FREE LIVE TRAINING • 3 DAYS • ONLINE
For future tax professionals.
FREE LIVE TRAINING • 3 DAYS • ONLINE
For future tax professionals.
Tax Season 2027 Starts Now.
Tax Season 2027 Starts Now.
Understand how individual and business tax preparation really works through real-world examples, guided exercises and practical tax scenarios.
For aspiring tax professionals, bookkeepers, accounting/payroll professionals, existing preparers and professionals who want to expand their skills.
05th , 06th and October 07th
Understand how individual and business tax preparation really works through real-world examples, guided exercises and practical tax scenarios.
For aspiring tax professionals, bookkeepers, accounting/payroll professionals, existing preparers and professionals who want to expand their skills.
September 21, 22, and 23
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3 Live Days
Structured training
Individual + Business
A complete roadmap
Hands-On
Guided exercises
Live Q&A
Ask questions
WHY THIS WORKSHOP?
For tax professionals, tax season doesn’t begin in January. It begins with preparation.
Every year, individuals and businesses need help with tax returns. But confidence in tax preparation requires more than memorizing forms or watching disconnected videos. This workshop gives you a structured first look at how professionals analyze taxpayer situations.
Understand how tax information flows through a return
See what questions a tax preparer needs to ask
Learn how individual and business returns differ
Recognize the role of common forms and business structures
Work through guided examples instead of theory alone
3-DAY EXPERIENCE
Three Days. Three Breakthroughs.
DAY 1, October 05, 7:30 PM Eastern / 6:30 PM Central
How Individual Tax Returns Really Work
Understand the logic behind Form 1040 and how the major pieces of an individual return connect.
- How the U.S. individual tax system works
- Income and W-2 information
- Filing status
- Standard deduction
- Taxable income
DAY 2, October 06, 7:30 PM Eastern / 6:30 PM Central
Go Beyond the 1040
Discover how tax preparation changes when a taxpayer owns a business. You’ll see the roadmap without pretending you can master every entity in one session.
- Sole Proprietorships and Schedule C
- Partnerships and Form 1065
- S Corporations and Form 1120-S
- C Corporations and Form 1120
DAY 3, October 07, 7:30 PM Eastern / 6:30 PM Central
Think Like a Tax Professional
Knowing terminology is one thing. Knowing how to approach a taxpayer situation is different. You’ll begin looking at a case through the eyes of a preparer.
- What documents should you request?
- What questions should you ask?
- What information is missing?
- Which filing situation may apply?
This Is Not Just Another Tax Webinar
Watching someone talk about taxes and learning how to analyze a tax situation are two different experiences. The workshop follows a simple learning path:
1. UNDERSTAND
Learn the concept.
2. ANALYZE
Understand the taxpayer or business situation.
3. APPLY
Work through a guided example.
4. VERIFY
Identify what matters and what needs review.
5. THINK PROFESSIONALLY
Approach the case like a preparer.
You will not leave this free workshop knowing everything about tax preparation. That is not the promise. You will leave with a clearer understanding of how professional tax preparation works and what it takes to develop the skill
Built for people who want a practical professional skill.
Aspiring Tax Professional
You’ve considered learning tax preparation but don’t know where to begin.
Bookkeeper
You already work with financial records and want to understand how tax preparation could complement your skills.
Accounting / Payroll Professional
You work with businesses, numbers or financial information and want to expand your knowledge.
Existing Tax Preparer
You understand individual returns and want greater exposure to business tax preparation.
Insurance / Financial Services
You already serve clients and want to explore another professional skill.
Entrepreneur / Career Changer
You’re evaluating a skill that could become an additional service, side business or career path.
You don’t need to be an accountant to attend.
You also don’t need previous tax preparation experience. Day 1 starts with the foundation. What matters most is your willingness to learn, practice and follow a structured process.
If tax forms have ever looked complicated, this workshop begins with the logic behind the return—not random memorization.
Why Start Now?
Waiting until tax season is underway leaves very little room to learn and practice. Professionals who want to feel prepared build their foundation before taxpayers begin looking for help.
REGISTRATION FORM
Te invito a unirte a nuestro grupo de whatsApp donde te daremos todo el temario del curso y te enviaremos el enlace para unirte a la clase.
Te invito a unirte a nuestro grupo de whatsApp donde te daremos todo el temario del curso y te enviaremos el enlace para unirte a la clase.
