Tax Return Analysis Training for Lenders: Local Workshop

Local Workshop

Register in two easy steps:

Find a class      Register below


  • The fee is for the two-day training plus materials.
  • Let us know who will be attending (name, title, email address) in the email requesting the invoice or in a separate email if you register online.
  • If we have more than one local program going, let us know the city/dates as well.
  • For over 7 participants please request an invoice.

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

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


One day only?

Both days are highly recommended. If you are a refresher student, see the next section and do not use these links.

Day I only  |

Tax Return Analysis: Essentials and 1040 Review

Day II only |

Beyond the 1040: Corporations, Partnerships and LLCs


Refresher Students

Local workshops are often held in the conference or training room of a local bank or credit union. Due to limited space, we generally cannot accommodate ‘refresher’ students from an open-enrollment session.

If you are entitled to an open-enrollment refresher and would like to attend the local workshop at no charge, email info@LindaKeithCPA.com to be put on the wait list. We will happily include you if there is space available.


Download the Global Tax Return Analysis
Quick Reference Guide

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