Day 1 Agenda
Knowledge + Tools Day
?: 10:00 AM - 11:00 AM
Brunch + Networking + Check-In
Host: SJ Tax Lady
Info: Warm welcome, materials, meet your instructor & peers.
?: 11:00 AM - 11:30 AM
Tax Pro Foundations
Host: SJ Tax Lady
Info: • Responsibilities
• Refund rules
• Taxpayer basics
?: 11:30 AM - 12:00 PM
Tax Law Essentials
Host: SJ Tax Lady
Info: • Income types
• Credits & deductions
• Filing statuses & dependents
?: 12:00 PM - 12:30 PM
Software Setup + Fees
Host: SJ Tax Lady
Info: • Software Demo
• Creating accurate client profiles • Fees
?: 12:30 PM - 01:30 PM
1040 Basics + Key Schedules
Host: SJ Tax Lady
Info: • 1040 overview
• Schedules you MUST know
• Document review (W-2, 1099, 1098, etc)
?: 01:30 PM - 02:00 PM
Hands-On Filing Practice + Q&A
Host: SJ Tax Lady
Info: • Real client scenarios
• Red flags & common mistakes
• Confidence-building Q&A
Day 2 Agenda
Branding + Business + Marketing Day
Host: SJ Tax Lady
?: 11:00 AM - 12:00 PM
Brunch + Marketing Kickoff
Host: SJ Tax Lady
Info: • Branding basics
• Content ideas
• Social media presence
?: 12:00 PM - 12:30 PM
Business Structure
Host: SJ Tax Lady
Info: • LLC setup
• Business banking
• Pricing your services
?: 12:30 PM - 01:30 PM
Marketing That Converts
Host: SJ Tax Lady
Info: • How to market for $0–$20
• Turning followers into clients
• Client onboarding + retention
?: 01:30 PM - 02:00 PM
Networking + Photo Ops
Host: SJ Tax Lady
?: 02:00 PM - 03:00 PM
Graduation Ceremony + Photos + Final Q&A
Host: SJ Tax Lady
Info: • Certificate ceremony
• Group photos
• Final Q&A
• Closing remarks
Event Venue & Nearby Stays
507 North Sam Houston Parkway East, 507 North Sam Houston Parkway East, Houston, United States
USD 99.00 to USD 297.00
