Tax Forms Genius TM Workshop

Date: March 26th at 12PM Eastern

Build Your Own IRS Answer Assistant

No Tax on Tips & Overtime Edition

Stop digging through IRS instructions. Build a tool that does it for you.

March 26th: 12PM Eastern

What You'll Learn:

  • An overview about the no tax on tips and overtime provisions

  • How to use NotebookLM to build your own AI-powered Answer Assistant

  • How to load it with the right IRS source documents so it gives you accurate, reliable answers

  • How to test it with real client scenarios

  • How to maintain and update it as new IRS guidance comes out

What You Get:

  • Step-by-step 90 minute session to build during the workshop

  • Your own working IRS Answer Assistant ready to use the same day

  • IRS forms, instructions, and guidance documents pre-selected and ready to load

  • Prompts you can use right away to get the most out of your tool

  • Replay access to the workshop

🎁Bonus Trump Account Assistant

  • Quick Overview of Trump Accounts

  • How to build a Trump Account notebook using the exact same method

  • IRS source documents to load

  • Key prompts to get you started

Regular Price: $97

$47

Join other tax pros that are successfully using smarter tools to stay ahead this tax season.

$47 until the workshop starts, $97 after the live session starts

Live Workshop Starts in:

Do I need to know anything about AI to attend?

This workshop is designed for all levels, whether you've never used AI tools before or you're already experimenting. We start from the beginning and build everything step by step together.

What if I can't attend live?

No problem, a replay will be available so you can watch at your own pace and build your assistant on your own time. You'll have full access to everything covered in the session.

Can I register for the replay only?

Absolutely, I get it, it's tax season for me too! Register now at the $47 price and the replay will be available for you to watch on your own time. Just don't wait too long since the price goes up to $97 once the live session starts.

Do I need any special AI tools for the session?

The only thing you will need is a google account. We'll use the free version of NotebookLM to build your AI assistant.

Is this just for tips and overtime or will it work for other tax topics?

Once you know how to build it you can use the exact same method for any IRS form or tax topic you work with. The skill is transferable.

What if I have questions before I register?

Email us anytime at [email protected] and we'll get back to you quickly.

Have specific questions first?

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