenwomack2538
    @ashmeenwomack2538 2 місяці тому

    This was great thank you!

  • @sandrazarate6859
    @sandrazarate6859 4 роки тому +4

    Great info. I’m a newbie! I look forward to using this info in starting up next year #chicago

  • @garylego5969
    @garylego5969 3 роки тому

    Is this preparation applicable to Minnesota?

  • @wedgerut
    @wedgerut 3 роки тому

    YOU ARE KILLING IT

  • @carmencastillo2010
    @carmencastillo2010 4 роки тому

    Wow i have learn so much and lots of my question answerd thank u so much.

  • @rogersship
    @rogersship 3 роки тому

    Hi Crysta do you teach partnerships, s corps and corporations. I am interested in learning how to do these returns, also the depreciation.

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hello! Please visit Certifyible.com! They will soon launch their Business Tax Plan Mastery. - Customer Support Team

  • @toniconn9688
    @toniconn9688 3 роки тому

    When will the business tax preparation course be available again?

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi Toni! Please send us an email at Hello@Certifyible.com so we can assist you better with this.

  • @816sonja
    @816sonja 4 роки тому +1

    Hi Crysta, my question to you is can you use an older EA exam review book? I found one on Amazon for cheap but it's a 2017-2018.

    • @crystatyusea
      @crystatyusea  4 роки тому

      Unfortunately no it’s not best to do so as tax law is normally updated every year and you don’t want to study outdated material

  • @northstarplusllc
    @northstarplusllc 3 роки тому +1

    Hi Crysta,
    Thank you for all your wonderful detailed contents you've been blessing us with, i came across your channel recently. I'm a Realtor as well a Life and Health insurance agent. MY wife and i have great interests in entering the tax industry for the coming year. where can we start? what are the first step? is there a course to take? any software recommendation? please help.
    - From Kissimmee, FL

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hello! Kindly send me an email at Hello@CrystaTyus.com so I can help you better!

    • @northstarplusllc
      @northstarplusllc 3 роки тому

      @@crystatyusea I did send you an email via your website.

    • @crishnaholmes7730
      @crishnaholmes7730 11 місяців тому

      @@crystatyuseahi do you feel someone can try tax preparation if math is not their strongest skill

  • @cristyanvillanueva
    @cristyanvillanueva 3 роки тому

    What software do you recommend?

  • @KbrooksSix
    @KbrooksSix 2 роки тому

    Live from GA. Your voice ✨

  • @vivisnotaryservice9886
    @vivisnotaryservice9886 3 роки тому +1

    From Liberty, Texas such a newbie and thank you for the tips! so helpful!

  • @haydengriffin4738
    @haydengriffin4738 4 роки тому

    Hey Crysta, thank you for all of your content! I have a couple of questions... In the past you have recommended other courses with Gleim. I have started fast forward academy but not going to take the EA exam for this upcoming tax season. How would you compare these courses for someone that is going to provide tax prep as a efiler (started my own business!)? And beyond that, as someone without EA or CPA title, can I file taxes for taxpayers throughout US or just within my state? Thanks in advance!

    • @crystatyusea
      @crystatyusea  4 роки тому +1

      Hi, Hayden! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @carmencastillo2010
    @carmencastillo2010 4 роки тому

    Were can i get a tax organizer for my clients

    • @crystatyusea
      @crystatyusea  4 роки тому

      Hi, Carmen! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

    • @Didier15
      @Didier15 3 роки тому

      @@crystatyusea I do not see your email address here, do you want to send me it ?

  • @tristanrodenhauser5267
    @tristanrodenhauser5267 3 роки тому

    Could you mention the software you use and the best IRS approved course enroll in as a student?

    • @cassiemoore2529
      @cassiemoore2529 3 роки тому

      Try Drake Software - Easy to use and Understand

  • @VentureswithBella
    @VentureswithBella 3 роки тому +1

    i work in pro series hearing this i feel like im learning backwards lol i know the forms and some laws but i dont even know how preparers know what forms to use when you open it and theres only like 4 main forms open sheeshh

  • @ItsToushieBabyy
    @ItsToushieBabyy 4 роки тому

    Hi, Crysta! Question: Does the course you reference on Certifyible include Form 1065?

    • @crystatyusea
      @crystatyusea  4 роки тому

      Hi, Katousha! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @quarantinekitchen6909
    @quarantinekitchen6909 3 роки тому

    Hello I been working at my firm 3 years. Now and still don’t feel I know everything:(
    Tax still doesn’t make sense to me too much info -!!! And I have never been promoted :/

    • @hartsarah12
      @hartsarah12 3 роки тому

      The best way to learn everything is take the EA exam. Study for that and you will learn a lot. Also, look for a different company that has better training.

    • @JKL_04
      @JKL_04 3 роки тому

      It takes a while. You won’t ever feel like you know everything because the tax law is always changing. Take continuing Ed classes and ask someone in the firm to be a mentor for you. It will all click one day. Hang in there!

