FAN TPG Tax Training Lunch
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FAN TPG Tax Training Lunch
January 24, 2024
12:00 pm - 2:00 pm
Join us for our must-see informational lunch at our Tustin office on: Wed, Jan 24 beginning at 12:00pm PST. This lunch will be taught by Financial Advisors Network Tax Planning Group (FAN TPG). It is designed for current/new tax clients as well as anyone interested in learning more about FAN TPG’s client services and processes.
Location: 1432 Edinger Ave, Suite 200, Tustin 92780
Our tax team at FAN TPG will cover topics such as:
- Important Dates to Know
- Updated Process
- Documents Sent to Clients (What to Expect)
- Engagement Letter
- Tax Organizer
- Prepared Tax Returns
- Tax Projection Worksheets & Spreadsheets
- How to Submit Requested Documents
- Tax Preparation Documents (What is Requested & Why)
- Tax Projection Documents (What is Requested & Why)
- Explaining Fees & FAN Client Credits
- What to Expect for Tax Preparation Appointments
For more information about the informational dinner, please contact us at macaela@fanwmg.com or (714) 597-6510.