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 TY2025 season and beyond, although some historical discussion is included.
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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"
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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 and into the … Continue reading "Pre-Season All Office Conference call"
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This webinar will cover using Online software platform with the new Tax Year 2025 tax law content. This presentation will cover accessing, logging in, and preparing an individual return with various forms of income, deductions, and credits. Our hope will be to walk through a basic level return and demonstrate completing the new Schedule 1-A … Continue reading "Online Software Walk-Through - 1040 Preparation Basics - No Tax on Tips"
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Are you new to Bank Products and have some questions? If so this webinar is for you! We will be covering the foundational information relating to offering Bank Products to your tax prep clients. Did you know that the IRS has stopped issuing tax refunds via paper checks? This can be an issue for taxpayer … Continue reading "The Basics of Using Bank Products"
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