free monthly training
Learn How to Use the Strategies You Already Know
Without Second-Guessing Yourself in Front of Clients this month’s training:
The IRS Proof Accountable Plan
DATE: Insert date here
Time:Insert date here
Hosted by: Desi Alejandre, EA [2–3 sentences explaining why this topic matters right now, using plain-language, tax-pro reality. Example: Learn the exact framework I use to create IRS-proof reimbursement systems that save clients thousands of dollars every year. You’ll also learn how to build a fully compliant accountable plan from start to finish.]
What you’ll learn
In just 60 minutes
Taught by an IRS Enrolled Agent who reviews S-Corp files, fixes compliance issues, and handles client cases weekly.
✓ How to spot issues inside a client’s books or return long before they become IRS problems
✓ What to say when a client asks you to explain a strategy you’re not 100% confident in yet
✓ How to turn complex tax rules into simple, compliant explanations clients instantly understand
✓ How to apply the same corrections Desi makes inside real S-Corp and small-business filings
✓ When a strategy is appropriate, when it’s not, and how to make that call without second-guessing yourself
✓ Where most preparers unintentionally put clients at risk, and how to avoid falling into that pit
You won’t want to leave an empty seat!
The Part of Tax Work No One Admits They Struggle With
Knowing the rule is one thing. Applying it to a client’s return is another. Like when they ask if their new truck qualifies or if their kid can be paid through the business, and your mind races. You start panic sorting through all the exceptions you’ve learned.
It’s catching an odd deduction on a 1120-S and not knowing whether to question it or leave it alone. It’s trying to write a simple email about a reimbursement and realizing you’re not sure which expenses qualify. This training was built to make those moments easier and less stressful.
This free training is for you if:
Can’t Attend Live? No Problemo!
Register anyway, and the replay will be automatically delivered to your inbox when the webinar ends.
click below!
Only 30 Spots Available
Most tax pros and bookkeepers don’t realize they need support until a client asks a question they struggle to answer. By then, the damage is already done.
These sessions prevent those moments, and the seats go quickly every month. Reserve your spot while registration is open.
free monthly training
Know *Exactly* What to Do the Next Time a Client Needs You
Walk into your next client meeting knowing exactly what to look for, what to change, and what to flag without second-guessing anything.