This Webinar will cover best practices for tax preparers offering bank product refund options to their clients through TPG. We will discuss traditional bank products, Refund Advances both Preseason and In-Season, pricing, compliance issues, necessary authorization documents, and how to keep your office in compliance this tax season! We will also walk through completing a … Continue reading "Filing Tax Returns Using Bank Products – TPG"

Conference call covering important issues relating to the coming tax season. This call is targeted toward all partners with Federal Direct and will cover Important Dates, Requirements, and topics that need to be at the front of your mind as we approach the start of the coming filing season. This is an audio only conference … Continue reading "Pre-Season Conference Call – Tax Office Readiness"

This Webinar will cover best practices for tax preparers offering bank product refund options to their clients through EPS. We will discuss traditional bank products, Refund Advances both Preseason and In-Season, pricing, compliance issues, necessary authorization documents, and how to keep your office in compliance this tax season! We will also walk through completing a … Continue reading "Filing Tax Returns Using Bank Products – EPS"

This webinar will cover using Online software platform with the new Tax Year 2020 tax law content. This presentation will cover accessing, logging into, and using the tax software platform for preparing individual returns this coming season.

This Webinar will cover the requirements associated with operating your tax office while using a Federal Direct EFIN. Preparer registration requirements, proper tax office due diligence, paperwork submission requirements and client file info will be detailed as well as a comprehensive walk-through of the paperless document management system. Completion of this training is mandatory for … Continue reading "Operating Requirements when Using an FD EFIN"

Conference call covering important issues relating to the coming tax season. This call is targeted toward all partners with Federal Direct and will cover Important Dates, Requirements, and topics that need to be at the front of your mind as we approach the start of the coming filing season. This is an audio only conference … Continue reading "Pre-Season Conference Call – Tax Office Readiness"

This webinar will cover using Online software platform with the new Tax Year 2020 tax law content. This presentation will cover accessing, logging into, and using the tax software platform for preparing individual returns this coming season.

This webinar will focus on the Interview-Based Online software platform with the new Tax Year 2020 tax law content. This webinar will cover the general access, navigation and return submission processes and concepts relevant for first time users as well as walking through a typical 1040 tax return preparation scenario. We will also address new … Continue reading "Online Interview Software Walk-Through – 1040 Preparation Basics"

This conference call will continue to focus on hot topics for this mid to late January period. The IRS has announced the start of the filing season as February 12th, but as of this invite we still do not have a date for HUB testing. We will provide more coverage on the 2nd round of … Continue reading "Pre-Season All Office Conference call"

This webinar will focus on the Professional Desktop Software platform with the new Tax Year 2020 tax law content. Topics covered will be accessing the various modules (1040, 1120, 1120S, 1065, 990, 1040, etc), diagnostics and submitting returns, common errors and misconceptions, and general preparation of an individual return and interacting with the new 2020 … Continue reading "Professional Desktop Software Walk-Through – 1040 Preparation Basics"

In this course, we will run through the key areas of impact on 2020 tax returns affecting your 1040 clients. We will cover reporting both the first and second round of Economic Impact Payments (Stimulus checks) and how to help your clients claim any missed amounts; How to report charitable donations this year without having … Continue reading "How COVID affects your clients 2020 tax returns"