In Person Tax Academy

What You Will Learn:

• EFIN Registration: Step-by-step guidance on how to get your Electronic Filing Identification Number.

• PTIN Registration: Learn how to apply for and maintain your Preparer Tax Identification Number.
• Tax Laws & Credits: In-depth training on key tax laws, deductions, and credits you need to understand. 
• Cash Advance Training: How to help clients access tax refund advances.
• Software Vendor Selection: Choosing the right software to maximize your efficiency and accuracy.
• Tax Bank Vendor: Learn about bank products and services to offer clients.
• Booking Site Set Up: Setting up an online booking system to manage appointments.
• Client Intake Form Set Up: Best practices for collecting necessary client information.
• Marketing & Branding Strategies: How to build your brand and attract clients effectively.
• Software Training: Hands-on training on essential tax software.
• Due Diligence Training: Understanding the importance of due diligence in tax preparation.

What’s Included:

• Lunch: Enjoy a delicious meal while networking with attendees.
• Tax Goodie Bag: Exclusive tools, resources, and swag for your tax business.
• Completion Certificate: Receive a certificate of completion to showcase your new skills.

Dress Code:

Business Casual is mandatory to ensure a professional learning environment.