Conference call covering important issues relating to the coming tax season. This call is targeted toward new partners with Federal Direct and will cover Important Dates, Requirements, and topics that need to be at the front of your mind. This is an audio only conference call, so you can just can just dial in from … Continue reading "Pre-Season Conference Call – Tax Office Readiness"

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the usage and application of varying types of tax credits as they apply on individual returns, with focus on the TY2019 season. While this does cover credits described in more detail in other modules of this series, it is … Continue reading "UtPoIT – Tax Credits"

Marketing is often a second thought when starting your own tax prep business; when the truth is, it should be the first thing you consider when constructing the foundation for a successful startup. You can be the best tax preparer, EA, or CPA in the country and be able to do taxes in your sleep, … Continue reading "Pre-Season Tax Office Marketing Webinar"

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the various tax benefits and credits associated with education as outlined primarily in IRS Publication 970. This course applies mostly to TY2019 tax law, but does contain some historical discussion.

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the rules and requirements for recordkeeping while operating as a tax practitioner. This will touch on both general IRS rules and specific rules outlined in Circular 230.

This course - one of our "Understanding the Principles of Individual Taxation Series" courses - covers what happens when the return is complete. It will handle signature and recordkeeping requirements, filing deadlines, payments, payment arrangements, etc. for the TY2019 season and beyond, although pre-TY2019 law remains almost exactly the same.

This course - one of our "Understanding the Principles of Individual Taxation" series - will cover the duties and responsibilities of practice before the IRS, as well as a 'how-to' description of the process when dealing with official IRS revenue agents, customer service staff, and others. We will clarify the distinction between full and limited … Continue reading "UtPoIT – Practice before the IRS"