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WHOLE TEAM WORKSHOP
WHOLE TEAM WORKSHOP
INTRODUCTION (0:38)
ZOOM LINK TO REGISTER, RECORDINGS, AND PRIVATE GROUP CHATS TO JOIN
ZOOM LINK TO REGISTER, RECORDINGS, AND PRIVATE GROUP CHATS TO JOIN
THURSDAY MARKETING PARTY (0:51)
TAX SCENARIOS HELP YOU STAND OUT AS A TAX PREPARER
What is your role as Tax Preparer, When should you render service, and Tax Preparer Due Diligence (9:54)
5 Different Filing Status (17:26)
How to prepare IRS prescribed forms using Tax Software (ex. W2, or 1099DIV) (31:17)
How to do 1099 Misc and 1099 Nec Independent Contractor (41:30)
How to do Net Profit Loss From Business Taxes (29:43)
Client With W2 And Paid Childcare (21:51)
How To Handle A Client Paid No Taxes on W2 And Qualify For Cash Business Expenses (40:44)
HOMEWORK
Due By 10/05/2025 (49:09)
Due By 10/11/2025 (0:46)
Due By 10/26/2025 (91:31)
DUE By 10/26/2025 (1:19)
HOW TO COMMUNICATE WITH YOUR CLIENTS
HOW TO COMMUNICATE WITH CLIENTS Q&A
HOW TO GET YOUR FIRST 100 CLIENTS
START HERE (10:20)
CREATE FACEBOOK BUSINESS PAGE (9:57)
HOW TO BOOST THE POST (21:21)
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What is your role as Tax Preparer, When should you render service, and Tax Preparer Due Diligence
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