Venue

Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
Tel: 1-407-313-4300


Sponsorship & Exhibit Opportunities

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Jack Lynch at (212) 803-8803


Monday, October 21, 2013

4:45 p.m. - 5:35 p.m.
Track: Tax View Track

TAX OFFICE OPERATIONS (T)

Chuck McCabe CEO, PEOPLES INCOME TAX & THE INCOME TAX SCHOOL

Growing a successful tax business requires a systematic approach -- including written policies and procedures to keep the practice in line. This session will show you how to create those policies and procedures, offering best practices for client service and problem resolution, pricing and checking tax returns, payments, deposits, and daily reporting, employment agreements, IRS due diligence, and much more.

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