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What To Prepare For 2020 Tax Season - San Francisco Bay Chapter Meeting 12.04.19
Doubletree Hotel Burlingame
835 Airport Blvd.
Burlingame, CA 94010

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Wednesday, December 04, 2019, 6:30 PM - 9:00 PM PDT
Category: Chapter Meetings

What to Prepare For 2020 Tax Season
San Francisco Bay Chapter Meeting


Wednesday, December 4, 2019
Meeting: 6:30 p.m. - 9:00 p.m.


Doubletree Hotel
835 Airport Blvd
Burlingame, CA 94010
Free Parking with Validation

Topic: What To Prepare For 2020 Tax Season

The topic will discuss what we need to prepare for approaching Tax Season 2020 with an overview of the draft 2019 Tax Forms. We will review the time elements of providing the service, i.e., social media, portals, email/mail and other means that your Client can get their materials to you. How important it is to have Engagement Letters! Are you set to help your Client understand what services your practice can offer and how much it will cost. Providing your Staff to be preparers under Circular 230 and much more information.

Presenter: Edward J. Sutton, EA

Edward is a past President of the Golden Gate Chapter of Enrolled Agents.  He has lectured for many CSEA chapters.  He is on the Board of Directors for CSTC San Francisco Bay Chapter.  Ed was an instructor of one of the largest VITA classes at San Francisco State.  He is a member of NAEA, CSEA and CSTC.

CPE Information:

2 Federal Update Hours

IRS: 18QC1-U-01301-19-I
CTEC: 1000-CE-4686

Knowledge Level: Basic


Registration Fee (Member):  $60
Registration Fee (Non-Member):  $80


Click the link below to register. Pre-Registration Required.

[email protected]

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

Contact: [email protected], 650-918-7329