Tax Preparer & Office Training
Professional Tax Support
Software Installation and Tech Support
IRS Continuing Education
Helpdesk Support
IRS and Banking Registration
Immigrant Tax Solutions & ITIN Training and Support
Tax Tech Training Resource Center
Spyware & Virus Cleanup
Online 24/7/365 Client Refund Check Status
Secure Digital Document File Cabinet
Off Site Data Backup and Recovery
Tax Filing and Compliance Training
Professional Support Package for EAs, CPAs, & Attorneys
• Intensive one-on-one with a professional tax trainer
• First tax preparer training session is typically 3-4 hours
• Orientation covers additional partner resources and tax software training
• Practice return modules
• Live support for training modules
• Range of topics & levels of complexity
• Suggested study plans to maximize learning potential
• Archived for convenience & review
• Pre-training exposure: tax software training
• Tax prep courses slower-paced for easy retention
• Hosted by credentialed tax professionals
• Continuing Education credit possible
• Online tax prep courses cover wide-ranging topics with varying levels of complexity
• 1-3 hour course lengths
• Live Q&A with presenter
• Hosted by credentialed tax professionals
• Live attendance grants automatic CE credit
• Tax prep courses include archived courses for self-study
• 1-3 hour lecture times depending on topic
• Live Q&A with lecturers
• AFSP credentialed preparer
• Enrolled Agent exam prep
• CPA exam prep