Bilingual Tax Practice: English & Spanish

Description

Intermediate · 6 weeks · Online learning

What you will be able to do

• Use consistent English and Spanish tax-preparation vocabulary.
• Conduct a structured bilingual client interview.
• Explain documents and return results in plain language.
• Document communication choices and unresolved questions.

Course curriculum

1. Module 1: Core bilingual tax vocabularyPeople, filing, income, and document terminology · Credits, deductions, payments, and balance-due language
2. Module 2: Bilingual client intakeOpening the interview and confirming identity information · Asking follow-up questions without assumptions
3. Module 3: Explaining forms and choicesPlain-language explanations of common documents · Confirming client understanding and consent
4. Module 4: Written communicationBilingual document requests and reminders · Explaining notices and next steps
5. Module 5: Practice conversationsClient interview role-play · Return-delivery role-play and communication review

Learning experience

Ten focused lessons combine instructor guidance, structured notes, practical scenarios, checklists, and a documented review workflow. Students can return to the material from their learning dashboard.

Official resource: IRS multilingual tax resources.

Educational content only. Confirm current law, forms, instructions, and professional requirements before applying course concepts to a client matter.