Quality Control In A CPA Tax Practice: Circular 230 Changes

The start date for this course has passed. Registration is no longer available.

This course is 4.00 credits
Field of Study
Tax
Course Level
Basic
Vendor
California Society of CPAs

Registration Fees

MSCPA-AICPA Member
$120.00
MSCPA Member
$120.00
AICPA Member
$188.00
Non-Member
$188.00
Return to Webinars List

Monday, Oct 21, 2019
3:30pm – 7:00pm

Recent changes to IRS Circular 230 require all tax professionals and firms, regardless of size, to have policies and procedures in place to ensure compliance with the standards. Examine the necessary steps.

Learn how to reduce inefficiencies, streamline workflow, improve customer service, ensure compliance with professional standards and ultimately give yourself a competitive edge by using quality control best practices, forms, checklists and more.

Designed For

CPAs and tax professionals.

Course Objectives

  • Determine appropriate quality controls for your tax practice.
  • Outline ways to utilize your time and resources more efficiently through standardized procedures.
  • Identify sources of quality control aids and resources for your firm.
  • Recognize how to monitor your integrated quality control system.

Major Subjects

  • Quality control system: Elements, objectives, reviewing and monitoring
  • Resources
  • Implementation best practices

Prerequisites

None.

The start date for this course has passed. Registration is no longer available.