Protecting Your Brand from PTIN Scams

SUNDAY - JULY 13 8 PM CST

In this session, we're being as open and transparent as any ERO/SB could! 

In this eye-opening class, I'll be breaking down real-life PTIN scams and teach you how to protect your EFIN, your office, and your brand from fraudulent preparers. If you're hiring or working with PTIN holders, this is a must-attend session to avoid costly mistakes and safeguard your business.

Through firsthand experiences and insider tips, you’ll learn:

• Best practices for onboarding PTIN preparers

• How to properly put contracts in place

• Top scams to look for (with a visual walkthrough and receipt examples)

• Red flags and how to address them quickly

• Enforcing contract clauses to protect your business

• What to do when your brand reputation is on the line

Whether you're a solo ERO or managing a full team, this training will give you the tools and confidence to make smart decisions when working with others in your tax business.

📝 Digital resources and templates included with REPLAY! REPLAY WILL ONLY BE AVAILABLE 30 DAYS AFTER PURCHASE! PLEASE DO NOT PURCHASE IF YOU WILL NOT BE ABLE TO WATCH WITHIN THE 30 DAYS.