Description
Work through 15 individual client scenarios plus 2 bonus returns, using the client facts and supporting documents to prepare each return yourself. Then compare your work with completed federal and state returns.
What’s Included
- 15 core practice returns plus 2 bonus returns introducing Schedule C and Schedule E.
- A client summary and supporting documents for every scenario.
- A 3-page Form 1040 Return Blueprint and a blank 4-page Client Intake Form.
- Links to completed federal and state returns for all 17 scenarios.
How You’ll Use It
Review the client facts and supporting documents, prepare the return in your own tax software, then compare your work with the completed returns. Trace any differences back to the source documents.
View All Scenarios
- First-job W-2 earner.
- Head of Household, custody and Child Tax Credit.
- Married couple buying a home.
- Retiree with Social Security and senior deductions.
- Multiple W-2s, tips and overtime.
- Child care and dependent care FSA.
- HSA and student loan interest.
- College student and education credits.
- Partnership K-1 income.
- S corporation K-1 income.
- Married couple with a balance due.
- Partnership K-1 income and EIC.
- Widow with survivor benefits and life insurance.
- EIC and preparer due diligence.
- Married filing separately with a spouse’s tax debt.
- Bonus: self-employment and Schedule C.
- Bonus: a first rental property and Schedule E.
Who It’s For
New and returning preparers who want structured practice across varied individual-client situations.
Format & Details
Digital practice pack • Tax year 2025 • One preparer per license. Tax software is separate.
