Basic Tax Course Part 1 – 2022 Federal Law – Self-Study – No Videos
This course is intended as the first of two parts included in the Federal Basic Tax Course, and the first of three parts in the Oregon 80-Hour Basic Tax Course, which meets the Oregon State LTP requirement. To complete the full program required for exam preparation and licensing requirements, you should purchase one of the packages below.
Anyone who wishes to learn the basics of tax law and return preparation for individuals may purchase this unit as a stand-alone course.
You can find the full packages here:
Basic Tax Course – Federal Tax Law Only
80-Hour Basic Tax Course – Federal and Oregon Tax Law
The Basic Tax Course is suitable for beginner students who want to enter the tax preparation industry for the first time, while offering more experienced tax professionals the opportunity to expand and build upon their existing knowledge base.
Qualified and knowledgeable tax preparers are hard to find. Tax preparers must achieve a level of knowledge necessary to pass federal or state exams, but more importantly they must be able to apply tax knowledge to the preparation of tax returns.
While most tax education programs offer little more than theoretical coverage of tax law, our Basic Tax Course provides in-depth education that extends beyond theory and into the mechanics of tax form preparation. Students are taught tax law, how to read tax reporting documents, and how to complete tax forms.
Prepare for Oregon’s LTP Exam
Currently, Oregon is the only state in America where you must be licensed to prepare tax returns as a paid professional. Oregon’s licensing laws are designed to protect consumers by ensuring tax professionals deliver competent and ethical services. To become licensed in Oregon an individual must:
- Successfully complete an approved Basic Tax Course which includes a minimum of 80 hours of instruction.
- Pass an exam, administered by the Oregon Board of Tax Practitioners, by achieving a score of 75% or higher.
- Submit a license application and pay a license fee.
Learn From the Best Tax School in Oregon
Pacific Northwest Tax School was formed in 2001 to provide quality tax education. From the beginning, our goal has been to provide an educational program that prepares students for Oregon’s rigorous LTP exam and for the real world of professional tax preparation. We believe we have succeeded in creating the best tax school in Oregon. Since 2001, the overall pass-rate of our graduates at the Oregon LTP exam has been 20 – 40% higher than the pass-rates of other local and national schools. Our overall school pass-rates in the 2008 and 2009 exam cycles were 93% and 94%, respectively. Our pass-rate for the 2013 exam cycle was 100%.
The 80-Hour Basic Tax Course for Federal and Oregon Tax Law provides 141 hours of education, delivered through a carefully designed online learning management system. Course content includes 60 hours of lecture video, detailed student manuals, comprehensive tax return assignments and quizzes, and answer keys with references and explanations. Recommended completion time is 14 weeks.
Click Here to View Enrollment Agreement and Terms:
2022 HECC Catalog Updated
Topics Covered
Basic Part 1 – Session 0
Introduction to the Oregon 80 Hour Basic Tax Course
Basic Part 1 – Session 1
Filing Requirements
The Standard Deduction
Decedents
Basic Part 1 – Session 2
Filing Status
Basic Part 1 – Session 3
Dependents
Basic Part 1 – Session 4
Wage and Tip Reporting
Other Income
The Foreign Earned Income Exclusion
Basic Part 1 – Session 5
Interest Income
Dividend Income
Basic Part 1 – Session 6
Pension Income
Retirement Plans
Annuities
Basic Part 1 – Session 7
Above the Line Adjustments (IRA’s, Student Loan Interest, HSA’s, Alimony)
Basic Part 1 – Session 8
Deducting Medical Expenses
Basic Part 1 – Session 9
Deducting Taxes
Interest & Charitable Donations
Miscellaneous Deductions
Basic Part 1 – Session 10
Casualty Losses
Basic Part 1 – Session 11
Education, Energy, and Other Credits for Individuals
Basic Part 1 – Session 12
Tax Credits for Families with Children
Basic Part 1 – Session 13
Final Exams
$345.00
Get Started Now Enrollment Closed
Self-Study – No Videos
Course Type:
Basic Tax
Term:
2022 Tax Law
Registration Status:
Registration Open
Ends: September 30th, 2024
Course Status
Available
Course Length:
45 Hours
Course Fees:
Registration | $5.00 |
Tuition | $10.00 |
Course Materials | $330.00 |
Total | $345.00 |
Course Credits:
IRS (Federal Tax Law) | 45 Hours |
Oregon Tax Board | 45 Hours |
Field of Study
Taxation
Program Level
Beginner
Prerequisite
None
Delivery Method
Self-study – No videos
Educational Venue
Online Course
IRS Federal Program Number
VRD3D-T-00724-23-S
Meet Your Instructor
April Gutierrez, Enrolled Agent:
Known for her entertaining speaking style and ability to make a complex subject easy to understand, April is frequently invited to speak to business groups and news media on tax-related topics. She has a B.A. in Communication Studies from Murdoch University in Perth, Australia. She obtained her Oregon LTC in 1995.
April resides in Portland, Oregon, with her husband Jess and their two sons. Her pastimes include gardening, travel, and playtime with her Arabian horse, Fancy.
Course Requirements
Any Time, Anywhere
Our online Learning Management System (LMS), offers you the flexibility to study at your own pace while still enjoying many of the benefits of a live classroom.
- Watch lecture video recordings of live instructor-led classes.
- Break to complete classwork and quiz assignments as instructed.
- If you have a question or need help understanding your assignments, use our Q&A forum to post questions and receive answers from your instructor.
- Complete assignments and tests then submit your answers online.
Advance Preparation Required
Our site requires an up-to-date Adobe Flash® Player and use of a high-speed Internet connection. To ensure your learning experience is worthwhile and productive, we ask all students to take the time to become familiar with our site before attending class.
Recommended Minimum Requirements
The following requirements are recommended for using this site. Few students have reported success while operating outside of these requirements, therefore these are provided as a guideline for troubleshooting if you are having difficulties viewing or operating in this site.
Operating System: |
*Your operating system should be fully updated. |
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Browser: |
If you encounter log in or video viewing difficulties, we strongly recommend you install Google Chrome. In any browser, both Cookies and JavaScript must be enabled. |
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Connection: | Broadband (512 Kbps+). Mobile hotspots are NOT supported. | ||
Peripherals: | Headphones and/or Speakers |
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 the enrollment agreement form for that course, a link to which can be found on the catalog page for each Basic Tax course.
Prerequisites & Advance Preparation
Students intending to write the Oregon State Tax Exam, must be at least 18 years of age, and have High School Diploma or GED. Students using our self-paced internet based program should prepare for classes by downloading and printing course materials. For more information including detailed course descriptions and learning objectives, view the details of each course, located on Pacific Northwest Tax School’s catalog pages at: https://www.pnwtaxschool.com/list-of-all-courses/
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.
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Enrollment ClosedOur Credentials:
IRS APPROVED
Notice to Members of the National Association of Enrolled Agents: NAEA requires its members to obtain 30 hours of CPE each year. NAEA further requires the CPE be in compliance with IRS guidelines. As an IRS approved sponsor of CPE, our programs meet CPE standards set forth by NAEA.