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

Only 10 TEAMS

Available for 2026

TAX SEASON CHANGED

Your Team's Training

Should Too

Tax IQ Academy is opening something new as we close out 2026 and prepare for another filing season: 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

1 to 1 1/2 Hours of Practical Training on The Topics That Matter Most.

Session 1: 2026 Tax Law Updates and How They Move the Tax Return.

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

Session 2: Due Diligence and Audit Prevention

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

Both Sessions Will End with Real-World Scenarios and "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 Jackson, MBA

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 tax professionals.

Audrey has graced the stages of many tax conferences, notably, The Association of Black Tax Professionals, The Tax Bizz and Mind Your Own Business Women's Conference.

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

IRS-Approved

CE Provider

Tax Professional

Course Developer

Industry Educater

Service Bureau

What Your Team Leaves With

More than a training- Practical tools your team can use.

2 Hours Of

Private Instruction

This Session Belongs

To Your Office

Up to 2 IRS
CE Credits

For Qualifying Participants

Who Meet Attendance

Requirements

2026 Tax Law
Update Resource

A Downloadable
Reference To Keep
At The Desk

Due Diligence
Desk Guide

A Practical Reference

For The Filing Season

Certificate
Of Completion

Issued Through

Tax IQ Academy

Real Answers

To Your Team's Questions

Because Sometimes

The Problem Isn't The Rule

It's How It Applies To Your Client

THIS IS A POP-UP FOR A REASON

We're Only Opening

10 Team Sessions

Tax Season is approaching, and Audrey's training calendar is filling quickly.

Rather than opening this unlimited offices, The Tax Bizz and Tax IQ Academy are making 10 private team sessions available before year-end.