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Self-Study CPE
AREAS OF CONTROVERSY UNDER THE TCJA
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WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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OUT OF TIME, OUT OF LUCK? HOW TO REQUEST RELIEF FOR A LATE OR MISSED ELECTION
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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Free cpe webinars
5 Steps to Automate Your Tax Preparation Process

5 STEPS TO AUTOMATE YOUR TAX PREPARATION PROCESS

This webinar was formerly titled HOW TO AUTOMATE YOUR TAX PREPARATION PROCESS IN 5 EASY STEPS
Available Date(s)
Thursday, August 27, 2020: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Taxes
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Taxes
Course Description

Find out how to start automating the time-consuming tasks of 1040 tax preparation in 5 steps. GruntWorx is a tax automation and organization service that’s completely web-based, allowing you to be up and running in minutes. Find out how you can stop typing data into your tax software and stop chasing the paper in your office and instead focus your time on providing real tax value to your clients.

Learning Objectives:


  • Learn how to reduce the time consuming process of organizing the shoebox of client source documents

  • Understand how to achieve the highest level of accuracy in a tax automation system without going offshore

  • Learn how the tax preparation process can be streamlined and efficient for more profitability and productivity

  • Demo

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Sara Cavender is an account executive at GruntWorx, LLC. She received her Bachelors in Communications with a minor in Marketing from Western Carolina University before going into sales and service for large enterprise size accounts for about 5 years. She lives in Franklin NC with her husband and 4 year old son where she has continued her sales career at GruntWorx, LLC.

Linkedin

Brian Unger

GruntWorx
Account Executive
brian.unger@gruntworx.com
(877) 830-6059

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Brian Unger is an account executive at GruntWorx, LLC. Brian worked at a financial institution for 16 years before beginning his career with GruntWorx. Brian is currently attending Western Carolina University to pursue his degree in Business Administration & Law. He resides in Franklin, NC with his wife and his 2 daughters where he enjoys being outside and working out.

Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Gruntworx provides a comprehensive and integrated family of web-based products that automate client organization and data entry. GruntWorx tax automation and organization technology eliminates the tedium of manually converting paper documents to digital files by automating data entry and source file organization from directly within most tax software.