On-Demand: End the Nightmare of Tax Season - Sponsored by Renew Group
Course Description
Discover how to transform your business model so that youwork less hours, work with better clients and increase your profits. If you want to stop the insanity of tax season, this webinar walks you through our proven framework.
Learning Objectives
- How our Pareto for ProfitTM analysis will help you solve your time, capacity, profitability, and sanity issues!
- How to price in advance, upgrade target clients, and focus on high-value advisory services that add immeasurable value to your firm.
- Learn how to think differently about your firm to achieve greater efficiency, profitability, and work-life balance.
- Be inspiredby real-world success as Julia Harvey, EA, CAA, NTPI Fellow, a seasoned tax professional and owner of International Tax Preparation and Consulting,shares her own transformative story.
Be inspired by real-world success as Julia Harvey, EA, CAA, NTPI Fellow, a seasoned tax professional and owner of International Tax Preparation and Consulting, shares her own transformative story.
Sponsored by Renew Group Co-Founders, Shannon Vincent and Colin Dunn, their mission is to transform accounting firms and the lives of their professionals with the education, tools, community, and coaching needed to create better business models. Renew Group is dedicated to revolutionizing the accounting industry, one firm at a time, by delivering tangible, life-changing results.
Presenters
Julia Harvey, EA, CAA, NTPI Fellow
Julia Harvey is a seasoned tax professional and owner of "International Tax Preparation and Consulting," where she offers specialized services in various areas including resident, dual-status, and nonresident tax returns, expatriation/GC surrender returns, and more. With a particular emphasis on individuals with international ties, she assists with Streamlined Foreign Offshore Procedure, FBAR, FATCA, and other vital areas of tax compliance and reporting.
Read her full bio here!
Julia Harvey is a seasoned tax professional and owner of "International Tax Preparation and Consulting," where she offers specialized services in various areas including resident, dual-status, and nonresident tax returns, expatriation/GC surrender returns, and more. With a particular emphasis on individuals with international ties, she assists with Streamlined Foreign Offshore Procedure, FBAR, FATCA, and other vital areas of tax compliance and reporting.
Read her full bio here!
Continuing Education
This course does not qualify for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.