Tax Pro Academy, LLC Administrative Policies For CPE Credit

Course Completion Timeframe

Students have one year from the date a course is started to complete the course.

Record Retention

Tax Pro Academy, LLC will maintain records for a minimum of five years. These records shall include:

Course taken
Instructor’s name, credentials, and contact information
Course author’s name, credentials, and contact information
Hours granted
Date completed
Location of seminar
Name of studentCopies of sign in sheets
Address and contact information for student

Evaluation forms Records will also be retained regarding the quality testing of all programs. Pilot tests of all courses will be maintained as well as any updates to the programs.

Refund Policy

Full refunds will be granted if the student requests a refund at least 7days before the seminar. No refunds will be granted if requested less than 7 days before the seminar, but students may transfer their registration to another seminar date and location of the same program at no extra charge.

Program Cancellation

If a program is cancelled for any reason, the student will be notified immediately by email and a full refund will be issued.

Complaint Resolution Policy

Student complaints will be documented and resolved in a timely manner. The student will be asked to document in an email that they are satisfied with the response to the complaint. These records will be kept for a minimum of five years. Complaints can be communicated to Dan Henn at Tax Pro Academy, LLC, through email, mail, or over the phone:

support@taxresolutionacademy.com

Tax Pro Academy, LLC

P.O. Box 561107

Rockledge, FL 32956

(321) 334-2484

Group Live Attendance Monitoring Policy

In accordance with IRS standards, several State Boards of Accountancy, and NASBA standards, Tax Pro Academy, LLC monitors CPA attendance at Group Live CPE events as follows:
All attendees will be required to sign in and sign out of the classroom whenever they enter or leave, with the exception of scheduled breaks.
Attendees will sign in and out by indicating the time and providing a signature.
A Tax Pro Academy, LLC staff member will physically monitor the sign in/out sheet, and make note of any absences, late arrivals, or late returns from breaks against the event registration list.
Prior to issuance of any Certificate of Completion, attendee CPE hours will be adjusted to reflect actual attendance in .5 CPE credit hour increments.
Attendees must attend at least 50 minutes of any program designed as a 1.5 CPE hour or longer course in order to receive the minimum 1 CPE hour of credit.
Attendees that fail to properly attend the full 50 minutes of a 1 CPE hour course will not be granted any course credit.
Sign in sheets and adjustment logs will be maintained for a period of at least 5 years.

Group Live Attendance Monitoring Policy

In accordance with IRS standards, several State Boards of Accountancy, and NASBA standards, Tax Pro Academy, LLC monitors CPA attendance at Group Internet Based CPE events as follows:

All attendees will be required to register with their full name and email address. A unique access link to join the Group Internet session will be emailed to the registered email address, and this link must be used to access the training session.

Based on this unique access link, actual time of attendance will be tracked by the online system to ensure that attendees stay logged in for the necessary amount of time to receive CPE credit.

In addition, polling questions will be displayed periodically throughout the session, at a minimum rate of 3 polls per CPE hour, or 2 per half CPE hour.

Attendees must respond to these minimum polling questions in order to receive credit. Attendees that do not respond to the polling questions or do not remain logged in for the required amount of time will not be award CPE credit.

Course Update Policy

Live seminars are continuously updated to incorporate new tax laws, revenue procedures, IRM updates, tax court rulings, new auditing or accounting standards, and other technical updates. All courses will be updated at least annually