7 PRE-SEASON TRAINING SESSIONS HELD
BEGINNING NOV 4th 2024- Dec 16th 2024
3 IN-SEASON TRAINING SESSIONS HELD
BEGINNING JAN 6th 2025- JAN 27th 2025
VIRTUAL AND IN-PESRSON
TAX PRO PARTNERSHIP TRAINING/
MENTORSHIP PROGRAM
$699 Training /Partnership Program Package Includes:
- 2023 & 2024 PROFESSIONAL TAX SOFTWARE/ PTIN USER LICENSE WITH BANK PRODUCTS (REFUND TRANSFER, PRE-PAID CARDS,PAPER CHECKS & $9000 REFUND CASH ADVANCE OFFER
- TAX PREPARER ROLES/RESPONSIBILITIES & DUE DILIGENCE REQUIREMENTS
-2023/2024 PROFESSIONAL TAX SOFTWARE SET UP & FUNCTIONALITY OVERVIEW
-HOW TO PREPARE 1040 PERSONAL RETURNS with Deductions/Credits/Dependents / INCLUDING SCHEDULE A, B, C, D, E and H
- HOW TO PREPARE AMENDMENTS
- HOW TO PASS IRS AUDIT REVIEWS
- HOW TO ATTRACT TAX CLIENTS & MASTER CLIENT RETENTION
- HOW TO PARTNER WITH A-1 TAX & BUSINESS SERVICES TO EARN COMMISSION ON INSURANCE PRODUCTS AND LOAN PROCESSING SERVICES
- "MIND-SET MONDAY" WEEKLY COACHING & PRODUCTIVITY SESSIONS
- 60 /40 BASIC RETURNS & 50/50 -COMPLEX RETURNS FOR ALL REGISTERED IRS PTIN PREPARERS (Commission is Negotiable depending on Tax Prepares Experience)
- MARKETING SUPPLIES & TEMPLATES PROVIDED
ADD ON TRAINING COURSES $599
-BUSINESS RETURN TAX PREPARATION
1065 PARTNERSHIPs, 1120 Corporation and 1120 S-Corporation
-NON PROFIT EXEMPT ENTITY RETURNS PREPARATION