If you're unable to pay in full for our Comprehensive Tax Course Packages, FINANCING IS AVAILABLE!
If you're not approved for financing through our finance company and/or any of our other installment payment providers, we do offer in house payment plans, simply reach out to us for more information. (Please note, that proof of denials are needed prior to in-house payment plans being offered.)
Once your payment for enrollment is received, processed & cleared, you will receive an reciept via email and/or text message and your online class profile will be established within 48 hours and at that time you will receive your login links. (Please note, that if you enroll/register prior to October 9, 2022, your links will be sent to you no later than, October 8, 2022). Upon logging into your portal you will need to complete the following registration documents: Distance Learning Agreement and Student Registration Form, which are also available in your Classroom Portal.
PLEASE BE ADVISED, the cost of our Comprehensive Tax Course Packages are non-refundable, however you can drop the courses at any time, for any reason.
Course Description:
16 chapters total, 3 hours per chapter, total of 48 credit (CE) hours
No minimum education requirements are necessary to enroll in our tax courses
Once this course is COMPLETED SUCCESSFULLY, you will be qualified and able to:
Provide services to taxpayers as a qualified tax professional
Perform a professional and thorough tax preparation client interview
Understand and Prepare tax returns for most individual U.S. taxpayers
Understand and Complete Schedules C, D and E
Determine what credits and deductions a taxpayer's eligible for
Calculate depreciation for assets and eligibility for Section 179
Calculate a taxpayer's refund or balance due accurately
Provide advice to a taxpayer in tax planning strategies
Understand and meet the IRS e-file and due diligence requirements for tax preparers
Understand the ethical responsibilities of tax professionals
Save money on your personal taxes and preparation fees by preparing your own taxes
Earn money by preparing personal tax returns for others
Topics Include:
Electronic Filing
W-2 & 1099 Forms
Form 1040 and the corresponding schedules
Interview Techniques
Filing Requirements
Filing Status
Dependents
Earned Income Tax Credit
Due Diligence
Child Care & Tax Credits
Interest & Dividends
Other Income
Adjustments to Income
Tax Cuts and Jobs Act of 2017
Understanding and Completion of Form 1040SR
The Path ACT
Filing a Decendent Tax Return
Itemized Deductions
Employee Business Expenses
Sale of Real Estate
Depreciation
Self-Employment
Rental Property
Capital Gains & Losses
Alternative Minimum Tax
Education Expenses & Plans
IRAs & Retirements Plans
Ethics
Kiddie Tax
Tax Saving Ideas
Jordan & Associates, LLC "Tax Angels Tax School" will report all credit hours and completed certificates to the IRS. Students will also earn a Certificate of Completion that will be sent via email.
You may enroll in our Comprehensive Tax Course at anytime, as it is available year round and courses are accessible 24/7.
Classes are completely online and self paced, we recommend being able to contribute at least 8 hours a week to the clasess.
Office Hours are available on Mondays, Wednesdays, Fridays from 7:00pmcst to 8:00pmcst (Office Hours must be scheduled the day before no later than 12pmcst) and Class Study Sessions are held on Saturdays from 9amcst to 12pmcst . Please note that office hours may be recorded for others reference. Videos and documents will be available in our tax class portal, in which you will have access to through this website and/or our Facebook Private Class Group.
(Please Note that Office Hours and Class Study Sessions availability is slightly different from December 15 through April 15, students will be made aware of the schedule availability via their classroom portal).
Class assignments/work is self paced, however, there are deadlines for the completion of assignments, quizzes and final tests that are in your student portal, which you can also access through our website and/or our Facebook Private Class Group.
Class Start Date
Payment/Sign Up Date
Last Day of Class
October 2022 (Tax Course updated to reflect yearly changes)
Sept. 2022 - Aug. 2023
180 days from enrollment date
September 2023(Tax Course be updated to reflect yearly changes)
Aug. 2023 - Aug. 2024
180 days from enrollment date
Upon Successful Completion students will receive Certificates of Completion and a Reward for their hard work.
As well as qualify to be listed on the IRS website and obtain a **Certificate of Completion from the IRS as an AFSP**.
*Syllabus is subject to change as the Internal Revenue Service make updates to the tax rules, laws, regualtions, forms, etc...
*If you are unable to make your payment online, please give us a call and we will take your payment by phone.
*Cash payments, CashApp, PayPal, Venmo, & Zelle is also accepted, please contact us if you prefer to utilize either one of those payment methods.
To be added to our email notification list for Classess starting in 2023, please contact us via the "LET'S CONNECT"or the "Contact" box at the bottom of this screen and we will send you notification updates for our 2023 courses.
