Marketing materials should be displayed now – this includes any banners and marketing kit materials that you may have received or will receive by Nov. 17th. For questions concerning marketing, please contact Kelly Gerardis, kellyg@ptstax.com
Quick Calc will be ready this week!
Have you renewed or signed up for your PTIN? You have until December 31st
PTS University is up and running. This year PTSU is much simpler to register for, as well as launching your courses.
Good news: The IRS has decided to hold off on fingerprinting tax return preparers for now
Tax folders for completed returns will be sent the first week of January
Tax Law Webinars are currently available as well as Tax Software Seminars. The Tax Software Seminars are from 9 am to 4 pm. To register, please contact Phillip Rhodes at phillipr@ptstax.com.
Tax Season for PTS affiliates only lasts about 4 weeks
50% of returns are completed by January 28th and 81% are completed by February 15th
Do not wait for tax season, be prepared!

