Turn Your 1040 Review Process Into A Profit Center This Tax Season

4.3 (165)

Pat Roberts, CPA

TaxExact, Inc.

  • AFSP
  • CPA
  • EA
  • Tax Professional
  • PFS
  • CTEC

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CPE credit of Maryland Tax Related Subjects for Maryland Tax Preparers

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax Related Matters for Oregon Tax Preparers

1 CE credit of Federal Tax Related Matters for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of California Taxation for California Tax Professionals (CTEC Approved - 6273)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.


  • The status of our Profession
    3 mins
  • Staff Retention
    10 mins
  • Accuracy
    18 mins
  • Tax Exact
    25 mins
  • Next steps
    41 mins

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 CPE webinar for CPAs, 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
  • 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
  • Trust & Estate Tax Professional
  • Young CPA







I loved it!


engaging speakers


The instructor was knowledgeable and gave me a lot to think about. His double check 1040 program would save time and give me peace of mind when finalizing a return.