Cashflow Analysis of Tax Returns: open enrollment


Attend One or Both Days!     $495 per day

Day I: Tax Return Analysis - Essentials and 1040 Review
Day II: Beyond the 1040 - Corporations, Partnerships and LLCs

Before you register, click here to learn about payment, what to do if you're new to Linda's classes, how to attend a workshop for free and low-cost, risk-free local training.

Call Kimberly at 360-455-1569 for help with registration or to request an invoice. Want to pay by check?

Register by mail/fax. Or use our secure online registration below with a charge card.

Anaheim, CA | Nov 3-4


Bay Area, CA | Oct 26-27



Pasadena, CA | Nov 9-10



Seattle, WA | Oct 13-14


More information about registration

Registration options:

  • Register online using your charge card
  • By mail/fax:
  • Use our PDF form to register using a check or charge card
  • Call or fax to be sure we save a spot for you

Manuals and eWorksheets:

A manual with camera ready worksheets is included with each registration. Unless your bank uses an internal worksheet you'll also want to order our Excel based eWorksheet.

First time participants:

Attend both the 1040 and Partnership/Corporation sessions unless you are very experienced and have had 1040 training before. The first day provides basics that apply to all types of tax returns.

Refresher students:

If you paid to attend an 'open-enrollment' class on the same subject within the last 24 months you get in FREE! You can select the refresher option when you register online or by mail/fax.

Can't find a date or location to suit you?

Consider other options: online, onsite or share a program with other banks or credit unions in your area.

Or we'll come to you. With as few as five lenders from your area and a meeting space, we'll put you on the schedule. Download the PDF flyer for the details on

local tax return and financial statement analysis training.

Add online eCourses:

Our Lender's Online Training subscribers benefit from anytime access to 30-minutes-or-less eCourses covering all of our tax return analysis topics. Use them as a preview or a refresher.

More questions?

What to wear? When to arrive? What to bring? Other? Check our FAQs

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