  • @carole3877
    @carole3877 4 роки тому

    What tax prep software do you recommend?

    • @crystatyusea
      @crystatyusea  4 роки тому

      Hi, c Hh harr! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @brendamaria6869
    @brendamaria6869 3 роки тому

    Hey Crysta! I’m a total new bee and just registered for CTEC and got my PTIN. Looking for a CTEC approved 60 hour course. Any recommendations?

    • @crystatyusea
      @crystatyusea  3 роки тому +2

      Congratulations Brenda! Your best option is to go right to the source - CTEC offers a list of providers here: www.ctec.org/ApprovedEducationProviders?nav=tax-professionals
      Just check the "Type QE" box and you will find a great list of both Face-to-Face and Self Study options. And keep in mind that you can begin working with clients now as a Virtual Firm. TA6 will help with that!
      Best wishes as you move forward :-)

    • @brendamaria6869
      @brendamaria6869 3 роки тому

      @@crystatyusea
      Awesome! Thank you 🙏🏼

  • @sarwarrahman4852
    @sarwarrahman4852 2 роки тому

    I wanted to do tax preparer training. Can you help me please.

    • @crystatyusea
      @crystatyusea  2 роки тому

      Hello Sarwar,
      Be sure to visit certifyible.com/ and check out our course list. We have several courses that will help you learn how to prepare taxes confidently- like the "1040 Tax Preparation Mastery" course.
      You may also want to check out the $97/month subscription membership, which includes new live trainings and ALL of our courses (50+ courses).
      You can choose your package here: certifyible.com/membership-program
      Here is a list of new live trainings that are coming up that you can review: docs.google.com/spreadsheets/d/16q-9axfUSzPO4CL_LDDBWfS6O6sQtdqAFyLT88ZMqYg/edit?usp=sharing
      Let us know if you have any questions and have a great day!
      Warm regards,
      Alexandria Johnson
      Crysta's Customer Success Manager

  • @jhosuetapia838
    @jhosuetapia838 4 роки тому

    Are there legal disclosures that a client needs to sign before even starting the tax preparation? When working for Liberty tax they had a bunch of disclosure forms that the client needed to sign even before we started talking about their taxes. Im now starting a small tax prep buis. and i dont know if those disclosures apply to all preparers.

    • @jessicag7439
      @jessicag7439 4 роки тому

      I worked for Liberty as well. I believe one was a privacy notice for clients in regards to sharing info for the bank products offered and the other was a general privacy notice.

  • @nilsatorres5810
    @nilsatorres5810 3 роки тому

    Hi! Am nilsa from the Bronx ! I would like to take classes for tax preparation. Do you have any recommendations on what online program classes to join? Not sure which programs choose. kind of scared don’t know which ones are legit!

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi Nilsa! Kindly head over to Certifyible.com as they have great tax preparation courses that we highly recommend.

  • @26sajdah
    @26sajdah 10 місяців тому

    Thanks so so MUCH! I paid someone to teach me who left me hanging in the wind

  • @williamsmorgan123
    @williamsmorgan123 4 роки тому

    Hi, I am new to tax preparation and book keeping. starting with the certifyible tax prep course and then going to prep for the EA exam. When is the best time to join your program? once I have received my EA certification?

    • @crystatyusea
      @crystatyusea  4 роки тому

      Hi, Morgan! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @carolinehanna1035
    @carolinehanna1035 4 роки тому

    Hi Crysta,
    I'm new to tax prep. When one becomes an EA, do they get the tax prep course with the EA course or are they 2 separate courses? Thank you!

    • @crystatyusea
      @crystatyusea  4 роки тому +1

      Hi Caroline! They are two separate courses

    • @itzmaceyyy5015
      @itzmaceyyy5015 Рік тому

      Hi Po. I'm applying to a tax associates position. What are the common responsibilities of a tax associates?

    • @crishnaholmes7730
      @crishnaholmes7730 11 місяців тому

      @@crystatyuseahi if someone messes up on someone else’s taxes accidentally what are the consequences

  • @MsTaLucifer
    @MsTaLucifer 3 роки тому

    Hello! I was wondering do you get taxed on courses too? How do those work?

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hello! Please go to Certifyible.com to check out their tax courses. :)

  • @Ctj1580
    @Ctj1580 3 роки тому

    Hello I was watching this from Miami FL

  • @lizlee9006
    @lizlee9006 3 роки тому

    i appreciate your video so much!

  • @mlduran12
    @mlduran12 3 роки тому +1

    I purchased the software this year that you suggested MTPO and used your code and it was terrible 😩 customer service was great but everything was manual EVERYTHING I prepared over 150 returns took ages so definitely getting something better next year.

    • @robynhoodliving8862
      @robynhoodliving8862 3 роки тому

      Which software are you referring to?

    • @JKL_04
      @JKL_04 3 роки тому

      Try Drake. Good for new tax preparers

  • @DW5918
    @DW5918 4 роки тому

    Yes!!! Thank you so much 😊

  • @gm2161
    @gm2161 3 роки тому

    I subscribed because your beautiful and knowledgeable 🌻

  • @sarahsselflovelifestyle463
    @sarahsselflovelifestyle463 4 роки тому +1

    Thank you Crysta!

