Course curriculum

  • 01

    Upcoming Live Sessions

    • Welcome & Instructions

  • 02

    Recorded Live Sessions

    • Free Client Profitability Analysis Workshop 8-2-2022

    • New 1099-K Rules Questions & Answers 6-24-2022

    • Pass Through Entity Tax Training 6-10-2022

    • Cryptocurrency Tax Training 02-18-2022

    • Schedule C Clients with No Accounting Records 02-11-2022

    • PPP Tax Treatment Pre-Tax Season Training 02-04-2022

    • Form 7203 Workshop Live Training 02-03-2022

    • The "Uber-ization" of Tax Preparation

    • Q4 2022 Member Q & A

    • Raise Prices Workshop - Guest Andy Frye

    • Q4 2023 Live Q&A Webinar Recording

    • Last Minute Questions Answered Live


Instructor Bio:

Adam started his tax career as a seasonal tax preparer at a Jackson-Hewitt® franchise in Wilmington, North Carolina.Within a few months, Adam was promoted to General Manager of the franchisee's six existing offices. Adam then helped the company open nine more office locations over the next five years.During his time in the "retail" segment of the tax prep business, Adam trained hundreds of tax preparers and supervised the operations of the company out of the main office, processing thousands of tax returns every year.In January of 2010, Adam struck out to start his own business and, in March of 2010, obtained his CPA license. Adam decided to focus on serving entrepreneurs and business owners and that focus continues today.Adam Shay CPA, PLLC has now grown to become a premier tax and accounting firm in Southeastern North Carolina, employing a team of six CPAs and four support staff and earning widespread respect in the business community with his team's proactive, results-oriented approach.

Adam Shay, CPA, MBA

Adam Shay CPA, PLLC