COURSE INTRODUCTION
MODULE 1 - BECOMING A REGISTERED TAX PREPARER WITH THE IRS
MODULE 2 - CUSTOMER SERVICE & ETHICS FOR A TAX PREPARER
-
Customer Service in the Tax industry
-
Circular 230 - Professional Responsibility and Ethical Obligations of a Tax Preparer (3:25)
-
Who Can Practice Before the IRS? (11:37)
-
Due Diligence & Record Keeping (13:55)
-
Office of Professional Responsibility
-
The Interview Process & Client Intake Form
-
Important IRS Tax Dates
-
Test Your Knowledge!
