Pronto Tax School - Course Access

   

 Dream Team Members Course Included • Sign In Here 

Course Description

In this brief training program, Pronto Tax School challenges the long-standing belief that filing extensions is a no-profit, low-value, administrative burden that takes up valuable time close to tax deadlines and is frustrating, annoying, and exhausting.


Instead of extension-related misery being our sad reality, this brief training program teaches tax pros how to “reframe” and “refashion” extensions into a strategic opportunity to improve client relationships and increase your profits.


We explore ways to systemize your extension processes, price different “types” of extensions, and get immediately paid for ANY work you do related to extensions. 


You’ll learn how to shift client expectations, communicate the benefits of extensions effectively, and position yourself as proactive rather than reactive.


By the end of this brief training program, you’ll have clear, doable options for transforming extensions from a necessary evil into a powerful profit center.

Course Objectives

  • Identify common inefficiencies and profitability challenges associated with traditional extension filing processes.

  • Reposition tax extensions as a valuable service that clients will pay for without “hassling you into submission.”

  • Create and implement workflow improvements to streamline extension preparation for maximum efficiency and minimum stress.

  • Price different “types” of extensions fairly according to the value that you’re creating by filing the extension.

  • Communicate effectively with clients about extensions so that you can avoid mismatched expectations and unpleasant, expensive surprises.

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, Pronto Tax School

Course curriculum

  • 01

    Getting Started

    • *** Before You Start, PLEASE READ THIS!

    • Getting Started Quiz
  • 02

    The Materials

    • Glossary

    • Presentation Slides (PDF)

    • Webinar Recording (VIDEO)

    • Review Questions

    • Exam Questions
  • 03

    Tools & Templates

    • Communication Templates

    • Tiered Pricing Graphic

    • Payment Instructions for Clients

    • Disengagement Letter Template
  • 04

    Final Steps

    • IMPORTANT --> Finalizing Your CE / CPE Credits, Hours Reporting Timeline, Etc.

    • 5 Minute Feedback

Additional Course Details

  • Education Provider: Pronto Tax School, Inc.
  • Instructional Delivery Method: QAS Self-Study Program
  • Recommended CPE Credit: 1 hours and 1 Hour CE for IRS
  • NASBA Field of Study: Taxes
  • Program Knowledge Level: Intermediate
  • Prerequisites: Understanding of the fundamentals of tax preparation and consulting, as taught in a Basic Income Tax Course, for example this course.
  • Advance Preparation: None
  • NASBA Sponsor: Pronto Tax School, Inc.
  • NASBA Sponsor #143984
  • IRS-Approved Education Provider: Pronto Tax School, Inc.
  • IRS Course Number: MPMDK-T-00196-26-S
  • Refund / Cancellation Policy: Full refund available within 14 days of purchase if you are unsatisfied for any reason (except if course completed more than 75%, in that case, there will be no refund available, even if within 14 day period).
  • Complaint Resolution Policy: click here to contact our support team anytime, we resolve any issues amicably and working as a teammate with our valued Members.

Pronto Tax School, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.