Tampa · In person · November 21

Beyondthe W-2.

A hands-on workshop for tax preparers working with business owners.

Your Schedule C clients are asking what comes next. Build your foundation for helping them move toward corporate filing with accurate records and informed decisions.

With Dawn Cole, EAGenesis Accountancy Group

Who this is for

Preparers who already work with self-employed clients and want to begin serving corporate clients.

The workshop

Know what needs
to happen next.

Spend four hours working through the decisions and records that support your client's transition beyond Schedule C.

  1. Recognize when a client is ready

    Identify the questions to ask before a client moves beyond Schedule C.

  2. Assess the business and tax structure

    Understand the factors that help you evaluate which structure fits a client's situation.

  3. Organize accurate financial information

    Help clients present clear, supportable records for financing conversations while staying compliant.

  4. Prepare for the first corporate return

    Know which records and setup should be in place before return preparation begins.

A small group leaves room for questions and individual attention throughout the session.

Your instructor

Dawn Cole, EA

Enrolled Agent · Genesis Accountancy Group

Dawn works with business owners on tax preparation, bookkeeping and business finances. This session brings that work into a practical conversation about client readiness, financial records and the foundation for corporate filing.

Before you register

A few details.

Questions about the workshop?
Email Dawn

How do I reserve my seat?

Use the registration button to enter your attendee name, email and payment details through Stripe. The workshop is $497 per person. After payment, Dawn will email your seat confirmation, venue and preparation details.

Where in Tampa will we meet?

This is an in-person workshop in Tampa, Florida. Dawn will send the venue and preparation details after registration. If you need location information before booking, email genesisaccgroup@gmail.com.

What experience should I have?

The session is designed for tax preparers who already work with self-employed clients filing Schedule C and want to begin working with corporate clients.

Will this cover every step of Forms 1120 or 1120-S?

The focus is client readiness, business and tax structure, financial records and the setup before a first corporate return. An in-depth walkthrough of preparing Forms 1120 or 1120-S is outside the scope of this session.

Who should I contact about registration?

Email genesisaccgroup@gmail.com with questions about attendance, preparation or registration.

Make room for your next step.

November 21 · 10 a.m.–2 p.m. Eastern · Tampa · $497

Reserve your seat