Orlando Weekly Conference Calls-2024

January 9, 2024

Contests, required training, Return Conversion

TTT: Returns when client isn't present

January 16, 2024

Assisting unhappy clients

TTT: Overview IPPIN/1095a Rejects

January 23, 2024

Contests, Retention & Holds

TTT: How to find & fix rejects

January 30, 2024

IRS Opens, Results & Focus

TTT: Itemized Deductions, Bal Due Profiler Question

February 6, 2024

Starts, Training Videos, , Daily Accting, 8962 Rejects

TTT: Education Credits

February 13, 2024

Pricing/Discounts, AAG, Switch & Pay Less Promo

TTT: Capital Gain Rates

February 20, 2024

Office pics, Tips for when support is closed, Return Conv/SNS focus, 

TTT: Refund Status, how to help clients by providing the status of their refund

March 5, 2024

Rev it Up contest, price quoting, mid-season training

TTT: Amendments

March 12, 2024

Contest results, clock in times, maintaining your appt calendar, March 15th tax deadline 

TTT: K-1's and Basis Statements

March 19, 2024

March results, IRS IDVerify letters & outreach, direct deposit acct 

TTT: Remote Esign & Extensions