Federal Direct Tax Preparation Training
Having a well-rounded training program is important for any tax office, but it is vital for a tax office looking to penetrate the market. Independent tax offices have several areas of training on which to focus. No one comes to a tax professional with the easy stuff! They come to you because you are versed in tax code and you are capable of helping them. Getting familiar with the tax industry as a whole will be helpful in identifying your unique niche in the market and in your community.
We start our activities to help build your tax business with an overview of the tax industry and introduction to our training program and software. We introduce all tax office personnel and tax preparation staff with basic industry philosophy and vocabulary, bank practices; then proceed to the installation of software, and access to your Partner Portal, including your personalized training, marketing and partner resources. The tax preparation training includes comprehensive and varied tax courses from the basics of software usage and tax preparation, progressing to webinars, practice returns, IRS-approved Continuing Education and other advanced and detailed courses. Finally, we move on to banking and IRS compliance training and a bank product overview.
After going through the whole training program, we are confident that you will feel prepared to have a great tax season!
Posted: August 31, 2020