We offer open-enrollment Tax Return Analysis Training 'on-demand'. If you have five or more on your own, we are on the way. Or you can download the flyer on local training on tax return analysis to share with colleagues from your financial institution and others in the area to gauge interest. To let us know and get the ball rolling you can:
Call Linda at 360-455-1569 and discuss a customized in-house training. Your needs, your location, your dates, your type of lending, your guidelines, your process...all yours!.
Our Web-based Training combines the convenience of online self-study modules with the interaction of live training. Click here to check out the choices! This option is offered open-enrollment and customized in-house.
Or if self-study is your preference, our Lender's Online Training subscribers benefit from anytime access to 30-minutes-or-less modules covering all of our tax return analysis topics. Use them as a preview or a refresher.
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.
Attend both the 1040 and Partnership/Corporation sessions unless you are very experienced and have had 1040 training before. The first day provides essentials that apply to all types of tax returns.
If you paid to attend an 'open-enrollment' class on the same subject within the last 24 months you get in FREE! The only exception is when a bank or credit union is hosting a local session in their space. When you click on register online, if it is a 'local' session we'll fit you in if there is room. If it is open to refresher students, you can select the refresher option when you register online and we will put you on the space-available list.
What to wear? When to arrive? What to bring? Other? Check our FAQs[back to top]