Tax Consultation Services
A 1-hour Discovery & Assessment session is priced per individual client and may be used for either an individual tax consultation or a business tax consultation. This session includes a review of your tax needs, filing situation, income, deductions, credits, compliance concerns, and recommended next steps.
A 2-hour consultation for tax professionals and tax offices needing guidance with IRS e-file requirements, EFIN-related processes, software setup, compliance needs, required documentation, and next steps for operating a professional tax business.
A complete 3-hour session combining tax discovery and IRS e-file consulting. We review your tax or business needs, compliance requirements, software setup, documentation, e-file processes, and provide a clear action plan with professional recommendations.
Featured Training and Courses
Master tax preparation with ease through our flexible, self-paced course designed for busy professionals and beginners alike.
Comprehensive step-by-step lessons that cover all essential tax topics.
Flexible learning schedule to fit your personal and professional life.
Accessible online with downloadable resources and practical exercises.
Gain confidence and skill in tax preparation without the hassle of rigid schedules. Transform your career or personal understanding of taxes by mastering complex details with ease and flexibility.
Transform your understanding of taxes with our immersive, instructor-led tax preparation course, designed to equip you with practical skills and compliance insights for the upcoming tax season.
Live, instructor-led sessions tailored to your pace and learning style.
Hands-on experience with real-world tax scenarios and software.
Comprehensive compliance guidance and expert Q&A support.
Gain the confidence and expertise you need to tackle tax season like a pro. With our course, you won't just learn the basics—you'll master them and be ready to take on any tax challenge.
Unlock the secrets of building a compliant and profitable tax business with our intensive 3-day mentorship training! Specially tailored for EROs and service bureau professionals, this program offers the expertise you need to thrive in the competitive tax industry.
In-depth coverage of IRS e-file regulations and compliance strategies.
Comprehensive guidance on business setup, including EFIN and PTIN.
Effective workflow management and pricing strategies for maximum growth.
Experience unparalleled support and insights that transform your service bureau into a thriving business, empowering you to confidently tackle industry challenges and ensure long-term success.
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