Running a tax preparation office comes with responsibilities. This course will cover in detail the operational procedures for proper licensing with the IRS for preparers and the tax office, processes for interviewing a client, what paperwork and identification documentation must be present, and what acceptable forms of document retention and the associated time lines.

This webinar will go into detail about Federal Direct's marketing programs for the coming tax season. It will highlight what has been working well for offices and will lay out the specifics of the "to-every-door" program.

This course will cover details of what are qualifying educational expenses, review the intricacies of the American Opportunity Credit, the Lifetime Learning Credit, and taking educational fees as a direct deduction on the 1040.

This course covers the tax aspects of identity theft; how to identify potential fraudulent filers, how to assist clients that have fallen victim to identity theft by properly interacting with the IRS, and how to ensure that it does not happen again in the future