Enhance Your Tax Preparation Skills
Boost your expertise and ensure compliance with our all-inclusive Due Diligence Tax Training Program. Perfect for both experienced professionals and beginners, this course provides the essential knowledge to avoid penalties and deliver superior service.
 
Key Features:
In-Depth Curriculum: Learn the essentials of due diligence in tax preparation, from legal responsibilities to client interviews.
Regulatory Framework: Understand key IRS regulations and compliance requirements under IRC Section 6695(g).
Effective Documentation: Master best practices for maintaining accurate records and substantiating tax returns.
Client Interaction: Develop techniques for thorough client interviews and effective use of questionnaires.
Focus on Tax Credits: Get detailed guidance on EITC, CTC, ACTC, and AOTC compliance.
Technology Integration: Use the latest tax software and digital tools to streamline your processes.
Ethical Standards: Uphold high ethical standards and stay current with tax law changes.
Interactive Learning: Engage with case studies, practical exercises, and interactive scenarios.
Communication Skills: Improve your ability to explain due diligence requirements to clients.