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 us at 360-455-1569 for help with registration or to request an invoice. Want to pay by check? Register by mail. Or use our secure online registration below with a charge card.

Or bring me to you! In the last few months we have received requests from Colorado, Hawaii, Louisiana and Pennsylvania to schedule a workshop. We are happy to! With as few as five confirmed attendees we will put it on our calendar. Once we have ten confirmed, we'll lock it in! So call 360-866-1982 or email Info@LindaKeithCPA.com to get the ball rolling! Check my schedule


Anaheim, CA | Mar 1 - 2

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


Bay Area, CA | Mar 21-22

Location TBA


Pasadena, CA | Mar 6-7

Pasadena Hilton
168 S Los Robles (map)


Portland, OR | May 15-16

Location TBA


Seattle, WA | May 22-23

Location TBA


Walla Walla, WA | Feb 9-10

Local program for Banks and Credit Unions
Location to be announced


More information about registration

Registration options:

  • Register online using your charge card
  • By mail:
  • Use our PDF form to register using a check or charge card
  • Call or email 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. We need ten to run the program. 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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