January 6, 2021 8:00am – 3:30pm Map & Directions 602-252-4144

Preparing Individual Tax Returns for New Staff and Para-Professionals


The objective of this course is to train new staff accountants, data processing employees, para-professionals and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms.

This course covers the latest tax law changes, making it essential for your new staff.


ASCPA Learning Center
4801 E Washington St Ste 180
Phoenix, AZ 85034-2040

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):


  • Learn complicated issues of filing status and dependency exemptions.
  • Learn about Schedules A, B, C, D, E, and SE; Forms 2106, 4797, and 4562; passive rules and more.
  • Complete comprehensive problems related to Schedules A, C, and D; Forms 2106, 4797, 6251, and more, all with "filled-in" forms.
  • Learn about IRA contributions, self-employed retirement plans, child-care credits, and the adoption tax credit.

Course Level



Surgent McCoy CPE, LLC More With This Vendor

Designed For

New staff and para-professionals who prepare individual returns.



Event Leaders

Jenson, Joshua R.

Rating: 4.80

Joshua Jenson has 27 years of public accounting experience in the area of tax, specializing in LLC, partnership, S corporation and related individual tax matters. He is managing partner of Jenson & Company, CPAs, P.C., which he founded 22 years ago. His firm is known for a boutique service approach, with a focus on tax planning and strategies. Jenson is a member of the Oklahoma Society of CPAs (OSCPA), the Oklahoma City Chapter of the OSCPA and the American Institute of CPAs. He serves as Trustee and Chairman of the Educational Foundation and is a public speaker for the OSCPA. Jenson received the 2014 Distinguished CPA Award from the OSCPA in recognition of his involvement in the community and activism in the accounting profession. Offering expert insight on tax issues, Jenson has appeared in numerous Oklahoma TV news interviews and been quoted in several Oklahoma newspaper articles. For over 9 years he was a weekly guest during tax season on a local talk radio station, where he grew to be known as “JJ the CPA.” Jenson is also an insurance agent with MassMutual, servicing clients through Jenson Insurance Group, specifically with life and disability income insurance needs as part of long-term, generational tax strategies. During his first year of practice, MassMutual ranked him eighth in the country for first-year agents, and named him Rookie of the Year for MassMutual in Oklahoma. He is licensed in Oklahoma, Texas, Kansas, Washington, Illinois, and New Jersey. Jenson graduated from Abilene Christian University with an accounting degree in 1993, and is a licensed CPA in Oklahoma and Texas.

More With Jenson, Joshua R.


  • Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms.
  • Taking initiative in difficult assignments; can you deliver the QBI message? Full coverage of 199A qualified business income, its calculation, limitations and examples.
  • Form 8867 - Protecting practitioners.
  • Dividends and interest - Ordinary, return of capital and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.
  • Security transactions - From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues.
  • Self-employed person issues.
  • Schedule C deductions including depreciation.
  • Sale and exchange of property - Understanding Form 4797 and depreciation recapture; capital gains.
  • A working understanding of passive losses - How to handle rental property and how the passive loss rules flow to the tax forms.
  • Itemized deductions - A thorough understanding of what's deductible and what's not.
  • Interest deductions - Limitations and timing problems.
  • Retirement contributions and education credits and deductions.
  • Tax computations - The Kiddie Tax, AMT, regular tax, tax credits.
  • Individual problems illustrated by form preparation for various items, with numerous "practice tips".
  • Impact of recent legislation and forms changes on the 1040.

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