📚✏️💻✨ FRESH START PRO ✨💻✏️📚 🎉‼️ MID-WEEK TAX KNOWLEDGE BOOST! ‼️🎉 👩🏽‍💻👨🏽‍💻🤝 GOOD MORNING, TAX PROFESSIONALS! 🤝👩🏽‍💻👨🏽‍💻 💙💛 WEDNESDAY WISDOM 💛💙 💬 "The preparer who takes time to learn what others overlook today becomes the professional clients trust tomorrow!" 💬 ✨ • 📚 • ✏️ • 💻 • 📚 • ✏️ • ✨ 🚨📖 DID YOU KNOW? TAX KNOWLEDGE OF THE WEEK! 📖🚨 💡 TOPIC: THE DIFFERENCE BETWEEN A TAX DEPENDENT AND A QUALIFYING CHILD FOR TAX CREDITS! Tax professionals, here's something important to understand! ‼️ Just because a taxpayer can claim someone as a dependent does NOT automatically mean they qualify for every child-related tax credit! 📌 HERE'S WHAT YOU NEED TO KNOW: ✅ Child Tax Credit (CTC): A qualifying child generally must be under age 17 at the end of the tax year and meet additional requirements. ✅ Credit for Other Dependents (ODC): Some dependents who do not qualify for the Child Tax Credit may qualify for this credit instead. ✅ Earned Income Tax Credit (EITC): A qualifying child generally must meet relationship, age, residency, and other applicable requirements. The rules are not identical to the Child Tax Credit rules! ✅ Head of Household (HOH): Having a dependent does not automatically qualify someone for Head of Household filing status. Household costs, marital status, and qualifying-person rules must also be reviewed. 🚨 PREPARER REMINDER! 📝 Never assume that because a child appears on a tax return, every child-related credit applies! 🔍 Ask the right questions. 📂 Review supporting documentation. 💻 Apply the correct IRS rules for each benefit. 📚 Document your due diligence! ✨ • 💙 • 💛 • ✨ • 💙 • 💛 • ✨ 🎯 MID-WEEK TEAM CHALLENGE! 👩🏽‍🏫 Before the week ends, challenge yourself to explain the difference between: 📘 A dependent 📗 A qualifying child for EITC 📙 A qualifying child for CTC 📕 A qualifying person for HOH If you can confidently explain the differences, you're strengthening your skills as a tax professional! 💥 REMEMBER, TEAM! 💥 💬 "Don't just learn how to enter numbers into tax software. Learn WHY those numbers belong there. Software processes the return, but KNOWLEDGE builds the professional!" 💬

📚✏️💻 FRESH START PRO 💻✏️📚 ❤️ TEAM UPDATES & REFERRAL REMINDERS ❤️ 🌟 GOOD EVENING, TEAM! 🌟 First, I want to thank everyone who has been referring potential new team members to Fresh Start Pro! Your efforts, support, and dedication to helping our team grow are truly appreciated! ❤️🤝 📞 REFERRAL STATUS UPDATE I have personally reached out to everyone who was referred. ✅ For those who did not answer, I left both a voicemail and a text message. ✅ For those who answered, I explained the program, discussed the opportunities, and sent over the necessary documents. ✅ We are now waiting for those individuals to complete and return their paperwork and schedule their training sessions. 💰 REFERRAL FEE PAYOUTS Referral fees will be paid once the referred individual has: 📄 Completed and returned the required documents. 📚 Scheduled their training sessions. 💻 ⚠️ IMPORTANT REFERRAL POLICY Team, please be mindful of WHO you are referring! We want individuals who are: ✏️ Serious about learning tax preparation. 📚 Willing to attend and participate in training. 💻 Interested in starting or growing their own tax preparation business. ❤️ Committed to making a genuine effort. Please do not refer individuals simply to collect a referral fee. That is not how our referral program works. If a referred individual fails to attend training session or does not participate in tax preparation, any referral fee already paid will be subject to deduction from future tax preparation fees, in accordance with our referral agreement. 💡 REMEMBER: IT'S ABOUT EFFORT, NOT NUMBERS! A new team member does not have to prepare 20, 50, or 100 tax returns to prove they are serious. Even if they prepare JUST ONE CLIENT'S TAX RETURN, that demonstrates initiative, effort, and a willingness to learn! We understand that everyone starts somewhere. What matters most is that they are genuinely invested in the opportunity and willing to put forth the effort. 🤝 LET'S CONTINUE BUILDING TOGETHER! Keep those referrals coming! Let's continue growing our team, creating opportunities, helping others start their businesses, and making money together! 💰💚

📚✏️ TAX PREPARER KNOWLEDGE CORNER ✏️📚 FRESH START PRO 🧾 A PAYMENT IS PROOF MONEY WAS SPENT—BUT DOES IT SUPPORT A DEDUCTION? A bank statement may show where a client spent money without explaining what they purchased or how it relates to their business. 🔎 Before entering a business expense, ask: ✏️ What was purchased? ✏️ How was it used in the business? ✏️ Was any part for personal use? ✏️ What records support the amount and business purpose? 📖 Example: A $200 store purchase could include business supplies AND personal groceries. Don’t automatically deduct the entire transaction. 💡 Today’s practice: Pick one sample expense and explain what documentation you would request before reporting it. 📚 Strong preparation starts with understanding the numbers—not just entering them. ✏️

📚✨ MONDAY ✨📚 Good morning, team! Don’t let what you haven’t mastered make you overlook what you’re learning. This week, turn one “I don’t know how” into “Let me practice.” Ask the question. Open the lesson. Give yourself a chance to get better. Your next client will benefit from what you learn today. 📝💛

📚💻 IMPORTANT: TRAINING DEADLINE REMINDER ✏️❤️ Hello, Fresh Start Pro business partners and team members! Our training period began October 15 and ends November 30. If you have not completed your training, please schedule and attend your sessions before the deadline. 🚨 PLEASE READ CAREFULLY For everyone already enrolled in the platform as of October 22, Fresh Start Pro WILL NOT provide additional in-office, off-site, Zoom, or other virtual training after November 30. After this deadline, scheduled training will be available ONLY to new trainees. Current team members WILL NOT have additional Zoom or in-office training available again until the 2028 tax season. 📅 TAKE ADVANTAGE OF THE TIME AVAILABLE NOW Fresh Start Pro has dedicated substantial time and availability to training, answering questions, and helping each team member prepare. It is each team member’s responsibility to put forth the effort to schedule, attend, and complete the available training. We must also honor other training commitments and respect everyone’s time. Waiting until after the deadline to request an individual session WILL NOT gappen. WILL NOT create an exception to this policy. 💬 MENTORSHIP AND QUESTIONS WILL STILL BE SUPPORTED After November 30, current team members will continue to receive mentorship through the Skool platform. You may: 📚 Post questions in Skool. 📱 Send questions by text. ❤️ Receive guidance and support to help you succeed. This ongoing support WILL NOT include additional scheduled Zoom, virtual, off-site, or in-office training sessions for current team members. 💻 Please schedule your training now, come prepared with your questions, and use the opportunities available before November 30. Thank you for being valued business partners and team members. We appreciate your effort, cooperation, and understanding! ❤️ Respectfully, Fresh Start Pro 📞 Customer Service: 800-718-3121