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.

This course will cover advanced security tactics for tax offices, from password security and two-factor authentication to layered secure backups and active threat countermeasures. Descriptive examples will be provided along with requisite references to IRS publications and regs over security for your office, clients, and e-filing license. Secondary focus will be given to office compliance … Continue reading "Advanced Security for Tax Offices"

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 All Office Conference call"

This webinar will cover using Online software platform with the new Tax Year 2022 tax law content. This presentation will cover accessing, logging into, and using the tax software platform for preparing individual returns this coming season. Bank Product modules and individual State software modules are released yet, so this walkthrough will focus on federal … Continue reading "Online 2022 Software Walk-Through – 1040 Preparation Basics"

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 fast approaching start of the 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 proceed through the next few weeks and into the season. … Continue reading "Pre-Season All Office Conference call"