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Practice Aids

Access free resources created by Brass Tax to help streamline your preparation process.

CA Adjustments 2024
Due Dilgence Worksheet 2024
Education Credit - Scholarship Allocations Worksheet
NET OPERATING LOSS WORKSHEET
ENERGY EFFICIENT HOME IMPROVEMENT CREDIT DESKTOP CARD
CLEAN VEHICLE CREDIT REFERENCE CARD
Update the Update for 2024 Returns PDF Book
Rentals Flowchart
Repairs or Improvements Flowchart
Fast Facts 2024
Vehicle Sale Worksheet 2024
Like-Kind Exchange Worksheet
Office In-Home Deductions Flowchart
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Cancellation & Refund Policy

We offer cancellations only prior to shipment, prior to download, and a minimum of 10 days before the scheduled service. In the event of a program change or cancellation, all registrants will be notified by email, phone, or mail and offered a full refund. We will investigate any and all concerns/complaints within 10 business days.

For those switching to the On-Demand version of a live seminar, a $20 processing fee will apply if the change is made at least 10 business days before the event, and the remaining price difference will be refunded. If the switch occurs within 10 business days of the event, no refund will be issued for the price difference.

For more information regarding administrative policies, such as complaint resolution, please email Education@BrassTax.com.

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