The Course
Ready to tackle tax time without the tension? Dive into the essentials of US individual income tax with a focus on the 1040 form and W-2 statements. We're breaking down the nitty-gritty of your annual earnings, taxes withheld, and how to report them accurately on your tax return. You'll learn the ins and outs of deciphering W-2 boxes and translating that information into a flawless 1040, all while mastering tax deductions and credits that can maximize your refund or reduce what you owe.
By the end of this course, not only will you be confidently preparing your own taxes, but you'll also understand how to optimize your financial decisions throughout the year to benefit your tax situation. Whether you're a freelancer, full-time employee, or a curious mind wanting to make sense of those tax documents, you'll walk away with practical knowledge that translates to real dollars and sense in your everyday life. Say goodbye to confusion and costly mistakes come tax season – we've got you covered.
What you will learn
When crafting this course, I focused on the essential building blocks you’ll need to confidently tackle tax forms, specifically your 1040 and W-2. I realized that diving into taxes can be overwhelming, so I’ve broken it down into bite-sized, manageable sections, each designed to simplify the concepts and processes you'll encounter. What I love most about this course, and what I’m sure you’ll appreciate, is how it's laid out in a super logical order. It’s like a guided journey through the maze of tax jargon and numbers. By the end of it, you’ll not only have a solid understanding but also the practical skills to efficiently review and prepare your taxes, ensuring you're well-equipped to maximize your return or understand your obligations. Plus, I’ve peppered in some handy tips and common pitfalls to avoid, making this learning experience as helpful and well-organized as it gets for anyone starting out.
Curriculum
Your instructor
Caroline Knight brings a wealth of expertise to her role as a dedicated tax educator, with a robust background as a Registered Maryland Tax Preparer and an IRS Certified Acceptance Agent since 2016. Her mastery of multiple languages, including Portuguese, English, Spanish, and French, complements her academic achievements, including a Master’s Degree in Translation and Interpretation from Maryland University. Caroline's extensive experience in assisting the immigrant community with tax issues and ITIN Number applications is invaluable, demonstrating her deep commitment to serving diverse populations with exceptional skill and understanding.
Beyond her technical abilities, Caroline's zeal for teaching shines through profoundly. As a certified MVA instructor since 2018, her contribution to the immigrant community is noteworthy, having developed and delivered the 3H Alcohol and Drugs curriculum in Portuguese to over a thousand individuals. Her practical knowledge extends to financial management software, having instructed courses like Quickbooks 101, empowering her students with the tools necessary for financial literacy and success. Caroline's connection to her work is evident in her hands-on approach to education, where she is not just a teacher but also a mentor and advocate for her students' growth and prosperity.
Comprehensive
A Deep Dive into Personal Tax Forms
Essential
The Basics of Navigating Your Tax Documents
Streamlined
Efficient Approaches to 1040 and W2 Processing