Understanding Preseason Loans

Get crystal clear on how preseason loans work so you can offer them confidently and compliantly this tax season. The Understanding Preseason Loans presentation is designed for tax professionals who want to train themselves or their team on the ins and outs of this popular service.

What’s Included:
✔️ Comprehensive Training Slides – Easy-to-follow visuals breaking down how preseason loans work, who qualifies, and key compliance rules.
✔️ Process & Timing Overview – Understand every step from application to funding so you can guide your clients with ease.
✔️ Best Practices & Risk Management – Learn how to protect your business while maximizing client satisfaction.

Perfect for solo preparers or full tax office teams, this presentation ensures you know exactly how to explain, process, and manage preseason loans without the guesswork.

💖 Instant download
🖤 Use for self-training or team workshops