Tax Return Preparation

CPE Available

This course is designed for all tax practitioners, especially those who prepare returns. We will discuss opportunities and items to identify on a client’s tax return to potentially help reduce their taxes. This course also focuses on the importance of work papers and what should and should not be included in work papers when preparing taxes. Finally, this course addresses the importance of an upfront contract for tax preparation, including a great example of an upfront contract being presented to a mock client.

Major Topics Covered

  • What items to identify on client tax returns to help them reduce their taxes.

  • The importance of work papers during tax return preparation.

  • How to structure and present an upfront contract with a client for tax preparation.

Learning Objectives

  • Identify ways to help their clients reduce taxes on their tax returns.

  • Explain why firms should complete work papers for all tax returns.

  • Distinguish between what should and should not be included in their work papers.

  • Describe the components of an upfront contract for tax preparation.

  • Instructional Delivery Method

    Self-Study (On-Demand Video Training)

  • Field of Study


  • Program Knowledge Level


  • Prerequisites


  • CPE Hours

    1.0 CPE

Meet Tom Wheelwright

CPA, Entrepreneur, Best Selling Author, Rich Dad Advisor® & International Authority on Tax

Tom Wheelwright, CPA is the visionary and best-selling author behind multiple companies that specialize in wealth and tax strategy. Tom is also a leading expert and published author on partnerships and corporation tax strategies, a well-known platform speaker and a wealth education innovator.

Tom is a regular commentator in the field of taxes and contributes regularly to major professional journals and online resources. Tom’s work has been featured in hundreds of media, including Forbes, The Huffington Post, Accounting Today, CFO Magazine, ABC News Radio and AZTV Morning News, along with writing columns for Entrepreneur Magazine and Inman News. 

Tom is a global speaker on tax and wealth strategies for small businesses and investors. Since 2011, Wheelwright has been a keynote speaker at Rich Dad conferences worldwide on six continents (Africa, Asia, Australia, Europe, North America, and South America) with Robert Kiyosaki (Author, “Rich Dad Poor Dad”). 

 In 2017, interest in Tom’s approach to tax reduction and wealth-building became so great that Tom needed more than 1 CPA firm to properly serve each client. 

Tom created an education company:  WealthAbility® with the mission to educate more entrepreneurs and investors than ever before.  To service those customers, Tom premiered the WealthAbility® Network of tax professionals trained and certified in Tom’s concepts and practices. 

Course Curriculum

  • 1

    Tax Return Preparation

    • Tax Return Preparation

    • Tax Return Preparation - Part 1

    • Engagement & Review Question (Required for CPE)

    • Engagement & Review Question (Required for CPE)

    • Engagement & Review Question (Required for CPE)

    • Tax Return Preparation - Part 2

    • Qualified Assessment (Required for CPE)

Tax Return Preparation

Reduce taxes directly on the tax return