Frequently asked questions
Looking for answers? You've come to the right place.
What are the payment methods?
We accept all major credit cards for payment for our events. If you need to be billed for multiple registrations from a single firm, please click here. If you need to pay by check, call the admin office at (800) 771-1784
How do I get a hard copy of the Federal Tax Workbook?
All attendees for our Seminar (live in-person) events will receive a hard copy of the workbook as part of your registration fee. Individuals who register for the Webinars receive a digital copy of the workbook as part of their registration. If you want a hard copy of the workbook it is available for an additional fee by contacting us here.
How do I get access to the digital materials on your website?
All of our workbooks and presentation materials are available on our website to all current attendees. This information is provided during the event presentations. If you can't find the access information please contact us here.
PTI Disclaimer
All Professional Tax Institutes, Inc. materials have been prepared from research and analysis the authors believe to be factual and authoritative. Interpretation of Code, Tax Regulations, and Tax Cases can produce varying conclusions when applied to actual facts and circumstances. No assurance is given by Professional Tax Institutes, Inc. that the subject matter is all-inclusive and authoritative. Information published and presented should only be relied upon as a reference source and not a replacement for independent research. Because of the comprehensive nature of tax regulations, expert advice should be secured when addressing technical issues. We recommend that users of material presented at a Professional Tax Institutes, Inc. conference secure additional research when resolving any tax matter.
Refund & Privacy
Refund Policy
Cancellations 30 days or more in advance will receive a refund of 75%.
Cancellations 10 – 30 days prior to the conference will receive a refund of 50%.
Cancellations less than 10 days prior to the conference will receive a refund of 25%.
Privacy Policy
Any electronic mail messages and any attached files are confidential. The information is exclusively for the use of the individual or entity intended as the recipient. If you are not the intended recipient, any use, copying, printing, reviewing, retention, disclosure, distribution or forwarding of the message or any attached file is not authorized and is strictly prohibited. If you have received any electronic mail message in error, please advise the sender by reply electronic mail immediately and permanently delete the original transmission, any attachments and any copies of this message from your computer system. Thank you.
Copyright
Copyright 2008-2024 by
• Professional Tax Institutes, Inc.
• PO Box 77
• Clay Center, KS 67432
• 785-777-2557
All rights reserved.
Copyright is not claimed on any subject matter obtained from governmental sources and IRS Publications. These are shared for convenience.