Our online Tax Pro Roundtables offer weekly Member-driven discussions to help you easily navigate the complexities of the tax season, including the extension deadlines.

In these moderated discussions, which are offered in a collegial and confidential setting, you'll walk away with valuable insights and solutions to your most challenging tax dilemmas.

We have two weekly choices to accommodate our Members:

Tuesdays at 5:00 pm, Pacific Wednesdays at Noon, Pacific
Start Date End Date Start Date End Date
September 5 October 17 January 27 Indefinite

You must log in and click the Join Now button to attend the roundtables and to add them to your calendar.

TAX PRO ROUNDTABLE EXTRA: 

The FTB Taxpayer Advocate has agreed to work directly with CSEA during filing season to get systemic issues addressed promptly.  Under this arrangement, members will submit their issues directly to Joyce Cheng, EA, Advocacy & Governance Manager at jcheng@csea.org, or through the facilitators of the Tax Pro Roundtables.  Ms. Cheng will review issues for systemic relevancy, then consolidate and submit them. Our goal is to get answers more quickly for members.  

Issues will be submitted based on these guidelines:

  • They involve FTB systems, policies, and procedures.
  • They protect taxpayer rights, reduce burden, ensure equitable treatment, or provide essential taxpayer services.
  • They are not unique to just one taxpayer!

If you need assistance with an unresolved FTB problem on a single tax return, TRAO may be able to help. Visit taxpayer advocate services for more information.