Lunch & Learn

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.