  • @JesseJames-ts7je
    @JesseJames-ts7je 3 роки тому

    Hi Crysta
    My name is Jesse James and I from DC but I live in South Carolina.

  • @AshTheEntrepreneur
    @AshTheEntrepreneur 4 роки тому +1

    Thanks, Crysta! Super helpful! #Ohio

  • @clcnj5365
    @clcnj5365 2 роки тому

    I was going to ask why you are recommending this particular tax class and now I realize it’s yours

  • @sashamartinezofficial
    @sashamartinezofficial 2 роки тому

    Florida!

  • @teeyonaechols3934
    @teeyonaechols3934 2 роки тому

    HI IM IN TRAINING TO BECOME A PROFESSIONAL TAX PREPARER FOR THIS UPCOMING TAX SEASON AND I AM SO CONFUSED THE LADY JUST THROWED US ALL THIS WORK AND A EXAM THATS GIVE YOU 2 CHANCES TO PASS THERE ARE SO MANY DIFFERENT FORMS AND ITS JUST ALOT I FEEL LIKE IF I LEARN ALL THE FORMS AND WHAT THEY ARE FOR AND FILING A NEICE COUSIN OR OTHER RELATIVE FILING MEDICAL OR OTHER INCOME ITS JUST ALOT IM SO STRESSED OUT SHE IS CRAMMING ALL OF THIS ON US AT THE LAST MINUTE ITS JUST SO HARD TO UNDERSTAND EVERYTHING IM PRAYING I LEARN ALL OF THIS BEFORE THIS TAX SEASON START CAUSE I WOULD HATE TO HAVE TO GIVE UP SO EASILY

  • @LuisMartinez-ft9or
    @LuisMartinez-ft9or 3 роки тому

    Love that elevator pitch!!!!!!

  • @dadinirt1973
    @dadinirt1973 3 роки тому +2

    I am a Nurse going into Tax field. I have Bachelor in Accounting and A notary public. I am watching from California

  • @ceciliab2277
    @ceciliab2277 4 роки тому +1

    Thanks Crysta.

  • @delia8285
    @delia8285 Рік тому

    Has anyone in here purchased content from certifyible? What was your experience?

  • @reneejones3438
    @reneejones3438 2 роки тому

    Hello from Texas 😎

  • @JasmineTashe
    @JasmineTashe 4 роки тому

    Daytona Beach FL

  • @Volatolx
    @Volatolx 3 роки тому

    I have qualifications in accounting but can't get a job, and frankly my sleep disorder prevents me from the 9-5 stuff being sustainable.
    Should I go self employed? Is it risky?

    • @crystatyusea
      @crystatyusea  3 роки тому

      Hi Jay! Depends on the person. Most people need about 6-12 months to start bringing in consistent revenue so having a 9-5 job while you build your business is often the most comfortable option.

  • @nicolereyes9042
    @nicolereyes9042 3 роки тому

    amarillo, tx

  • @sunilpanchal3773
    @sunilpanchal3773 2 роки тому

    Are you cpa ?ma'am

  • @RaquiBabe
    @RaquiBabe 4 роки тому

    Hello Im New to all this I need a mentor. I'm watching from Atlanta!

  • @DeniseRodriguez-h7g
    @DeniseRodriguez-h7g 10 місяців тому

    Apple valley california 😊

  • @christysingleton8066
    @christysingleton8066 3 роки тому

    Augusta Ga- beginner

  • @lifeisgood3382
    @lifeisgood3382 3 роки тому

    Great ! Find vary helpful:)

  • @shonettegayle8282
    @shonettegayle8282 2 роки тому

    From west palm beach Florida I’m brand new

  • @misvee2180
    @misvee2180 Рік тому

    From Michigan

  • @mariaperales6976
    @mariaperales6976 3 роки тому

    Humble, Texas

  • @udaybangale636
    @udaybangale636 3 роки тому

    very informative video.

  • @NeffWilliams-tf1lo
    @NeffWilliams-tf1lo 7 місяців тому

    CRYPTO CREDIT?

  • @lilamillan1501
    @lilamillan1501 3 роки тому

    brand new. from houston, tx.

  • @alan99yu
    @alan99yu 4 роки тому

    I applied to work for Liberty Tax. I am still learning my job.

  • @bendovaplz5329
    @bendovaplz5329 4 роки тому

    standard da da da deductions lol don't sweat it! you did great. i need help with marketing

    • @crystatyusea
      @crystatyusea  4 роки тому

      Hi, Ben! Kindly send us an email at Hello@CrystaTyus.com for any questions so that we can answer them for you.

  • @rubyschooler7417
    @rubyschooler7417 Рік тому

    Replay from North Dakota

  • @SimplicityRising-j8y
    @SimplicityRising-j8y Рік тому

    houston