Did you know that postbac non-employees frequently underpay or overpay their true tax liability, sometimes by hundreds or thousands of dollars?
You want an accurate tax return above all else because:
The workshop will benefit you no matter which method you ultimately use to prepare your tax return: DIY with the IRS's Free Fillable Forms, tax software, or a professional tax preparer.
Thank you for allowing me to assist you with this particularly challenging aspect of your PhD life!
The tax year 2022 live Q&A calls will take place on:
I think you should set aside an hour or two to complete the workshop, perhaps broken up into two sessions if you need to retrieve information.
Each module comprises a video in voice-over-slides format and a full transcript in slides-and-script format.
The workshop assumes you have no familiarity with the tax system and explains everything you need to know from the ground up.
While the workshop does not refer to any tax software product in particular, the insight you gain into how the higher education benefits work will help you better interpret what your tax software is prompting you for. Much of the work you will do to gather and categorize your own numbers is what your tax software expects you to have done before interfacing with it, anyway. You will also have the ability to double-check the tax return the software produces.
Please participate in the live Q&A call! You can show up live to talk with me or submit a question in writing in advance, which I will answer during the call. I upload recordings of all the Q&A sessions with the workshop files within about a week.
The workshop will remain available through the extended tax filing deadline in October 2023. I don't leave any single version of the workshop available in perpetuity because tax law and IRS forms are updated every year, and I don't want you working from outdated information.
I offer a satisfaction guarantee with this workshop, so if for whatever reason you realize it's not a good fit for you, simply email [email protected] and I will refund the purchase price.
Absolutely! I discount the workshop price to $20 per person for bulk purchases and offer a volume bonus. Please email me ([email protected]) to set up the purchase.