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elevate your tax business
Ideal for tax professionals ready to grow their business and increase client results.
WHAT'S INCLUDED IN OUR ADVANCE TAX SOFTWARE PACKAGE
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Full PTIN & EFIN application assistance
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Basic individual tax return training (Form 1040)
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Foundational tax knowledge & software walkthrough
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Advanced training on tax credits & deductions to maximize client refunds:
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Earned Income Tax Credit (EITC)
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Child Tax Credit
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Education credits
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Business income preparation (Schedule C, 1099s)
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Step-by-step client interview techniques to uncover missed deductions
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