Tax pros have their own rituals for getting ready for tax season, including checking supplies, test-driving software, training staff, sending out organizers, and wrapping up year-end planning tips for their clients.
An upcoming online session from WebCPA reveals shortcuts, tips and best practices from one of the nation's leading tax experts, E. Martin Davidoff, CPA, Esq. It will occur on Wednesday, Dec. 5, at 2:00 p.m. EST, 11:00 a.m. PST.
Topics to be covered include: tax season logistics; developing a written plan; computers, equipment, software and supplies; e-filing considerations; establishing procedures; attracting and servicing clients; and more.
Roger Russell, senior tax editor of Accountants Media Group, will moderate the session. To register for this free session, click here. Then click on the Education Sessions icon.
Coming up on Dec. 12 is an online session on tax prep outsourcing, and on Dec. 19 a session on engagement products.
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