Practice Management
On DemandAvailable: 04/09/2024
Product Description
The ever-increasing emphasis on taxpayer security requires that a tax professional office be run with efficient practices for operations, confidentiality, employee compliance with security standards and office policies and procedures. This course provides a hands-on operating manual to meet and exceed taxpayer confidentiality and security requirements by providing efficient operating systems, letters, policies and checklists as well as technical guidance for accuracy in tax preparation and the firm’s day-to-day operations.
Published in 2022
Prerequisites
NoneField of Study
Business Management & Organization-0.00Taxes-8.00
NASBA Categories
Business Management & Organization, TaxesCourse Level
BasicCourse Objectives
This course is designed to guide the small firm of fewer than 50 employees through the myriad compliance rules of practice, to help the firm become more efficient, secure and yes, profitable. The course provides dozens of firm analyses points and guides and checklists, clear analyses tools, methods of improving operational efficiency and quality and clear guides on operating systems. It shows how to improve individual and firm profitability, how to determine and increase fee structures, analyze operational and security shortcomings and deal with employees for hiring, employment and compliance concerns. The course concludes with a free extra bonus-our Exit Strategies guide for selling, buying, merging, adding a partner and IRS and AICPA confidentiality requirements.
Disclaimer
This course must be completed by 12/31/25 in order for it to qualify for IRS credit.