CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Turn Your 1040 Review Process into a Profit Center This Tax Season

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
Turn Your 1040 Review Process into a Profit Center This Tax Season

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Related Matters for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00360-20-O)

1 CE credit of California Taxation for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0363)

1 CPE credit of Maryland Tax Related Subjects for Maryland Tax Preparers (Approval No. GEHNZ-T-00360-20-O)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax Related Matters for Oregon Tax Preparers (Approval No. GEHNZ-T-00360-20-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

There is simply not enough time in a normal compressed tax season, and if 2020 was any indication, this tax season is going to be another challenging one for tax professionals and their team members.

We have an enormous opportunity to address an area of our workflow that has yet to be transformed- the 1040 review process- to deliver more productive and profitable outcomes to our practices.

In this session, we will explore how to re-think your 1040 review process this tax season to effectively develop the foundational “PPP” of your firm (PEOPLE, PROCESSES, and PRODUCT). Strategies shared in this session will drive 5 positive outcomes for your firm: 

  • Staff retention
  • Workflow
  • Increased time at the higher billing rate levels
  • Accuracy
  • No bottlenecks at final review

Learning Objectives

  • To identify the tasks of reviewers
  • To explore easy takeaways for preparers to do a higher quality 1040 tax return
  • To recognize how to empower reviewers to train preparers
  • To Implement an effective method to hold preparers responsible for the quality of what they do
  • To explore how reviewers should be trained to review returns

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

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(
    [average] => 4.0743
    [no_of_record] => 579
)
 

4.1

(579)
41%
35%
18%
4%
2%

KM

I love that this platform provides a simple and easy way to earn CPE credits in a variety of topics! The speakers are always very knowledgeable and make the presentations interesting to watch.

RT

very good

CG

Great speakers

KM

Reading the script could have been a bit smoother. It was a little hard to listen to. Looks like a great product though!

CK

great

WO

Excellent