CE: 1 IRS/CTEC Price: Free for Members | $60 Nonmembers Tax return delivery is not only the final step of the workflow — it is a critical compliance stage in the Form 1040 filing process. Even after returns are prepared, many firms experience delays due to missing taxpayer authorizations, last-minute changes, incomplete documentation, or unclear communication. These issues can impact filing timelines and compliance with IRS requirements. This program focuses...

Speaker: Michelle Weinstein, Founder of The Pitch Queen Price: Free to All If you're an accounting, tax, or bookkeeping firm owner who knows you're great at what you do but still finds yourself stuck financially, working harder without seeing the return, you likely have money leaks draining your profits. In this training, you'll uncover the 5 most common money leaks that keep firm owners overworked and underpaid. You’ll learn exactly how to...