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LifestyleCertified Public Accountant Tax Preparation Tutorial (Udemy.com)
A tutorial on how to do Basic Tax Preparation
Created by: John Gillingham
Last updated April 2016
What you will learn
- Learn how to organize for tax preparations. Includes lists, guidelines for preparer and file structure. A quick overview of the documents needed and how to organize them to be efficient in work.
- Learn 21 Accounting fundamentals in Excel
- How to format excel for printing to PDF or paper
- Lean how to do basic tax groupings
- Learn how to prepare basic Schedule C
- Learn how to use pivot tables and Sum IF function to create a profit and loss statement
How it compares
Against the other 200 rated Udemy courses in Accounting on CourseDuck:
- Rating4.4 out of 5higher than 31% of them
- Reviews519#92 of 201 by number of reviews
- Length2.1 hoursshorter than 82% of them
- Last updatedApril 2016earlier than 96% of them
Course Description
Work Paper organization is a first step to preparing quality tax and accounting and this course teaches the process. Also get to improve your excel skills along the way. Work papers summarize, explain, calculate, and reference to tax filings and to the source of the glorious information. Better work papers... Better work quality... Better clients... And better pay. I frequently get asked how to break into a CPA firm or get a better accounting job.
This course is a step to make the bridge between academics and making some money in a better position. This not only helps aspiring staff but owners looking to handle more complex work at scale. We will focus on tax, as this is most applicable to smaller firms like mine and tax is a great way to break into the profession. Organizing segments otherwise overwhelming jobs into small tasks and makes the seemingly daunting project manageable. This field to some extent is a methodology of financial organization, so let me show you what goes on behind the scenes of the numbers.
I am John Gillingham CPA, founder of Accounting Play where we use apps and courses to teach real world accounting, tax and, bookkeeping skills. This course is inspired from my need to teach my own staff and is a culmination of over a decade of experience. The course also comes with valuable downloads to enhance the traditional lessons. Join me in taking this important step for your education and career. Be sure to checkout the other Accounting Play apps and courses and leave feedback. It is greatly appreciated.
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Instructor Details
- 4.4 Rating
519 Reviews
John Gillingham
John Gillingham has his own CPA firm, makes creative learning tools, and consults. He designs Accounting Play products for financial accounting students and professionals.
Gillingham has ten years of financial services experience, seven of which have been with CPA firms specializing in tax, accounting, and general consultancy. Prior clients while working with other firms include audit of a multi-national manufacturing entity, high-high net worth tax for individuals, and trust work. The focus has turned to San Francisco startups and owners that need deep tax and practical consulting. High-net worth tax experience is utilized as individuals and companies grow.
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Reviews
By Ghassan on 4/21/2026
the lecturer was too fast in explaining he didnot give any background information about the topics mor ever he should give us a copy of the working sheet and the software so we can practice the lectures
By May on 12/12/2024
Yes it's a good match to me. The instructor provides me a lot of tips that save me a lot of time and it's really useful for me due to his resources files.
By Trina Henson on 9/5/2024
The instructor definitely knows what he's talking about. You can hear the passion he has for this subject in his voice and that made me excited about learning it. Great Job.
By Abigail L. on 6/12/2024
The instructor knows the information inside out and seems to be having an informal conversation with you to explain it. I learned a lot about Excel in this course.
By Mandar Gunjikar on 11/22/2023
it's a good information course. I like to watch many times. it's really a very helpful in solving problems with tax preparation. Thank you
By Haley Cole on 12/22/2020
Course was very helpful and informative! The only reason it's not 5 stars is that the Closed Captioning wasn't always correct which sometimes made it hard to follow.
By Rachel Hale on 12/9/2020
The teaching style was confusing at first because the instructor was clicking all over the screen at a fast pace— it was hard to follow... As I get further into the course however, he’s slowing down and the teaching style is easier to follow. I hope to give the course a higher rating by the time I complete it.
By Gianluca Eusepi on 5/18/2020
IT SEEMS VERY INFORMATIVE AND TEACHER IS VERY GOOD and takes his time to explain things so it's easy to understand for us. THANK YOU
By Jason Sigma Male on 7/21/2019
This is an unique course that focuses on the tax preparation for accounting students and who want to work in the CPA or tax firms to have a more detailed view on what the real jobs and tasks are. Thank you John!
By Esteban Pino-Coviello on 12/28/2018
Excellent and very complet example for an Sch C. I think is not necessary to explain MSExcel at the begining, just going towards to the exercie is ok. Highly recommendable.
Quality Score
No CourseDuck member has rated this course yet. Taken it? Give each part a thumbs up or down.
Overall Score : 88 / 100
- Video Duration:
2.1h - Price: Free
- Provider: Udemy
- Updated:
April 2016 - Level:
Beginner - Language:
English - Certificate:
No
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