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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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There is simply not enough time in a normal compressed tax season, and if 2020 was any indication, this tax season is going to be another challenging one for tax professionals and their team members.
We have an enormous opportunity to address an area of our workflow that has yet to be transformed- the 1040 review process- to deliver more productive and profitable outcomes to our practices.
In this CPE webinar for CPAs, we will explore how to re-think your 1040 review process this tax season to effectively develop the foundational “PPP” of your firm (PEOPLE, PROCESSES, and PRODUCT). Strategies shared in this session will drive 5 positive outcomes for your firm:
President, TaxExact, Inc.
With more than a decade of experience as a CPA and founder of Roberts Accounting CPAs, P.C., Pat is a strategic visionary committed to helping CPAs focus more of their time proactively advising clients. What began as proprietary software Pat created to grow his own firm exponentially led to the development of TaxExact for accountants. As his own CPA firm continues to grow, Pat has developed a passion for helping other firms transform the 1040 review process to save time, ensure accuracy, develop staff, and uncover advisory opportunities. A family man at heart, Pat also enjoys plenty of time outside of work with his wife and 3 young children.
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Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
126 Ratings
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KM
May 28th, 2021
I love that this platform provides a simple and easy way to earn CPE credits in a variety of topics! The speakers are always very knowledgeable and make the presentations interesting to watch.
KM
Apr 22nd, 2021
Reading the script could have been a bit smoother. It was a little hard to listen to. Looks like a great product though!
VS
Jun 7th, 2022
A vast amount of continuing educational courses.
AS
Mar 26th, 2021
engaging speakers
CG
Apr 28th, 2021
Great speakers
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