From Theory to Implementation: Master Real-World Workflows
Bridge the gap between textbook rules and practical application using repeatable tax frameworks designed for independent execution.
Unlock High-Value Career Opportunities
Build the specialized skills, confidence, and professional judgment needed to support small business owners and maximize your earning potential.
The Bedrock Advantage: Built on 40+ Years of Expertise
Cut through compliance confusion with proven, step-by-step training developed by a practicing veteran CPA.
About the Course
Stepping into the world of advanced U.S. tax preparation can easily feel overwhelming. Aspiring and developing tax professionals often find themselves caught in a storm of confusion surrounding complex legal business structures, intricate tax return workflows, and ambiguous review procedures. This lack of practical clarity and direction can leave you feeling unsure of your technical skills when dealing with real-world client tax issues. This course is specifically engineered to be your practical roadmap out of that confusion. Focused entirely on implementation and active decision-making rather than dense, unnecessary theory, the Advanced US Tax Preparation program delivers step-by-step frameworks using real scenarios, tools, and workflows. Through hands-on guidance, you will master everything from matching federal returns to business structures like S Corporations and Partnerships, to handling depreciation, amending returns, and answering IRS notices with absolute accuracy. Most importantly, mastering these advanced workflows is not an isolated milestone—it is an essential, foundational step in your broader professional learning journey. By equipping yourself with these repeatable systems, you are building the core financial expertise required to empower your long-term business, bookkeeping, or accounting career. This program provides the rock-solid foundation you need to evolve from a basic data processor into a trusted strategic advisor, driving massive client impact and accelerating your professional growth.
Meet Your Instructor
Joe DiChiara, CPA CEO of Bedrock360 Business Solutions & Founder of Bedrock360 Business Training Joe DiChiara, CPA, specializes in helping freelancers, entrepreneurs, and developing financial professionals minimize taxes, grow their businesses, and build unbreakable financial foundations. With over 40 years of real-world experience in public accounting, tax resolution, and small-business development, Joe has launched multiple successful businesses, trained thousands of students, and created highly effective, step-by-step training systems. Joe’s mission is simple: to remove the complex technical confusion that holds people back and empower self-starters to build profitable, sustainable careers on solid Bedrock principles. As your guide through this comprehensive learning journey, Joe focuses on equipping you with the practical judgment and confidence required for long-term professional independence and success.
Course Curriculum
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1
Welcome!
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Welcome to Advanced US Tax Preparation
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2
Course Materials
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Course Textbook
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Course Syllabus
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Glossary of Terms
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3
Chapter 1: The Perfect Storm of Opportunity
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Chapter 1: The Perfect Storm of Opportunity
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The Perfect Storm of Opportunity
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Chapter 1 Quiz
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4
Chapter 2: Legal Business Structures and US Tax Returns
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Legal Business Structures and US Tax Returns
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Legal Business Structures in The USA
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Doing Business in The USA
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Foreign Entities
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Opening a Bank Account
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Federal Tax ID#
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Chapter 2 Quiz
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5
Chapter 3: Preparing Tax Returns
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Chapter 3: Preparing Tax Returns
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Preparing Tax Returns
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Chapter 3 Quiz
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6
Advanced Tax Strategies and Compliance
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Chapter 4: Tax Issues and Strategies
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Tax Issues and Strategies
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Accounting Basis
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Startup Issues
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Multiple Accounts
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How Owners Can Pay Themselves
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Solving Tax Return Issues
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The Effect on State Returns
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Chapter 4 Quiz
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7
Resources
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US Tax & Business Resources
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8
Congratulations!
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Congratulations on Finishing Advanced US Tax Preparation
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Student Testimonials
Testimonials build trust — fast. Edit this section to show how your product is making a difference and help your audience purchase with confidence.
"Before taking this course, I felt completely lost whenever a client asked about S Corp elections or basis tracking. Joe's step-by-step frameworks changed everything. I just completed a complex business return review workflow independently, and my confidence is through the roof!"
Aspiring Tax Professional
"Joe breaks down complex tax codes into practical, digestible decision-making tools. The downloadable workflows and Thinkific quizzes kept me completely engaged, and the final project proved to me that I’m truly ready for professional tax work. Highly recommend!"
Junior Accountant
"As a bookkeeper, I wanted to offer more value to my small business clients but lacked real-world tax clarity. This program was the perfect addition to my professional journey. The practical instruction allowed me to transition from simple data entry to offering genuine strategic support."
Small Business Advisor
Ready to Master US Tax Preparation?
Enroll now to gain expert knowledge and hands-on skills in U.S. tax preparation. Take the leap towards a successful career!
₱3,699.00