Planning for the upcoming tax season is important in managing the professional liability risk associated with providing tax services. The following checklists provide many suggestions firms should consider when planning for this work.
Sneak peek into the eBook:
What to do now…
- 5 ways to help clients prepare
- 5 steps to review e-file requirements and processes
- 6 ways to update engagement letters
- 8 data security concerns
What to do during tax season…
- 4 steps to update the workflow management system to help avoid missed deadlines
- 4 things to remember when implementing new or updated tax software
- 9 items to review in a pre-tax season staff meeting
Don’t wait until it’s too late—download today!
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