Adding an Effective Client Interview to your Workflow

This program focuses on enhancing client communication to improve the accuracy and compliance of tax return preparation. The course will highlight common pitfalls arising from insufficient communication, explore methods to streamline the client interview process, and provide tools for creating an elective interview questionnaire. Participants will learn how to evolve their processes in line with changing tax laws and client needs, ensuring that critical information is captured upfront. The program also emphasizes the importance of thorough documentation and client signatures to support defendable tax positions and due diligence under Circular 230 standards.

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*Self-Study recording not available for NASBA CPE credit.

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