* PTIN Application Approvals and/or EFIN Application Approvals are determined by the IRS and certain criminal background issues can result in applications being denied. *
** AFTR Course is an add-on and can be added for an additional $30.00. AFTR Course is adminstered via a 3rd Party Platform & is not administered via our platform. Tax Professional must pass AFTR course to qualify for the AFSP Certificate of Completion from the IRS as a AFSP to be listed on the IRS website for the upcoming Tax Season. CTE credit hours must be obtained on or before December 31, 2022, as any CTE credit hours completed after December 31, 2022 will be credited toward next tax season. In order to qualify, to be listed, on the IRS website as a AFSP Tax Professional for the upcoming tax season a tax return preparer must complete 18 CTE hours (15 CTE hours for exempt preparers) during the preceding year. Our Comprehensive Tax Course Packages include all of the hours that are required, plus more, to obtain the AFSP Designation from the IRS. **
*** Tax Business Package and Tax Business Plus Package students will receive 25-65% off our Professional Tax Software ***
**** Tax Business Website with back links (up to 3 back links for Tax Business Package and up to 18 back links for Tax Business Plus Package) with Client Portal System and Professional Business Email (up to 6 email accounts are included and additional email accounts are available for $1.50 each per month), monthly hosting and maintenance in the amount of $65.00 or monthly hosting plan only in the amount of $45.00 is required to keep your website live. Additional back links are available for $10.00 each and additional webpages are available for $100.00 each. ****
***** Unlimted Mentorship & Coaching is available for 1 tax season (Jan 2023 to April 2023) and is limited to emails, text messages, and Facebook Group posts/messages. One on One in person &/or Zoom Sessions are not provided, however, there will be 1 weekly Zoom Session held on every Sunday until the end of April 2023. If One on One Coaching/Mentoring Sessions are need we have several paid tiered options a person can upgrade to. *****
****** IRS Skip the line phone calls are only available during Jan 2023 to April 2023. If more minutes are needed they can be purchased in blocks of 10 minutes for $4.00. ******
******* NATP Memberships for the Tax Professional Package are: Basic Membership is $5.00 and Associate Professional Membership is $100.00.----- NATP Memberships for the Tax Business Package are: Basic Membership is $75.00 and Professional Membership is $185.00 ----- NATP Memberships for the Tax Business Plus Package are: Basic Membership is $55.00 and Professional Membership is $165.00. *******
** Monthly payment amount is determined by the package and length of terms offered by the financing company. Minimum Credit/Fico Score of 540 is required. If credit/fico score is less than 540 please reach out to us so that we can offer you alternative financing methods. **
Terms of Use - Jordan & Associates, LLC “Tax Angels”, Jordan & Associates, LLC “Tax Angels” Tax & Accounting Software & Jordan & Associates, LLC “Tax Angels” Tax School Terms of Use
AGREEMENT BETWEEN USER AND Jordan & Associates, LLC “Tax Angels”, Jordan & Associates, LLC “Tax Angels” Tax & Accounting Software & Jordan & Associates, LLC “Tax Angels” Tax School Terms of Use
This web site and any software, product, and/or service is offered to you, the user, conditioned on your acceptance without modification of the terms, conditions, and notices contained herein. Your use of this web site and any software, product, and/or service constitutes your agreement to all such terms, conditions, and notices, and any software licensing agreements.
OUR RETURN POLICY
Our tax and/or accounting software, including but not limited to software, products and/or services add-ons, is not refundable.
CONSULT A CPA, ENROLLED AGENT, TAX ATTORNEY, OR OTHER TAX ADVISOR
All information provided on this web site is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we strive to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the facts of their particular situation.
PERSONAL AND NON-COMMERCIAL USE LIMITATION
This web site is for your personal and non-commercial use. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, license, create derivative works from, transfer, or sell any information, software, products or services obtained from this web site.
Jordan & Associates, LLC “Tax Angels” Tax & Accounting Software and other names of Jordan & Associates, LLC “Tax Angels” products and/or services referenced herein are trademarks or registered trademarks of Jordan & Associates, LLC. Other product and company names mentioned herein may be the trademarks of their respective owners.
LIABILITY DISCLAIMER
THE INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES PUBLISHED ON THIS WEB SITE MAY INCLUDE INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION AND SOFTWARE HEREIN. JORDAN & ASSOCIATES, LLC “TAX ANGELS” AND/OR ITS RESPECTIVE SUPPLIERS MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THIS WEB SITE AND THE SOFTWARE AT ANY TIME. THIS WEB SITE MAY BE TEMPORARILY UNAVAILABLE FROM TIME TO TIME DUE TO REQUIRED MAINTENANCE, TELECOMMUNICATIONS INTERRUPTIONS, OR OTHER DISRUPTIONS.
