Lunch & Learn

Lunch & Learn

Overview

Get practical tax answers from Dr. Evelyn D. Forte-Jones at the two-hour, in-person Lunch & Learn.

Lunch & Learn is an in-person event for professionals interested in practical tax guidance and networking.

Join Dynamic Customize Tax for a two-hour Lunch & Learn featuring guest speaker Dr. Evelyn D. Forte-Jones. Get practical answers to tax and money questions you’ve been putting off from a team with 18 years of experience inside the IRS and more than 20 years on the taxpayer’s side.

Topics we’ll cover

  • Personal tax prep: What belongs on your return and what gets missed.
  • Self-employed and 1099: Schedule C, mileage, quarterly estimates, and record-keeping.
  • IRS problems: Notices, liens, wage garnishment, and Offers in Compromise—including who really qualifies.
  • Business setup: Forming a Texas LLC, getting an EIN, and staying compliant.
  • Year-end planning: Moves to make before December 31 that can change your tax bill.
  • Open Q&A: Bring your questions and your IRS letters.

Good to know

Highlights

  • 2 hours
  • all ages
  • In person
  • Free parking

Refund Policy

Refunds up to 7 days before event

Location

Olive Garden Italian Restaurant

639 South Cockrell Hill Road

Duncanville, TX 75116

How do you want to get there?

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