Tax system fundamentals
How an individual return fits inside the U.S. tax system.
Taxes · Business · Education
Knowledge you can put into practice.
Build a foundation in individual tax preparation with classes taught in Spanish and practical exercises.
Inside the classroom
Clear explanations. Guided practice.
Individual Tax Preparation Program 2026: Fundamentals and Practice.
Learn the fundamentals of Form 1040 through explanations in Spanish and individual tax preparation exercises. This clip shows a class at ALVED.
48 hoursof training
16 sessionsof learning
Miami Lakes or Zoomin person or live online
What you'll learn
From a blank form to a finished return.
48 clock hours across 16 three-hour sessions, taught in Spanish. Each block adds one concrete skill, not a loose topic.
What you will be able to do
Structure of Form 1040
The logic of the form, its schedules, and this year's changes.
Types of income
W-2s, multiple jobs, self-employment income, and a simple Schedule C.
Dependents and filing status
Who qualifies, with what proof, and how it changes the return.
Deductions
Standard versus itemized, and this year's new deductions.
Credits
CTC, EITC, ITIN, and the requirements you must document.
Due diligence and ethics
What to ask, what to keep, and when a case isn't yours.
CrossLink practice
Taking a full case into the software, reviewing it, and validating it.
See the full syllabus
Week 1
Fundamentals and the playing field
The profession and its responsibility · the tax system without fear · experiences from working preparers · anatomy of Form 1040 and what's new for 2026.
Week 2
Your first return in CrossLink
CrossLink from scratch · single filer with a W-2 · families, children, and credits (CTC, EITC, ITIN) · multiple income sources and the new deductions. Always with fictitious data.
Week 3
Advanced cases and the two PLUS classes
Self-employed filers (Schedule C) · advanced deductions and credits · PLUS: overview of business entities and how one is formed in Florida · PLUS: finding clients with AI and marketing.
Week 4
Complex cases and how the business works
Intensive practice with complex, mixed cases under time pressure · client handling, professional ethics, and responding to IRS letters · how a tax operation works from the inside: pricing, requirements, and compliance · review, assessment, and action plan.
A foundation for learning and practice
Practical training focused on Form 1040, with explanations and exercises to build a foundation in individual tax preparation.
In Spanish
Classes are taught in Spanish. Forms, terminology and software may be in English.
Practical focus
The program focuses on Form 1040, combining fundamentals with individual tax preparation exercises.
Two formats
Attend in person in Miami Lakes or join live on Zoom.
Dates, prices and seats for each group are on the enrollment page. Enrollment and payment take place on alvedfinancialgroup.org, ALVED's secure platform.
See dates and enrollThe ALVED certificate does not replace professional credentials or government authorizations.
