What You'll Learn

  • How to communicate with clients about what's going on (actionable communication that addresses their concerns, not the "wash your hands" stuff most companies are sending out)

  • The exact steps you need to take NOW to create a "virtual" tax preparation process that your clients love

  • What are the best and lowest cost technology tools you can use to offer virtual tax preparation services

Meet Your Instructor

Andrew Freiburghouse, known as Andy Frye in "Tax World," is a tax consultant and Enrolled Agent (E.A.) licensed to represent taxpayers before all levels of the IRS. Andy started his tax career as a tax preparer at Pronto Income Tax of California, Inc., a third-generation family business with multiple locations based in Southern California. After preparing more than 10,000 tax returns and developing extensive employee training programs within his family business, Andy founded Pronto Tax School, Inc., an online training company that educates and empowers tax professionals and taxpayers nationwide. Pronto Tax School is an IRS-approved education provider that offers credentialing and continuing education certificate programs, as well as career advancement and business development training. Andy is a graduate of Santa Clara University, the Goldman Sachs 10,000 Small Businesses Program, and The School of Tax Business Hard Knocks.

Andy Frye, EA

Founder & CEO, Pronto Tax School

Course curriculum

  • 01

    Getting Started

    • Before You Start, PLEASE READ THIS!

    • Getting Started Quiz

  • 02

    The Materials

    • Virtual Tax Prep Operations Training (WEBINAR RECORDING)

    • Virtual Tax Prep Operations Training (PDF SLIDES)

    • Q & A from Webinar

    • Review Questions

    • Exam Questions

  • 03

    Tools & Templates

    • Step-by-Step Going Virtual Implementation Checklist with Links

    • Andy's Template Emails for Going Virtual

    • Additional Research Resources

  • 04

    Final Steps

    • IMPORTANT --> What You Need to Do Next for IRS and CTEC

    • Verify Your CTEC and/or IRS Readiness

    • 5 Minute Feedback