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

Burlingame, CA

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

4-6 Participants  | $880@  Charge card:  Register online
                                        Check or EFT: Request invoice or register by mail

7-9 Participants  | $770@  Check or EFT: Request invoice or register by mail

10+ Participants | $660@  Check or EFT: Request invoice or register by mail


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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