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Preparing for Tax Season as a New Tax Professional On-Demand Webinar

Summary

Are you embarking on your first season as a tax return preparer? Excited and nervous? Rest easy, as this webinar is designed to help you feel confident.

Join John Sapp, CPA and Amanda Watson, EA from Drake Software to review the basics of setting yourself and your business up for success from the very beginning, so that you can focus on serving your customers this season.

This webinar is presented by Drake Software. By registering for this webinar, you agree to have your information shared with Drake Software.

Objectives

Upon completion of this course, you will be able to:

  • Learn how to obtain an EFIN and PTIN
  • Review recommended office setup
  • Discuss security considerations
  • Get access to education and resources

Course Details

This on-demand webinar includes the presentation slides, recording of the webinar broadcast and attendee top questions.






   

Presented by: John Sapp, CPA and Amanda Watson, EA

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