JORDAN & ASSOCIATES, LLC 'TAX ANGELS' AND/OR ITS SUPPLIERS MAKE NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES CONTAINED ON THIS WEB SITE FOR ANY PURPOSE. ALL SUCH INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. JORDAN & ASSOCIATES, LLC “TAX ANGELS” AND/OR ITS RESPECTIVE SUPPLIERS HEREBY DISCLAIM ALL WARRANTIES AND CONDITIONS WITH REGARD TO THIS INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES, INCLUDING ALL IMPLIED WARRANTIES AND CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, AND AVAILABILITY. IN NO EVENT SHALL JORDAN & ASSOCIATES, LLC “TAX ANGELS” AND/OR ITS SUPPLIERS BE LIABLE FOR ANY DIRECT, INDIRECT, COMPENSATORY, PUNITIVE, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF OR IN ANY WAY CONNECTED WITH THE USE OF THIS WEB SITE OR THE SOFTWARE OR WITH THE DELAY OR INABILITY TO USE THIS WEB SITE OR THE SOFTWARE, OR FOR ANY INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES OBTAINED THROUGH THIS WEB SITE, OR OTHERWISE ARISING OUT OF THE USE OF THIS WEB SITE, WHETHER BASED ON CONTRACT, TORT, STRICT LIABILITY OR OTHERWISE, EVEN IF JORDAN & ASSOCIATES, LLC “TAX ANGELS” OR ANY OF ITS SUPPLIERS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. BECAUSE SOME STATES/JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU.
NO UNLAWFUL OR PROHIBITED USE
As a condition of your use of this web site and the software, you warrant to Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers that you will not use this web site or the software for any purpose that is unlawful or prohibited by these terms, conditions, and notices.
LINKS TO THIRD PARTY SITES
This web site may contain hyperlinks to web sites operated by parties other than Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers. Such hyperlinks are provided for your reference only. Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers does not control such web sites and is not responsible for their content. Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers, inclusion of hyperlinks to such web sites does not imply any endorsement of the material on such web sites or any association with their operators.
MODIFICATION OF THESE TERMS AND CONDITIONS
Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers reserves the right to change the terms, conditions, and notices under which this web site and the software(s), product(s), and service(s) is offered.
GENERAL
This agreement is governed by the laws of the State of Alabama, U.S.A. You hereby consent to the exclusive jurisdiction and venue of courts in Jefferson County, Alabama, U.S.A. in all disputes arising out of or relating to the use of this web site or the software(s), product(s), and service(s). Use of this web site is unauthorized in any jurisdiction that does not give effect to all provisions of these terms and conditions, including without limitation this paragraph.
The parties hereto acknowledge that they have had the opportunity to be represented by independent counsel of their choice prior to entering into this Agreement. The parties acknowledge the substantial contacts they have had and will continue to have in Jefferson County, Alabama. Such contacts include the following: Licensor has its headquarters in Jefferson County, Alabama; Licensee will deal with and/or receive strategic guidance and technical and other support or direction from Licensor’s personnel based in Jefferson County, Alabama; Licensee will receive or be sent Confidential Information originating from Licensor in Jefferson County, Alabama; Licensee commenced the preparation of tax returns, and the offering of any bank products, from the Licensors Portal in Jefferson County, Alabama; this Agreement was formed in, accepted in, and executed in Jefferson County, Alabama; any and all payments due under this agreement have been paid, and any future payments will be paid, in Jefferson County, Alabama; and the parties’ expectations under this Agreement are based on Alabama law. Licensee agrees that the laws of the State of Alabama (without regard to laws of the State of Alabama related to choice of law) shall govern this Agreement.
For the purposes of this Agreement it is agreed that all tax returns transmitted pursuant to this agreement are transmitted from Jefferson County, Alabama and all bank products applied for and provided pursuant to this agreement are applied for and provided in Jefferson County, Alabama, regardless of the physical location of the Licensee.
Licensee acknowledges that the Licensed Program(s) and other proprietary information of Licensor are unique and that, in the event of any breach of this Agreement by Licensee, Licensor may not have an adequate remedy at law, and shall be entitled to enforce its rights hereunder by an action for damages and/or specific performance and/or injunctive or other equitable relief, in Jefferson County, Alabama, without the necessity of proving actual damages.
You agree that no joint venture, partnership, employment, or agency relationship exists between you and Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers as a result of this agreement or use of this web site or the software(s), product(s), and service(s).
Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers performance of this agreement is subject to existing laws and legal process, and nothing contained in this agreement is in derogation of Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers right to comply with law enforcement requests or requirements relating to your use of this web site or the software or information provided to or gathered by Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers with respect to such use.
