Prepare US Individual Returns, Live, With a Former Big 4 Tax Leader
Five live online sessions of six hours each that take you from the W-2 to a filed Form 1040. Every session starts with theory on the US EA Part 1 (Individuals) syllabus, explained with worked examples and including all the new 2025 tax law changes, then moves to practical work on returns with your own numbers in the Vyas Peeth simulator, and the last session is a full return prepared in Input Mode, the way it is done in professional software.
Session Schedule
Every day: theory first, with worked examples, then hands-on practical.
| Date | Theory and Practical |
|---|---|
| 1Mon 16 Nov | Preliminary Work, Filing Status and WagesTheoryEA Part 1 · Preliminary Work and Taxpayer Data: who must file, filing status, dependents and taxpayer identification. New for 2025: an overview of the One Big Beautiful Bill Act changes for individuals (permanent rates, higher standard deduction, $2,200 child tax credit, $40,000 SALT cap, new deductions). Worked examples for each filing status.PracticalThe W-2 box by box, the structure of Form 1040, and first returns prepared from the client folder. |
| 2Tue 17 Nov | Income and AssetsTheoryEA Part 1 · Income and Assets: interest, dividends, capital gains and losses, basis, wash sales, retirement distributions, Social Security and rental income, with worked examples. New for 2025: what changed and what did not for investment income.PracticalSchedules B and D, Form 8949, the qualified dividend and capital gain worksheet, 1099-R and taxable Social Security on real returns. |
| 3Wed 18 Nov | Business Income, Adjustments and DeductionsTheoryEA Part 1 · Deductions and Credits: Schedule C, self-employment tax, the QBI deduction, adjustments, standard vs itemized deductions. New for 2025: the $40,000 SALT cap and its phase-down, and the new Schedule 1-A deductions for tips, overtime, car loan interest and seniors, with worked examples.PracticalSchedules C, SE, 1, 1-A and A and Form 8995 on real returns. |
| 4Thu 19 Nov | Credits and TaxationTheoryEA Part 1 · Deductions and Credits, Taxation: child tax credit and other dependent credit, earned income credit, education and child care credits, AMT, NIIT, Additional Medicare Tax, estimated tax and penalties. New for 2025: the $2,200 child tax credit and the updated thresholds, with worked examples.PracticalSchedule 8812 and Forms 8863, 2441, 6251, 8959 and 8960, then payments and the refund or amount owed. |
| 5Fri 20 Nov | Advising, Specialized Returns and a Full ReturnTheoryEA Part 1 · Advising the Individual Taxpayer and Specialized Returns: K-1s from partnerships, S corporations and trusts, passive losses, amended returns, record keeping and tax planning, with worked examples. Recap of every 2025 change.PracticalA complete return keyed, reviewed and filed in Input Mode, the review checklist, and US tax interview preparation with the Career Kit. |
All sessions 10:00 AM to 4:00 PM IST, with breaks. Recordings are shared after each session.
Who It Is For
- Commerce graduates and postgraduates aiming for US tax roles in CA firms, KPOs, Big 4 and GCCs
- CA, CMA and ACCA students, and US EA or CPA candidates who want hands-on return preparation
- Accountants moving into US tax who want a structured, practical start
Surya P Vyas
CA, EA, B.Com, PG DBM, Six Sigma & Pursuing ACCA · 25+ years in global tax, 10+ years in the US · Former Big 4 Tax and Transformation Leader who led teams of 600+ professionals.
FAQs
What time are the classes?
Monday to Friday, 10:00 AM to 4:00 PM IST, with breaks, from Monday 16 November 2026 to Friday 20 November 2026. Five sessions of six hours each, with breaks.
How do I join the sessions?
After you pay, your account is activated and the joining link is sent to your WhatsApp and email two days before the first session. The link is personal to you.
What if I miss a session?
Every session is recorded. Watch the recording and practise the same topic in the simulator; bring your questions to the next session.
How is each day structured?
Theory first: 10:00 AM to 1:00 PM, the US EA Part 1 (Individuals) syllabus explained with worked examples, including every 2025 tax law change. Then a 30-minute break. Then practical: 1:30 to 4:00 PM, preparing returns on the simulator and in Input Mode.
Does this prepare me for the EA exam?
The theory follows the US EA Part 1 (Individuals) syllabus, so it is a strong base for Part 1. For full exam practice, the US EA Study Path adds 2,100 questions and timed mock exams.
Do I need any software?
No. You need a laptop or desktop, a current browser and a stable internet connection. We practise on the Vyas Peeth simulators and Input Mode, which teach the workflow used in professional tax software.
Do I need prior US tax knowledge?
No. The batch starts from the basics. Commerce graduates, CA and CMA students, EA candidates and accountants moving into US tax all fit well.
What do I get after the batch?
Six months of access to the Form 1040 simulator (all three levels), Input Mode and the Career Kit. Score 80% or more on all 10 cases of a level to earn that level’s certificate, which employers can verify.
Is there a refund?
Refunds follow our Refund Policy. WhatsApp us if you have a question before you pay.
Can my company or college book a private batch?
Yes. Corporate and campus batches can be scheduled on request: talk to us.