27d • General discussion
📢 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.
đź“š STARTING NEXT WEEK, I WILL BE UNLOCKING:
âś… Schedule C Breakdown
âś… Understanding Your IRS Account
âś… How to Check Tax Refund Status
âś… Understanding Refund Advance Loans
âś… Important IRS Contact Numbers
âś… Tax Refund Offsets
âś… 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:
âś… Real-Life Tax Scenarios
âś… Navigating Through Your Tax Software
âś… Preparing Practice Tax Returns
âś… 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.
đź“š FINAL TRAINING MODULES:
Once we complete the hands-on software training, we will move into our final topics:
âś… 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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📢 TEAM TRAINING UPDATE! 💜💛
