Tax Intensive: 1st Annual In-Person Preparation Training Session!

Wed May 21 2025 at 08:30 am to 02:00 pm UTC-05:00

203 W 2nd St | Thibodaux

Honesty Financial Services
Publisher/HostHonesty Financial Services
Tax Intensive: 1st Annual In-Person Preparation Training Session!
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Get ready to dive deep into tax prep at our 1st Annual In-Person Training Session on May 21st!
About this Event

Tax Intensive - Workshop Training Session - In Person Only!

Come join us for an exclusive in person workshop training session focused on all things taxes! This event is perfect for anyone looking to enhance their knowledge and skills in tax preparation. Whether you're a seasoned professional or just starting out, this workshop is designed to help you navigate through the different complexities of tax laws and regulations while helping you position for growth. We learned how to expand our office to a year round service and want to help others do the same. Gaining insight form an industry leader can help you close $1400 clients every month.

Location: 203 W 2nd St

Don't miss out on this opportunity to learn from industry experts and network with fellow tax enthusiasts. Secure your spot today! Spaces are limited we're only taking a few Participants so don't wait.

We will set up a payment plan option for you as well: Email us


Event Photos

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Agenda

🕑: 08:00 AM - 08:30 AM
Check In
8:45 AM - 9:30| Tax Basics & Filing Essentials
🕑: 09:30 AM - 10:30 AM
Business & Self-Employed Taxes

Info: Sole proprietorships & Schedule C

Business deductions & expenses - Tracking expenses and income - Reconstruction of income - Bank statement review - Medical - Charity contributions - Drive - Doctors appointments - expenses for operating - Expenses for setting up the business - Fees to enroll

Understanding 1099s for contractors - expenses & filing reports quarterly to pay taxes but most importantly tracking expenses like small business. Depreciation of assets.


🕑: 10:30 AM - 11:00 AM
10:30 AM – 10:45 AM | 15 minute Break
🕑: 11:00 AM - 12:30 PM
10:45 AM – 12:00 PM | IRS Forms, Software & Hands-on Training

Info: Walkthrough of tax software - Copies of W-2’s, 1099’s 1098 and scenarios)

Reviewing Documents for accuracy

Common red flags that trigger IRS audits
Tax planning strategies for individuals & businesses


🕑: 01:30 PM
1:30 PM | Questions and Answer

Info: Q&A Certification (if applicable)

Setting up a tax preparation business


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Event Venue & Nearby Stays

203 W 2nd St, 203 West 2nd Street, Thibodaux, United States

Tickets

USD 95.00 to USD 189.99

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