A-1 TAX PRO TRAINING/ PARTNERSHIP PROGRAM 2024

                  2023 TAX PRO TRAINING SCHEDULE 

IN-PERSON 

(Brunch Will Be Served)     

Must Bring Laptop

November 25, 2023 10am-4pm   / December 16, 2023 10am-4pm 

VIRTUAL 

December 6, & 7th 2023 6pm-9pm / December 21st & 22nd 2023 6pm-9pm

             $699 Training /Partnership Package Includes:

- 2023 PROFESSIONAL TAX SOFTWARE USER LICENSE WITH BANK PRODUCTS (REFUND TRANSFER, PRE-PAID CARDS,PAPER CHECKS & $8000 REFUND CASH ADVANCE OFFER

- 2024 TAX PREPARER ROLES/RESPONSIBILITIES & DUE DILIGENCE REQUIREMENTS

-2023 PROFESSIONAL TAX SOFTWARE SET UP & FUNCTIONALITY OVERVIEW

-HOW TO PREPARE 1040 PERSONAL RETURNS with Deductions./Credits/Dependents / INCLUDING SCH C

-Introduction to Corporate & Non-Profit Returns

- HOW TO COMPLETE 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 COMISSION 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