Swift Financial Partners

Swift Financial Partners

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06/03/2026

You're not short on information. You're drowning in it.
One preparer swears by Drake. Another won't touch anything but Pro Series. Someone's selling a $2,997 course. None of it adds up to a plan — and every season you wait is another year of leaving money on the table.
On Saturday, June 27, we're fixing that in one day.
The Start & Grow A Tax Business Master Class — Houston is a live, hands-on session for new and existing tax preparers. Six modules covering EFIN & compliance, software & bank products, marketing, pricing, operations, and scaling to multi-office. Built from 15+ years of training 275+ tax offices.
📍 Marriott Westchase, Houston
🗓 June 27, 9 AM – 2 PM CT
🎟 $99 — lunch, workbook, and all materials included
🪑 Only 60 seats (and they're going)
Walk in with questions. Walk out with a plan for TY26.
Reserve your seat 👉 https://www.houstontaxpros.swiftfp.com/

05/27/2026

🚨 HOUSTON TAX PROS 🚨

Start & Grow a Tax Business — one Saturday master class. Before TY26.

✅ 5 hours of training
✅ 6 modules — start to scale
✅ Workbook included
✅ Lunch included
✅ Only 60 seats

📅 Sat, June 27
⏰ 9 AM – 2 PM CT
📍 Houston, TX
💵 $99 all-inclusive

Whether you're launching your first office or trying to grow past where you've been stuck — this is the room.

Grab your seat 👉 https://www.houstontaxpros.swiftfp.com/

01/30/2026

The IRS has released final instructions for Form 4547, introducing Trump Accounts, a new IRA-type account created for children under 18.
This form allows an authorized adult to open the account and, for eligible children, request a $1,000 pilot program contribution from the U.S. Treasury. These accounts follow special growth-period rules, separate contribution limits, and strict eligibility requirements.
Contributions cannot begin before July 4, 2026, and online elections are expected to launch mid-2026.
This is one of the most important new family-focused tax developments in years, and understanding it early matters.
Learn More:
https://swiftfp.com/the-1000-child-ira-credit-every-tax-pro-needs-to-know-in-2026/

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Address


1014 Parsons Avenue
Columbus, OH
43206

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 5pm