Virtual Tax Prep Operations Training
How to do taxes and make money without meeting clients face-to-face
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
Andy Frye, EA
Founder & CEO, Pronto Tax School
Before You Start, PLEASE READ THIS!
Getting Started Quiz
Virtual Tax Prep Operations Training (WEBINAR RECORDING)
Virtual Tax Prep Operations Training (PDF SLIDES)
Q & A from Webinar
Review Questions
Exam Questions
Step-by-Step Going Virtual Implementation Checklist with Links
Andy's Template Emails for Going Virtual
Additional Research Resources
IMPORTANT --> What You Need to Do Next for IRS and CTEC
Verify Your CTEC and/or IRS Readiness
5 Minute Feedback