The Tax Bizz x Tax IQ Academy

Year-End CE

Pop-Ups

Private Team Training. Real Tax Scenarios. IRS CE Credit.

Get your team ready before tax season gets here.

2 Hours

Private live training

2 IRS CE

Eligible participants

10 TEAMS

Available for 2026

TAX SEASON CHANGED

Your Team's Training

Should Too

The Tax Bizz has partnered with Tax IQ Academy to make professional

tax education available directly inside our ecosystem.

As we close out 2026 and prepare for another filling season, we're

opening something new: private CE Pop-Ups for individual tax offices

and teams.

Instead of sending your preparers somewhere else for generic training,

bring the training directly to your office. Your team gets Audrey for a private

session focused on the issues that matter at the tax desk- what changed,

what the IRS expects, what documentation should be in the file, and where

preparers are most likely to get themselves and their office in trouble.

What We're Covering

Practival Training On The Topics That Matter Most At The Task Desk.

What Changed for 2026

Federal tax law updates your preparers

need before filing season.

  • Major 2026 Federal Tax Law Changes

  • Updated Credits, Deductions and Limitations

  • Filing-season Changes Affecting Inviduals Returns

  • What Changed From The Prior Filing Season

  • What Preparers Need To Communicate Differently To Clients

Due Diligence At The Desk

Where Knowing The Rule Isn't Enough

  • Form 8867 Requirements

  • EITC, CTC/ACTC/ODC, AOTC and HOH Due DIligence

  • Knowledge Requirement

  • When A Client's Story Doesn't Add Up

  • Documentation And Record Retention

  • Red Flags Preparers Shouldn't Ignore

  • Questions Preparers Should Be Asking

  • Practical Client Scenarios

Okay Audrey, But What Would YOU Do?

Bring The Situations Your Team Is Actually Dealing With

  • Live Q&A Throughout The Session

  • Real-world Scenarios

  • Discussion Within The Approved Program Content

  • Practical Solutions You Can Use During Filing Season

YOUR INSTRUCTOR

Meet Audrey

Founder & CEO, Tax IQ Academy

Audrey doesn't just teach tax theory- she works in the tax industry. As the founder of Tax IQ Academy; and IRS-approved continuing education provider, she develops and delivers professional education designed specifically for working tax professionals.

Her approach is practical: understand the law, understand what the IRS expects, and then understand what that actually looks like when client is sitting across from you.

Through the partnership between The Tax Bizz and Tax IQ Academy, Tax Bizz teams now have direct access to that training inside their own ecosystem.

IRS-Approved

CE Provider

Tax Professional

Course Developer

Industry Educater

Service Bureau Experience