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"

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 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 Overtime"

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 course walks the user through a detailed explanation of 2 of the most talked about elements of the recently passed OBBA (One Big Beautiful Bill), No Tax On Tips and No Tax On Overtime. Filing 2025 tax returns in calendar year 2026 will be the first time these items will receive this newly tax … Continue reading "No Tax On Tips & No Tax On Overtime - working with the new Schedule 1-A"