We are now accepting 1099, W-2, & ACA 1095 Forms for the 2025 Tax Year.

We are now accepting 1099, W-2, & ACA 1095 Forms for the 2025 Tax Year. E-File Now

As tax filing season approaches, December is the time to finalize details, verify accuracy, and ensure every system is ready
to perform.

This webinar provides CPAs with information on essential year-end actions, including preparing your team, planning your workflow, and verifying system-readiness and information accuracy.

With these final checks in place, you can enter filing season confident that your data, processes, and team are fully prepared.

Key Learning Points:

  • Best practices for verifying taxpayer information
  • Identify common classification errors
  • Strengthen internal review and communication workflows

Meet Your Hosts:

Jason Ackerman is an established CPA and co-founder of the digital retirement plan platform, WealthRabbit, who uses his expertise to fuel his passion for helping CPAs build a more innovative and profitable business.

Charles Hardy supports TaxBandits as VP of Operations, overseeing and enhancing efficiency across multiple departments and assisting with streamlined workflows to enable the team to best support clients.

FREE WEBINAR

Inside the CPA Workflow: Insights and Strategies for January Prep

  • date Wednesday, December 3rd, 2025
  • Time 1.30 - 2.30 PM EST
  • Host Hosts: Jason Ackerman &
    Charles Hardy