Tax School

Series
The
Right Start
Session 1

Tax School Series

th
a
P
r
You

Session 1
The Right Start
Planning,
Staffing,
Training, and
Building
Curriculum

t
to S

g
n
i
f
f
a

Session 2
Getting the
Word Out
Marketing,
Generating
Leads, and
Entering Leads
into Employee
Education

for

aS

ssf
e
c
uc

son
a
e
xS
a
T
ul

Session 3
Filling Classes
Recruiting and
Converting
Leads into
Students

Session 4
Sharing and
Building
Knowledge
Delivering
Content

Session 5
Building
Careers
Communicating
Employment
Opportunities,
Evaluating
Student
Performance &
Student to
Employee Hiring
Process

Objectives
By the end of this session, youll know:
What resources are available to help set your
goals and plan your Tax School
What key roles you should consider staffing
and the tasks to assign to them
How to use the training curricula available on
the Learning Center and the resources on
JHnet
How to build your curriculum and create
classes
Where to get information on State Regulatory
Considerations

Operate Your
Tax School
Business Center
Whats New
Tax School - By Task and
By Role
Tax School Tools
eServices for Tax School
Tax School Reports
JH Learning Center Links
Tax School A - Z

Setting Goals
Identify your Tax Season
goals:
How many tax returns you
plan to prepare next year
How many Tax Preparers
you need to prepare those
tax returns
How many experienced
Tax Preparers are
interested in returning

Identify your Tax School

goals:
How many Tax School
students you need to
complete the course
How many Tax School
students you need to enroll
How many Tax School
leads you need to generate

Determining Preparer Needs

Sample
Template

Determining Preparer Needs

Goal Summary

Budgeted Returns
3000
Total Preparers Needed
24
Returning Preparers
11
New Preparers Needed
13
Daytime Preparers
Evening Preparers

Registration Goal
Inquiries Goal

7
4

65
650

Budgeting
Create a budget that will allow you to
recruit the necessary number of tax
preparers to meet or exceed your
goals for tax return growth.

Budgeting
Identify expenses for Tax School:

Staff salaries, wages, bonuses, and incentives

Staff training
Marketing and promotions
Office rent and utilities
Telephone
Insurance
Computers, books, and supplies
Awards and certificates

Determine your break-even number:

Divide your total expenses by the number of students needed to
meet your recruiting goal.

Determine your registration fees, tuition fees, and book

fees, if applicable.

Staffing Your Tax School

Working together with a
well-trained staff, you
should be confident you
can achieve your Tax
School goals.

Coordinator
Responsibilities

Staffing Your Tax School

Monitoring compliance
with state regulations for
operating a Tax School
Executing and monitoring
your marketing plan
Tracking inquiries and
registrations
Helping hire and train
Recruiters and Instructors
Entering classes in
eServices
Monitoring course sessions
and student progress
Monitoring fees and
expenditures

Recruiter
Responsibilities

Staffing Your Tax School

Handling inquiries
Establishing relationships with
leads and enrolling them in Tax
School
Tracking and managing leads
Following up with those who
havent registered
Training support staff to assist
with inquiries
Holding Free Information
Seminars
Processing student
registrations and mailing
Registration Packets
Providing input into the hiring
of Tax Preparers

Staffing Your Tax School

Instructor
Responsibilities
Managing course sessions
Monitoring student
attendance and progress
Delivering course content
Facilitating online classes
Administering ProFiler labs
Explaining potential
employment opportunities
Evaluating students for
employment

Support Staff

Assist with paperwork and

data entry for inquiries and
registration
Enter lead and student
information into
Employee Education
Process registrations,
including paperwork
and fees
Send Registration Packet to
registrants
Answer the telephone and take
messages
when the Recruiter is either
busy or unavailable
Assisting with classroom setup and testing computers
before classes

Task School By Tasks

Planning
& Staffing
Analyzing
Your
Tax School

Setting
Your Curriculum

Marketing
&
Generating Leads

Evaluating
Students

Managing
Leads

Delivering
Content
Recruiting &
Registering

Tax Education Curriculum Catalog

Description
Target Audience
# of CPE for Enrolled Agents
Length
Format
Materials Needed
Source
Availability

Planning Your Basic Income Tax

Course
Delivery Options:
Traditional Classroom
Computerized or Online Classroom
Online

Reference Materials:
Basic Income Tax Rollout Guide
Basic Income Tax Users Demo

Planning Your
Basic Income Tax Course
These recommended materials are available from RR
Donnelley:
Traditional Delivery
Basic Income Tax 1, 2, 3 (Kit) Participants Manual
Basic Income Tax 1, 2, 3 Facilitators Guide
Basic Income Tax Transparencies 1, 2, 3

Computerized Delivery
Basic Income Tax 1, 2, 3 (Kit) Participants Manual
Basic Income Tax 1, 2, 3 Facilitators Guide
Basic Income Tax Transparencies 1, 2, 3

Online Delivery (Includes Online and Online Classroom)

Basic Income Tax 1, 2, 3 (Kit) Participants Manual
Basic Income Tax 1, 2, 3 Facilitators Guide

Building Curriculum
To build your curriculum:
1.

Gather data to determine the training needs of your prior-year tax

preparers.

2.

Gather the tools to plan your curriculum.

3.

Fee Modeling eService What type of returns?

Gold Guarantee Claims
Red Flag Report
Risk Analysis Report
EA Track

Tax Education Curriculum Catalog

Tax School Calendar

Consider offering an Enrolled Agent Study Group session.

Building Your Curriculum

To build your curriculum (continued):
4.

Review your Tax School Goals.

5.

Determine Tax School Offerings.

6.

New vs. Experienced Prepares

Tax Education Curriculum Catalog
Delivery Methods
Lab Work

Determine course session locations and dates.

New Offices
Low Staffed Offices
Varying Times Focus on Day/Night/Weekend Preparer Needs

Building Your Curriculum

To build your curriculum (continued):
7. Set up courses in the Employee Education eService.
9. Create your Tax School Catalog.

Enrollment Agreement
Course Offerings
Refund Policy, Etc. (Sample on the Operate Your Tax School Business
Center)

9. Purchase your course materials from RR Donnelley using the Tax

School Order Form.
10. Make arrangements for your course sessions.

Reserve the rooms that you will need.

Plan your classroom set-up.
Identify equipment and supply needs.

Tax School Order Form

Tax School Order Form Available on JHnet
Tax School Materials
Basic Income Tax Course, Basic Modules,
Intermediate Modules, and Advanced Modules
Participants Guides
Facilitators Guides
Transparencies (BIT only)

Administrative Items
Marketing Materials (posters, banners, lawn signs,
brochures, postcards)

Expected Ship Dates

Customized Ship Dates
Payment Dates

State Regulation Requirements

Our tax courses are subject to regulation under
proprietary school laws and regulations in many
states. If you operate a tax school in one of these
states, you may have to obtain a license or
registration to offer your tax courses and meet other
requirements relating to facilities, instructor
qualifications, contribution to tuition guaranty funds,
bonding and advertising. Review the laws in your
state to ensure you are in compliance with these
requirements.

Regulatory Affairs Analyst, TaxSchoolRegs@jtax.com.

Summary

Setting Goals
Budgeting
Staffing and Training
Building Curriculum
State Regulations

Location Settings

Dont miss the live Tax School Q&A

eSession which features.
Hear from a Peer
Subject Matter Experts
Open Q&A Session

Any questions?
Taxschool@jtax.com