As we move through tax season, we want you to feel confident (not overwhelmed) when 
reviewing your tax return.

To support this, we’re hosting a live Zoom session designed to walk through the 
basics of Form 1040, so you understand exactly what you’re reviewing when your draft 
return is sent for approval.

The session will cover:

• The purpose of Form 1040 and how it fits into your overall tax return
• A detailed walkthrough of the key sections (income, adjustments, credits, and taxes)
• How to read totals, balances due, or refunds with confidence
• What to focus on during your draft reviews
• Common questions we receive during the approval stage

This session is educational in nature and intended to help you review your draft return 
more efficiently and with greater clarity.

Zoom Session Details:
📅 Date: Wednesday, February 25, 2026
⏰ Time: 12pm to 1pm CT
📍 Location: Zoom (link will be provided upon registration)

Attendance is optional but highly encouraged and especially if this is your first year 
working with us or if your tax situation has changed.

If you’re unable to attend live, a replay will be made available.

We look forward to helping you feel informed, empowered, and confident throughout the 
filing process.