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Sunday zoom call
@Hortensia Washingtin hey when u get time give me a call also @Joronica Thomas@Hortensia Washingtin @Keyonta Pouncy Lets do a call this sunday at 6pm . ill send link soon
Tell your team to renew ptin
Now is the time to renew . They must renew ptin BEFORE dec 31st ( they need to renew now if they can ) Thank you @Joronica Thomas for the update
Tell your team to renew ptin
PLEASE READ
If your client is filing head of household or claiming a qualifying child or relative please make sure you have proof to cover YOURSELF and YOUR CLIENT incase of you get a audit. This is what the IRS is looking for to make sure you did your due diligence. If your client file Head of Household you must have one of these docs: 1. Rent → Lease plus rent receipts, canceled check, OR bank records showing payment 2. Electricity, water, gas → Utility bill plus receipts showing paid 3. Mortgage interest → Mortgage Statement plus receipts showing paid every month 4. Property Taxes & home insurance → Statement and receipts showing payments 5. Groceries eaten at home → receipts plus matching bank/card records, when available Qualifying Child: 1. Relationship → Birth Certificate, adoption records, Authorized foster placement records, Marriage Certificate for stepkids. For grandchildren, niece or nephew, use birth certificates connecting each generation. 2. Residency → School records, daycare records, hospital visit records, must show child name, Shared address, and dates covering MORE than half the year. A official letter from school, medical provider, agency, or place of worship can also establish these facts 3. Support, if questioned → School or medical records Show proof of residency. Bills and payments Show proof of financial Support. Qualifying Relative: 1. Relationship → Birth certificate & marriage records establishing the family connection. 2. Support → housing info, food or clothes receipts, medical & education bills, and proof of payment 3. Other Support → government benefits, child Support, amounts provided by the dependent or other people. 4. Residency → child records showing a person lived w/ taxpayer all year. Certain listed relatives do not have to live w/ taxpayer. ↓ relatives that do not have to live w/ taxpayer to qualify as qualifying relative: 1. Biological child or adopted child, step child, eligible foster child, grandchild, or descendants 2. Siblings – brother, sister, half brother, half sister, step brother, step sister
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Good morning !
🚨🚨 TAX PROS!! IT’S MONEY-MAKING TIME! 💰💰 TODAY, OCTOBER 15TH, is the deadline for individuals who filed a tax extension! If I were y’all, I’d be posting a LAST-MINUTE TAX FILING SPECIAL RIGHT NOW! 🔥 💰 $99 E-FILE ONLY 💰 $49 E-FILE ONLY Whichever price you choose, PAYMENT UPFRONT! No bank products, no waiting on refunds. We talking CASH MONEY! 💵💵 Y’all better take advantage of these last-minute filers! Post on your stories, Facebook, Instagram, send texts, and let people know you’re accepting last-minute returns! Don’t let this money pass you by! Some people are still looking for somebody to file their taxes TODAY! RUN THAT SPECIAL! 🔥🔥🔥
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📢 TEAM TRAINING UPDATE! 💜💛
Hey y’all! I have officially updated all the modules and recordings you’ll need to help train your team! If you don’t have a team yet, you can still use these recordings to study, practice, and strengthen your own knowledge. 📚 STARTING NEXT WEEK, I WILL BE UNLOCKING: ✅ Schedule C Breakdown ✅ Understanding Your IRS Account ✅ How to Check Tax Refund Status ✅ Understanding Refund Advance Loans ✅ Important IRS Contact Numbers ✅ Tax Refund Offsets ✅ How to Identify and Correct Tax Return Errors 💻 STARTING IN NOVEMBER — HANDS-ON TRAINING! Once everyone has caught up on their modules this month, we will begin working on: ✅ Real-Life Tax Scenarios ✅ Navigating Through Your Tax Software ✅ Preparing Practice Tax Returns ✅ Identifying Errors and Fixing Rejected Returns By this time, you should also be able to provide your team with access to their tax software so they can practice what they've learned. 📚 FINAL TRAINING MODULES: Once we complete the hands-on software training, we will move into our final topics: ✅ How to Amend a Tax Return ✅ Client Communication — How to Professionally Communicate with Clients, Handle Questions, Provide Updates, and Deal with Difficult Situations After these final modules, our tax training will officially be complete! 🎓 🚨 PLEASE STAY CAUGHT UP! Everything is being taught in a specific order for a reason. I want everyone to understand the foundation before we start preparing returns inside the software. My goal is to make sure you and your team are knowledgeable, confident, and prepared for the 2027 tax season.
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