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1040 Workshop Locations

Both days include a PDF version of the textbook, client action discussion sheet, an interactive glossary and review questions. You will also receive a bound textbook at the workshop.

The Essential 1040 includes a bonus January on-demand webinar covering any last-minute tax law changes. Also included is quick reference desk card, multi-page tax law quick reference guide with flowcharts and access to e-books for past 3 years available early October and audio recordings of workshop available mid-November.

Beyond the 1040 includes a bonus dependent case study and a client-friendly substantiation reference chart.

 Locations & Dates

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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