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Year-End CE Pop-Ups | The Tax Bizz x Tax IQ Academy
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TAX IQ ACADEMYEDUCATE  |  EQUIP  |  ELEVATE
Audrey, Founder of Tax IQ Academy, at her desk
THE TAX BIZZ × TAX IQ ACADEMY

YEAR-END CE POP-UP

2026 Tax Law Updates + Due Diligence

FormatPrivate live team session
Training2 hours
CE2 IRS CE credits*
InstructorAudrey, Tax IQ Academy
Investment$1,100 / team
Availability10 teams only
PRIVATE SESSION · YOUR TEAM ONLY
THE TAX BIZZ  ×  TAX IQ ACADEMY

Year-End CEPop-Ups

Private Team Training. Real Tax Scenarios. IRS CE Credit.

Get your team ready before tax season gets here.

This isn't another webinar with 200 people on mute. Audrey and Tax IQ Academy will work directly with your team for two hours on the 2026 tax law changes, due diligence requirements, documentation issues and real-world scenarios they'll face at the desk.

2 HOURSPrivate live training
2 IRS CEEligible participants*
10 TEAMSAvailable for 2026

$1,100 flat rate per team — not per person.

TAX SEASON CHANGED.

Your Team's Training
Should Too.

The Tax Bizz has partnered with Tax IQ Academy to make professional tax education available directly inside our ecosystem.

As we close out 2026 and prepare for another filing season, we're opening something new: private CE Pop-Ups for individual tax offices and teams.

Instead of sending your preparers somewhere else for generic training, bring the training directly to your office. Your team gets Audrey for a private session focused on the issues that matter at the tax desk — what changed, what the IRS expects, what documentation should be in the file, and where preparers are most likely to get themselves and their office in trouble.

No competing offices. No giant webinar. Just your team.
Stronger preparers, a stronger season

What We're Covering

Practical training on the topics that matter most at the tax desk.

01

What Changed for 2026

Federal tax law updates your preparers need before filing season.

  • Major 2026 federal tax law changes
  • Updated credits, deductions and limitations
  • Filing-season changes affecting individual returns
  • What changed from the prior filing season
  • What preparers need to communicate differently to clients
02

Due Diligence at the Desk

Where knowing the rule isn't enough.

  • Form 8867 requirements
  • EITC, CTC/ACTC/ODC, AOTC and HOH due diligence
  • Knowledge requirement
  • When a client's story doesn't add up
  • Documentation and record retention
  • Red flags preparers shouldn't ignore
  • Questions preparers should be asking
  • Practical client scenarios
03

Okay Audrey, But What Would YOU Do?

Bring the situations your team is actually dealing with.

  • Live Q&A throughout the session
  • Real-world scenarios
  • Discussion within the approved program content
  • Practical solutions you can use during filing season
Audrey, Founder and CEO of Tax IQ Academy
YOUR INSTRUCTOR

Meet Audrey.

Founder & CEO, Tax IQ Academy

Audrey doesn't just teach tax theory — she works in the tax industry. As the founder of Tax IQ Academy, an IRS-approved continuing education provider, she develops and delivers professional education designed specifically for working tax professionals.

Her approach is practical: understand the law, understand what the IRS expects, and then understand what that actually looks like when a client is sitting across from you.

Through the partnership between The Tax Bizz and Tax IQ Academy, Tax Bizz teams now have direct access to that training inside their own ecosystem.

IRS-Approved CE Provider
Tax Professional
Course Developer
Industry Educator
Service Bureau Experience

What Your Team Leaves With

More than a training — practical tools your team can use.

2 hours of private instruction

This session belongs to your office.

Up to 2 IRS CE credits

For qualifying participants who meet attendance requirements.

2026 Tax Law Update Resource

A downloadable reference to keep at the desk.

Due Diligence Desk Guide

A practical reference for the filing season.

Certificate of Completion

Issued through Tax IQ Academy.

Real answers to your team's questions

Because sometimes the problem isn't the rule — it's how it applies to your client.

THIS IS A POP-UP FOR A REASON.

We're Only Opening
10 Team Sessions.

