Reverse Engineer Your Tax Practice and Reclaim Your Life

Stop allowing the client to define your tax practice, and start putting yourself and your employees first. We will break down the tax practice into the needs and obligations of the owner(s), its employee and clients to better align management priorities in a manner to reduce workplace stress and workload while increasing staff retention and profitability.

Learning Objectives:

• Identify the needs of the owner(s), employees and clients of the tax practice.
• Define the type of tax practice to identify appropriate services and clients aligned with that model.
• Recognize the requirements of tax practitioners defined by the AICPA Code of Conduct as well IRS Circular 230.
• Determine the type of services and clients outside the tax practice’s needs, model and obligations.
• Apply steps to improve owner, employee and client satisfaction.

Delivery Method: Group Internet

Course Level: Basic

Field of Study: BMO

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).

NASBA Approved. Sponsor # 103021.

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