🏢📋💻 FRESH START PRO 💻📋🏢 📢 IMPORTANT BUSINESS PARTNER UPDATE FOR TAX PREPARERS & BUSINESS PARTNERS ONLY 🌟 IT'S ALMOST TAX SEASON, TEAM! LET'S GET READY! 🌟 Good afternoon, Fresh Start Pro and Tax Nation Business Partners! We are excited as we prepare for another successful tax filing season! We are approximately SIX WEEKS away from the beginning of the new year and our upcoming tax preparation activities, including preparations for IRS test-batch filing. 📅 MONDAY, NOVEMBER 16, 2026 🕚 BUSINESS OPERATIONS RESUME AT 11:00 AM CENTRAL STANDARD TIME Fresh Start Pro will begin reviewing tax preparer files, required documentation, banking information, training schedules, and outstanding account requirements. 📂 1. REQUIRED DOCUMENTS & PAYMENT REMINDERS All tax preparers and business partners, please make sure: ✅ All outstanding payments are submitted according to your agreement. ✅ All scheduled payment arrangements are honored and paid on time. ✅ All required documents and signed agreements have been submitted. ✅ Your business information is current and accurate. ✅ You are following the terms of your agreement with Fresh Start Pro or Tax Nation. 🚨 IMPORTANT: SKOOL TRAINING PLATFORM ACCESS We want EVERYONE to continue having access to our SKOOL training platform! However, to maintain access, you must remain current with your agreed-upon payment arrangements and submit all required documentation. If you have questions or concerns regarding your account, please contact Fresh Start Pro directly. 🏦 2. BANK APPLICATIONS & DIRECT DEPOSIT INFORMATION Fresh Start Pro will be reviewing tax preparer files and Tax Nation records to verify: 🔹 Banking application submissions and statuses. 🔹 Bank account and direct deposit information. 🔹 E-file setup and required information. 🔹 Current EFIN information, where applicable. 🔹 Required agreements and supporting documents. 🔹 Any missing or incomplete information. If your direct deposit information needs to be updated or verified, Fresh Start Pro will contact you directly.

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📚✏️ FIRST STAR PRO ✏️📚 📞 800-718-3121 🗓️ NOVEMBER & DECEMBER 2026 🎓 TRAINING APPOINTMENT SCHEDULE ━━━━━━━━━━━━━━━━━━ 📚 THURSDAY, NOVEMBER 12 - ✏️ R. Burnett — 11:30 AM–1:00 PM (1½-Hour Training) - ✏️ T. Middleton — 1:00 PM 📚 FRIDAY, NOVEMBER 13 - ✏️ Q. Lewis — 11:00 AM 📚 WEDNESDAY, NOVEMBER 18 - ✏️ T. Harris — 1:00 PM - ✏️ L. Rucker — 3:00 PM 📚 THURSDAY, NOVEMBER 19 - ✏️ T. Middleton — 1:00 PM 📚 SATURDAY, NOVEMBER 21 - ✏️ L. Jones — 11:30 AM 📚 MONDAY, NOVEMBER 23 - ✏️ T. Williams — 11:30 AM 📚 TUESDAY, NOVEMBER 24 - ✏️ T. Shaw — 1:00 PM 📚 MONDAY, DECEMBER 21 - ✏️ T. Shaw — 11:00 AM ━━━━━━━━━━━━━━━━━━ 🚨 IMPORTANT TRAINING POLICIES & REMINDERS 🚨 ⏰ 5-MINUTE GRACE PERIOD Please be on time for your scheduled training appointment! - ✅ A maximum grace period of 5 minutes will be allowed. - ❌ Any arrival more than 5 minutes late will result in your training being automatically canceled. - 📅 You will be required to reschedule your training for another available date. 📚 LAST DAY OF TAX PREPARER TRAINING 📌 November 30, 2026, is the final day of tax preparer training. We strongly encourage everyone to complete all required training before the end of November to prepare for the upcoming tax season. 💳 DECEMBER — CREDIT REPAIR TRAINING 🎓 Beginning in December, we will start offering credit repair training for all individuals interested in learning and expanding their services. 📖 This is another opportunity to gain valuable knowledge, develop additional skills, and create more opportunities for business growth! 🏢 IN-OFFICE TRAINING REQUIREMENTS ✏️ If you are scheduling an in-office training appointment, you MUST indicate "IN-OFFICE TRAINING" in the notes section when booking your appointment. 🕑 ALL IN-OFFICE TRAINING ENDS AT 2:00 PM. 💻 Any training appointment scheduled after 2:00 PM will automatically be conducted via Zoom. 📌 Please review your appointment time and training method carefully before confirming your booking.

💙💚📚✏️ FRESH START PRO TAX TEAM ✏️📚💚💙 🌟 TAX KNOWLEDGE TUESDAY! 🌟 GOOD MORNING, TAX PROFESSIONALS & FUTURE TAX EXPERTS! ☀️ Happy Tuesday, Team! 💪🏽 Every day is another opportunity to LEARN, GROW, and become more knowledgeable in the tax industry! Remember, being a successful tax preparer is not just about entering numbers into software. It's about understanding tax laws, asking the RIGHT questions, verifying documentation, and making sure our clients receive every credit they LEGALLY qualify for! 📚 TODAY'S TAX EDUCATION TOPIC: FORM 1098-T & EDUCATION TAX CREDITS ✏️ WHAT IS FORM 1098-T? Form 1098-T is a tuition statement issued by eligible educational institutions to report certain tuition payments, scholarships, grants, and other educational information. 🚨 IMPORTANT: Just because a client receives a 1098-T DOES NOT automatically mean they qualify for an education tax credit! Tax preparers must verify eligibility! ━━━━━━━━━━━━━━━━━━ 🎓 1️⃣ AMERICAN OPPORTUNITY TAX CREDIT (AOTC) 💰 Maximum Credit: $2,500 per eligible student 💵 Up to $1,000 may be refundable if the taxpayer meets the refundable-credit requirements. ✏️ WHO MAY QUALIFY? ✅ Students pursuing a degree, certificate, or recognized educational credential. ✅ Students enrolled at least half-time for at least one qualifying academic period. ✅ Students who have NOT completed their first four years of higher education before the tax year begins. ✅ Students who have NOT already used the AOTC for four tax years. ✅ Students without a federal or state felony drug conviction as of the end of the tax year. ✅ Taxpayers who meet income, identification, filing-status, and other IRS requirements. 📌 REMEMBER: Parents may qualify to claim the credit for an eligible dependent student. ━━━━━━━━━━━━━━━━━━ 🚫 2️⃣ WHAT CAN DISQUALIFY A CLIENT FROM THE AOTC? ❌ The student already completed the first four years of higher education before the tax year began. ❌ The AOTC was already claimed for that student for four tax years. ❌ The student was not enrolled at least half-time in an eligible program.