Tax Season Wrap-Up & Oops I made a mistake
San Diego - East County Chapter Meeting

Date/Time:

Tuesday, July 11, 2023
5:00 PM to 8:00 PM PST

Location:

Pacific Southwest Association of Realtors
1150 Broadway
El Cajon, CA 92021

Topic: 

Recap of Tax Season 2022, the good & the Bad. Avoiding mathematical errors even with a computer. Missing data and how to catch it before filing. Do you need Errors & Omissions Policies? This course is designed to cover common errors and mistakes made by tax professionals. It will look at Electronic Filing Errors, Mathematical errors and Missed data errors. I will demonstrate real case scenarios, what those issues looked like and how those errors were discovered and the corrective action taken. Finally, we will review Errors and Omissions policy. How important are they?

Presenter:

Michael Tullio, EA
Mike is an Enrolled Agent and has been in the tax preparation business for nearly 40 years.  He is the owner of Michael A. Tullio Financial Services, located on Mission Gorge Road in San Diego California. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. He is an Enrolled Agent. He is a member of the National Society of Tax Preparers (NSTP) and a member of the California Society Tax Consultants (CSTC).

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01838-23-I
CTEC: 1000-CE-5265

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Cost if Registered by July 4, 2023
Registration Fee (Member): $0
Registration Fee (Non-Member): $50

Cost if Registered after July 4, 2023
Late Registration Fee (Member): $30
Late Registration Fee (Non-Member): $60

Cancellation and Refund Policy: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.