Tax season is approaching, and Audrey's training calendar is filling quickly. Rather than opening this to unlimited offices, The Tax Bizz and Tax IQ Academy are making 10 private team sessions available before year-end.

10 TOTAL TEAM SESSIONS

6 OF 10 SESSIONS REMAIN
CLAIM ONE OF THE 10  →

How It Works

Simple. Straightforward. Get your team trained.

1

Claim Your Team Session

Submit your office information and pay the $1,100 team fee.

→
2

Choose Your Date

Our team contacts you to select an available training date and time.

→
3

Register Your Preparers

We'll collect the information for each team member seeking CE credit, including their PTIN where applicable.

→
4

Show Up Together

Your team joins the private live training and completes required attendance verification.

→
5

We Handle the CE

Tax IQ Academy issues certificates and reports qualifying CE participation as required.

ONE TEAM. ONE FLAT PRICE.
$1,100

PRIVATE YEAR-END CE POP-UP

RESERVE OUR TEAM  →

Only 10 private team sessions available for 2026.

  • Private 2-hour team training
  • Up to 2 IRS CE credits per qualifying participant
  • Tax law updates
  • Due diligence training
  • Live scenarios + Q&A
  • Digital training resources
  • Certificates of completion
  • CE reporting through Tax IQ Academy
  • Up to 25 team members
Same team, higher standards
$1,100 TOTAL — NOT PER PERSON

Frequently Asked Questions

Is the $1,100 price per person? +
No. The $1,100 is a flat fee for your entire team, up to the maximum number of attendees allowed for the session.
Will everyone receive 2 IRS CE credits? +
Eligible tax professionals who provide a valid PTIN and meet all attendance and participation requirements, including answering all poll questions during the session, will receive 2 hours of IRS continuing education credit.
Is this training only for experienced tax preparers? +
Not at all. The session is designed for both newer and experienced preparers. We'll break down what changed for 2026, what your team needs to know going into filing season, and how those rules actually show up when preparing real returns.
Can my team ask questions during the training? +
Absolutely. That's one of the biggest reasons we made these sessions private. Your team will have an opportunity at the end of the training to ask questions.
Can I invite preparers who aren't under The Tax Bizz? +
These private CE Pop-Ups are being offered exclusively to teams within The Tax Bizz ecosystem. Your reserved session is intended for preparers affiliated with your office/team only.
Will the session be recorded? +
No. These are live, interactive CE sessions and are designed for your team to participate in real time. A recording will not be provided as a substitute for attendance.
What if someone misses part of the training? +
To receive CE credit, each participant must meet the required attendance and participation requirements. If a team member misses a required portion of the session or attendance verification, they may not qualify to receive CE credit.
How quickly will CEs be reported? +
Tax IQ Academy reports qualifying CE credits to the IRS every Wednesday after all attendance and participant information has been verified. Certificates of completion will also be issued following the session.
How do we schedule our private session? +
Once your team reserves a CE Pop-Up, our team will contact you to select from the remaining available dates and times. Because we are only accepting 10 teams for 2026, availability is first come, first served.
What does my team need before the training? +
Each attendee seeking IRS CE credit should have their current PTIN information available and must attend the live session from beginning to end while completing the required attendance checks.
What exactly will be covered? +
The session focuses on 2026 federal tax law updates and due diligence, including changes your preparers need to know for the upcoming filing season, Form 8867 requirements, documentation, knowledge requirements, common red flags, preparer responsibilities, and practical client scenarios.
10 TEAMS. THAT'S IT.

Don't Send Your Team Into Another Tax Season Guessing.

Get your preparers in the room. Let's talk about what changed, where the risks are, and what they need to do differently this filing season.

2 Hours
2 IRS CE
Private Team Training
CLAIM OUR TEAM'S CE POP-UP  →

Presented by The Tax Bizz in partnership with Tax IQ Academy, an IRS-approved continuing education provider.

© 2026 The Tax Bizz × Tax IQ Academy. All rights reserved.

*CE credit eligibility requires a valid PTIN and completion of all attendance and participation requirements.

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