1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Date: January 13, 2025 & January 14, 2025
Time: 07:00 am - 03:00 pm
Cost: $500.00 to $570.00
Event Category: Taxes,Accounting,Business Tax,Ethics,Personal Tax
Phone: (503) 282-7247
Email: info@oaia.net
Live Streaming Webinar

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Terry Bakker
Graduated with a Bachelor of Science in Business Administration: Accounting from Portland State University. Passed all four parts of the CPA exam on the first sitting. Started into the tax arena working for her father, Larry O’Leary, has been committed to the tax preparation industry, education and promotion since. Terry became a Licensed Tax Preparer, then a Licensed Tax Consultant in 2002, and an Enrolled Agent in 2008. Terry was able to get her CPA license in 2018. She has over 27 years’ experience in the industry. Terry is a past president of OAIA.. Terry brings practical experience to the subject of Ethics, with suggestions for ensuring compliance with the plethora of rules that govern the industry.

2025 1040 Boot Camp Live Streaming Webinar

Event Description

1040 Boot Camp

Several years ago, TaxSpeaker's President, Bob Jennings began recognizing the lack of younger faces in live crownds around the country.  He attributed it to one major problem:  the failure of today's university accounting programs to properly educate students that 50% of the US economy is driven by small business while training students exclusively for "Big 4" employment as, essentially, taxpayer-funded Big 4 training programs.

Our solution was to develop a "1040 Boot Camp" to train non-traditional employees in how to prepare individual income tax returns as taught by actual small-firm owning, professional speaker tax professionals.  The first two national courses sold out within days in 2019, followed by two more large crowds in our second round of training in January, 2020.  Each speaker is a firm owner with at least 20 years experience who personally still prepare over 200 tax returns annually.

Designed for the staff person with 0-3 years of experience it provides hands-on training for non-traditional employees in preparing Forms 1040, A, B, C, D, E and depreciation.  Each day ends with a student's manually-prepared 1040, which is then explained individually (but not graded or picked up) by the professional instructors.  Attendees in 2021 commented that they were afraid of the case study but found it exhilaratingly useful, and that the training was incredibly and immediately useful.


Additional Information
Course Objective

Upon completion of this course, you will be able to properly prepare a simple 1040 return with a Schedule A, B, C, D, E and/or depreciation.

CPE Hours : 16
Level : Basic
Prerequisites : None
Field Of Study : Taxes

Price for members : $500.00
Price for nonmembers : $570.00