Practice Management

Exam Only
IRS Number: 5KBKR-T-00755-22-S

Available: 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

None

Field of Study

Business Management & Organization-0.00
Taxes-8.00

NASBA Categories

Business Management & Organization, Taxes

Course Level

Basic

Course 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.

Available Options

Webinar

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.

View Product

Seminar

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

View Product

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.

View Product

Ebook/DVD

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.

View Product

Manual/DVD

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.

View Product