Tax Return Analysis Training for Lenders: SoCal Open-enrollment Workshops

Southern California

Registration: 8:00am | Begin: 8:30am | Lunch (on your own): Noon | End: 5:00pm

Register online or by mail:

  • The fee listed is for the two-day training plus materials.
  • Let us know who will be attending (name, title, email address) in an email to Info@LindaKeithCPA if you register online. We’ll send the workshop reminder and their certificate after class directly to participants.
  • For over 7 participants please pay by check or EFT.

Two-day Workshop

1-3 Participants  | $990@  Charge card:  Register online
                                        Check or EFT: Request invoice or register by mail

4+ Participants and Continuing Clients  | $770@  Charge card:  Register online
                                        Check or EFT: Request invoice or register by mail


Continuing Clients

If your financial institution has spent over $2,970 in registration fees in the last 24 months, please continue to enjoy the lower registration rate.


One day only

Both days are highly recommended. Do not take Day II only unless you have taken Day I before or have equivalent training or experience. A one-day registration is $495@.

Day I only | Tax Return Analysis: Essentials and 1040 Review

Day II only | Beyond the 1040: Corporations, Partnerships and LLCs


Refresher Students or Rainchecks

Use these links to register at no cost if you attended an open-enrollment workshop on the same subject within the last 24 months or anyone in your company took a raincheck in the last 12 months. Not sure you qualify? Just call 360-455-1569 or email Info@LindaKeithCPA.com

Day I | Tax Return Analysis: Essentials and 1040 Review

Day II | Beyond the 1040: Corporations, Partnerships and LLCs


Download the Global Tax Return Analysis
Quick Reference Guide

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