Course Details

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Course Description

In this exclusive paid CPE webinar, Learn how to customize O365 to track the different stages of a client's tax return and other forms of work. Utilize integrations to the maximum and have tasks set off with a single click. Collaborate with yourself and/or with your team in a way that is convenient and effortless! Never loose data again.

Learning objectives

  • Overview of Microsoft Office 365 environment
  • Tax return and Task Management
  • Documenting the process
  • Communicating within O365
  • Mobile to computer applications

About Presenter

Susan Tinel, EA

Chief Executive Officer (CEO), April 15 Taxes Inc

[email protected]

Susan Tinel is an Enrolled Agent with over 15 years of experience working with small- and medium-sized businesses and individuals. Susan heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. She is a QuickBooks ProAdvisor, advanced certified in QuickBooks Online.  Ms. Tinel provides 

• Tax and business planning for small-to-medium size businesses, 
• Start up consulting for entrepreneurs.
• Cloud Accounting and payroll
• tax preparation services.
• International tax advisory for foreign-owned US businesses and foreign individuals residing in the US.
• Entity structuring for new businesses; entity analysis and restructuring.
• Cloud Migration services.
• Offering complete cloud solutions to small businesses

At April 15 Taxes Inc, our expertise is finding complete Income Tax and Cloud Accounting solutions for individuals and businesses.  We focus on helping potential clients understand how they can grow their business by having access to their data 24/7. We also understand the importance of the relationship we build with our clients, and, together, we help you to achieve your goals and objectives.  We offer the highest level of expertise with licensed Enrolled Agents (EA), who help keep you on top of the latest tax law changes and regulations. We offer year long additional services like: Cloud Accounting with 24/7 access, Payroll (certified or not), Bookkeeping and Personal Assistant for Entity Creation, Filings, Restructuring, Marketing, Tax Audit and more. We are also QuickBooks Pro Advisors.

FAQ

  • 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.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

Testimonials

2.5 (2)
80% Complete (danger)
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80% Complete (danger)
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  • Corinne Slemenda
    , CPA
    August 14th 2019
    Make presentation slides available.

NASBA Approved

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.

upcoming Live CPE Webinars

UNITED STATES TAXATION OF FOREIGN INVESTORS IN GENERAL
Tuesday, January 21, 2020 | 10:30 AM EST View Details/Register
Is Credit Card Surcharging Legal? Yes and No
Tuesday, January 21, 2020 | 11:00 AM EST View Details/Register
Say No to Staffing Stress this Tax Season
Tuesday, January 21, 2020 | 12:00 PM EST View Details/Register
Lay the Foundation of Government Contract Accounting
Tuesday, January 21, 2020 | 01:30 PM EST View Details/Register
Build a Profitable ERP Selection and Implementation Practice with Focus 9 ERP with AI
Tuesday, January 21, 2020 | 02:00 PM EST View Details/Register
  • Cost $15
  • CPE Credits 1
  • Subject Area Computer Software and Applications
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Tax Practitioners Business Owner CPA - Small Firm CPA - Mid Size Firm Tax Pros Tax Firm Young CPA CPA in Business Entrepreneurial CPA
  • Handout Material Download

upcoming Live CPE Webinars

UNITED STATES TAXATION OF FOREIGN INVESTORS IN GENERAL
Tuesday, January 21, 2020 | 10:30 AM EST View Details/Register
Is Credit Card Surcharging Legal? Yes and No
Tuesday, January 21, 2020 | 11:00 AM EST View Details/Register
Say No to Staffing Stress this Tax Season
Tuesday, January 21, 2020 | 12:00 PM EST View Details/Register
Lay the Foundation of Government Contract Accounting
Tuesday, January 21, 2020 | 01:30 PM EST View Details/Register
Build a Profitable ERP Selection and Implementation Practice with Focus 9 ERP with AI
Tuesday, January 21, 2020 | 02:00 PM EST View Details/Register