Day 152

Lesson Objectives

  • Explain tax-assistance sources.
  • Identify common tax-planning strategies.

Schultz’s 1040

  1. Verify your electronic 1040 for the Schultz family.

Notes 4

  1. Obtain a Notes 4-1 Handout (Espanol) from your teacher and fill in the notes through the presentation.  You can also view the Notes 4-1 Presentation (Espanol).

Assignment TU4.1

  1. Inside of your Tax Unit folder, create a new folder titled Lesson 4.  All your tasks completed in Lesson 4 should be stored in this folder.

Assignment TU4.2

  1. Choosing a tax professional to help you establish your taxable income to determine what tax amounts you owe the federal government is a vital process.  
  2. In this assignment, you will research tax professionals and firms that can assist you in your tax development process.  To effectively complete this task, complete the following:
    • Make a copy of this Google Document (Espanol), rename it Tax Professional-(Your Initials), and move it to your Lesson 4 folder.
    • Search the internet to find a tax professional and/or firm that offers tax preparation services.  Use the information about this person/firm to answer the questions within the document.  As a part of your answer, be sure to provide evidence that proves your response.

Assignment TU4.3

  1. After completing the assigned tasks in Lesson 4 above, share your Lesson 4 folder with your teacher.  Your Lesson 4 folder should contain the following file:
    • Tax Professional

Lesson 4 Quiz-TU

  1. Complete the Lesson 4 Quiz for the Tax Unit.