If any part of this agreement is determined to be invalid or unenforceable pursuant to applicable law including, but not limited to, the warranty disclaimers and liability limitations set forth above, then the invalid or unenforceable provision will be deemed superseded by a valid, enforceable provision that most closely matches the intent of the original provision and the remainder of the agreement shall continue in effect.
This agreement constitutes the entire agreement between the user and Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers with respect to this web site and the software and it supersedes all prior or contemporaneous communications and proposals, whether electronic, oral, or written, between the user and Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers with respect to this web site or the software. A printed version of this agreement and of any notice given in electronic form shall be admissible in judicial or administrative proceedings based upon or relating to this agreement to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form.
Fictitious names of companies, products, people, characters and/or data mentioned herein are not intended to represent any real individual, company, product or event.
Any rights not expressly granted herein are reserved.
USE OF BULLETIN BOARD, CHAT ROOMS, AND OTHER COMMUNICATIONS FORUMS
If this web site contains bulletin boards, chat rooms, or other message or communication facilities (collectively, "Forums"), you agree to use the Forums only to send and receive messages and material that are proper and related to the particular Forum.
You acknowledge that all Forums are public and not private communications. Further, you acknowledge that chats, postings, conferences, and other communications by other users are not endorsed by Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers, and such communications shall not be considered reviewed, screened, or approved by Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers. Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers reserves the right for any reason to remove without notice any contents of the Forums received from users, including without limitation bulletin board postings. Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers reserves the right to deny in its sole discretion any user access to this web site or any portion thereof without notice.
By way of example, and not as a limitation, you agree that when using a Forum, you shall not do any of the following:
Defame, abuse, harass, stalk, threaten or otherwise violate the legal rights (such as rights of privacy and publicity) of others.
Publish, post, distribute or disseminate any defamatory, infringing, obscene, indecent or unlawful material or information.
Upload files that contain software or other material protected by intellectual property laws (or by rights of privacy of publicity) unless you own or control the rights thereto or have received all necessary consents.
Upload files that contain viruses, corrupted files, or any other similar software or programs that may damage the operation of another’s computer.
Advertise or offer to sell any goods or services, or conduct or forward surveys, contests, or chain letters.
Download any file posted by another user of a Forum that you know, or reasonably should know, cannot be legally distributed in such manner.
INFORMATION CONTAINED WITHIN
This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel from us or others authorized to provide such.
In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.
While our intent is to make transmissions to and from this web site secure, it is understood that no warranty of security can be made and that unforeseen security breaches by "hackers" is a possibility, however slight.
Reproduction of part or all of the contents on this site in any form is prohibited other than for individual use only and it may not be shared with any third party. All content on this site is copyright protected and/or trademarked as appropriate and may not be copied, duplicated or altered in any way.
COOKIES
We may use cookies (a small text file placed on your computer to identify your computer and web browser) and may use anonymous identifiers (a random string of characters that is used for the same purposes as a cookie). We may use cookies and other similar technologies to analyze use of and improve the Site and Services and as described in the Advertising and Online Tracking Section of this Privacy Policy. Most web browsers are initially set up to accept cookies. You can reset your web browser to refuse all cookies or to indicate when a cookie is being sent, however, certain features of the Site or Services may not work if you delete or disable cookies. Some of our Service Providers (defined below) may use their own cookies, anonymous identifiers, or other tracking technology in connection with the services they perform on our behalf. We may use Google Analytics on the Site and Services to analyze how users use the Site and Services, and to provide advertisements to you on other websites. For more information about how to opt out of having your information used by Google Analytics, visit https://tools.google.com/dlpage/gaoptout/.
ADVERTISING AND ONLINE TRACKING
We may allow third-party companies to serve ads and collect certain information when you visit the Site and Services. These companies may use certain information (e.g. click stream information, web browser type, time and date, subject of advertisements clicked or scrolled over) during your visits to the Site and other websites in order to provide advertisements about goods and services likely to be of interest to you. These companies typically use a cookie to collect this information. Our systems do not recognize browser “Do Not Track” signals, but several of our Service Providers who utilize these cookies on our Site enable you to opt out of targeted advertising practices. To learn more about these advertising practices or to opt out of this type of advertising, you can visit www.networkadvertising.org or www.aboutads.info/choices/. We also provide you with additional tools to opt out of marketing from us via your "portal account” and this Privacy Policy and/or Terms and Conditions.
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If you're unable to pay in full for our Comprehensive Tax Course Packages, FINANCING IS AVAILABLE! 
for financing through our finance company and/or any of our other installment payment providers, 
we do offer in house payment plans, simply reach out to us for more information. (Please note, that proof of denials are needed prior to in-house payment plans being offered.)
Classes are completely online and self paced, we recommend being able to contribute at least 8 hours a week to the clasess.
