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About This Webinar

$30 per credit hour – VASEA Members (with member discount code)
$50 per credit hour – Non-Members

Early Bird Package prior to August 31 - $299 VASEA Members / $399 Non-Members
(Join VASEA today for $90!)

NOTE: Members must use member discount code at time of registration to receive member rates. Enter coupon code on payment screen. Do not pay full amount & request refund. An administrative fee will be deducted in those cases.

PROGRAM DESCRIPTION:
Protecting your practice and protecting your client. In this class we are going to talk about the things you need to look for when working with a brand-new client, how to review prior year returns prepared by someone else, what documentation/verification you need from all your clients at the beginning of tax season, and what to look for when you are reviewing the prepared return before releasing the information to the client. You protect your practice by knowing how to watch for potentially fraudulent items and you protect both you and your client by learning where to look for possible errors.

Program Level – Basic

IRS Program Number - QSRNU-T-00655-23-O

Participants will earn up to 1 hour IRS CE

Field of Study: Federal Tax Law Topics / Taxes

Who Should Attend: Individuals with little to no tax prep experience interested in preparing taxes as a career, and newer tax professionals looking for a refresher on basics

Refund Policy
Refunds will be honored if written notification is received at the Administrative Office up to 5 days prior to the date of the course. A processing fee of $25 will be deducted from the refund. If the total registration fee was less than $25, no refund will be granted. Transferring the registration to another individual is allowed up to 5 days prior to the program date. Transfers or cancellations within 5 days of the course will not be accepted. “No Shows” forfeit their fees. For more information regarding refund, cancellation and complaint policies, please contact our office at (804) 723-5888.

Cancellation
VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

Complaint Resolution Policy
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

Questions
Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.

Categories:
BUSINESS & FINANCE CAREER EDUCATION & LEARNING PROFESSIONAL DEVELOPMENT
Who can view: People who attended or registered for the webinar only
Webinar Price: $50.00
Featured Presenters
Webinar hosting presenter
Instructor
Judy Gilmer, EA, USTCP, NTPI Fellow has been an Enrolled Agent since 2001, an NTPI Fellow since 2010, and admitted to practice before the US Tax Court since 2013.

She was first introduced to tax preparation through her volunteer work at Military VITA sites, beginning in 1997. After passing the EA exam, she started her own practice. Courtesy of the USAF, Judy has lived and been preparing tax returns in South Korea, NM, CA, VA, Germany, and now resides in the Aloha State of Hawaii.

Her practice includes CPR – Consultation, Preparation, and Representation, along with light bookkeeping services, and payroll.
Documents
Attended (12)
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