

• How to market your tax business online/offline &
tools to attract clients
• How to schedule client appointments with our
professional scripts
• How to create a professional client Intake process
& standard operating procedures for your office
• How to file tax returns
• Tax software training
• How to create professional procedure to filing a tax
return
• How to create a professional Office compliance
• Required documents when filing return
• How to avoid IRS audit
• How to properly Issue clients refund checks.
• The process to issue a tax return, and
• How to issue a return in all 50 states
• How to do an in-house office audit to close out tax
season
• How to do an in-house office audit to close out tax
season
• IRS Due Diligence Trainings
• How file Individual Tax Returns
• How to file Self-Employment and Small business Tax
Returns