Preparations, Compilations & Review

IRS Number: Pending

Registration Information:

Sponsor: Maryland Society of Accounting and Tax Professionals, Inc
Phone: 1-800-922-9672

Product Description

Updated through and including SSARS 25, this course and manual is written and taught by actual practitioners. With dozens of example report letters, engagement letters, client letters and unofficial checklists, this course has been described by attendees as the most useful accounting course they have ever attended. The instructors begin with a rapid review of the latest SSARS and alerts and then discuss the requirements for prepared financial statements, including disclaimers and engagement letter example. The course then moves into in-depth review of the requirements for compilations, again with engagement letters and example report letters. The instructors also discuss real-life implementation of tax basis reporting under the SPRF requirements. The course concludes with practical real-life review reporting requirements, engagement letters and report letters.

Attendee Requirements

Call society/sponsor for location and hotel information as needed.

Location Details


Princess Royale
9100 Coastal Highway
Ocean City, MD 21842



Field of Study




NASBA Categories


Course Level


Course Objectives

This class should enable the student to issue SSARS 25 compliant financial reports for prepared, compiled and reviewed financial statements. Written by a 40+ year practitioner the course provides example report and engagement letters as well as various checklists for immediate, practical use.

Available Options


A scheduled, online course viewable on any computer or device with Zoom access; suitable for single person use. Webinars include: online course, eBook download, & PDF of PowerPoint slides. CPE credit will be issued based on log in time and percentage of polling questions answered.

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A live event to be attended in person. Seminars include: printed book, eBook download, PDF of PowerPoint slides, light breakfast, lunch, & CPE credit.

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Self Study Options

On Demand

An online, previously recorded course viewed at your convenience. The course is added to your TaxSpeaker account for instant access and includes: eBook, PDF of PowerPoint slides, downloadable course video, & (1) exam required for CPE credits.

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A digital, downloadable PDF course manual & DVD package which includes: digital manual, DVD of course presentation, PDF of PowerPoint slides & (1) exam required for CPE credit. The DVD will be shipped to you and the manual/slides will be added to your TaxSpeaker account to download at your convenience.

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A physical, printed copy of our course manual and a course DVD. Included is: manual, DVD, PDF of PowerPoint slides, & (1) Exam required for CPE credit. The manual and DVD will be shipped to you; the slides will be added to your TaxSpeaker account to download at your convenience.

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A printed, physical course manual. (1) exam required for CPE credit

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Speaker Details

Bob Jennings CPA, EA Bob Jennings CPA, EA
Bill Leonard CPA, MAFF, CGMA Bill Leonard CPA, MAFF, CGMA


All policies and registration and fees are established by society/sponsor.