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 | Feb 2-3

Disney's Paradise Pier Hotel
1717 Disneyland Dr. (map)


Burlingame, CA | Feb 25-26

Doubletree Hotel SF Airport
835 Airport Blvd (map)


Eugene, OR | Mar 18-19

Local program...
NWCCU Training Room
3660 Gateway St.(map)


Pasadena, CA | Jan 27-28

Pasadena Hilton
168 S Los Robles (map)


Portland, OR | Mar 10-11

Co-sponsored by Oregon Bankers Association
Hilton Garden Inn Airport
12048 NE Airport Way (map)


Seattle, WA | Mar 2-3

SeaTac Holiday Inn Express
19621 International Blvd (map)


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

[back to top]