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Courses for every tax professional
Get started nowAbout federal direct
Federal Direct provides best-in-class tax continuing education options for practitioners in the tax preparation industry. Real world tax preparation education topics presented in plain English, by tax professionals! Breaking complex and confusing topics down so you not only learn their impact on your clients but training so you can set yourself apart from your competition as the sought out, go-to tax advisor! Taxes, tax preparation training, and representation at both the IRS and state levels can be intimidating; we want to help you be your best, know the relevant topics, and where to find the answers.
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Upcoming live webinars
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ITIN Basics - The Application Process
This course will cover, in detail, the filing procedures and application processes for completing [+]
US tax returns for undocumented immigrants and foreign nationals in various real-life scenarios. We will cover best practices when applying for ITINs for Taxpayers, Spouses, or dependents and discuss how the recent updates from the OBBBA tax law changes impact returns with ITINs. We will discuss which form should be filed for your client, 1040, 1040X or 1040NR, and we will touch on W-7 exceptions. We will talk about multiple preparation scenarios from varying levels of tax office certifications, including the Certifying Acceptance Agent designation. This course will provide 1 IRS continuing education credit from the General Tax Law category.[-] -
UtPoIT - Capitalization
This course - one of our "Understanding the Principles of Individual Taxation" series - [+]
covers the treatment of deducting capital expenses through a process known as depreciation. Discussions include the use of Form 4562, thorough breakdowns of terminology, and similar treatments to depreciation like amortization. Included are also discussions on utilizing advanced forms of depreciation and expensing methods, like Section 179 or bonus depreciation for the TY2025 season.[-] -
UtPoIT - Finalizing the Return
This course - one of our "Understanding the Principles of Individual Taxation Series" courses [+]
- covers what happens when the return is complete. It will handle signature and recordkeeping requirements, filing deadlines, payments, payment arrangements, etc. for the TY2025 season and beyond, although some historical discussion is included.[-] -
Identity Theft - Identification and Resolution
This course covers the tax aspects of identity theft; How to identify potential fraudulent [+]
filers, how to assist clients that have fallen victim to identity theft by properly interacting with the IRS, and how to ensure that it does not happen again in the future.[-] -
Advanced Security for Tax Offices
This course will cover advanced security tactics for tax offices, from password security and [+]
two-factor authentication to layered secure backups and active threat countermeasures. Descriptive examples will be provided along with requisite references to IRS publications and regs over security for your office, clients, and e-filing license. Secondary focus will be given to office compliance procedures and data security security procedures, including the need for security plans.[-]
Our testimonials
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TommyOverall good training. For the price it is great training. I especially like the live webinars.
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Evelyn HallThis Tax Course was very rewarding & helpful. Thank You
