The National Association of Tax Professionals

The National Association of Tax Professionals

Best Practices in the Tax Pro Office

  • Topic(s): All Sessions, Ethics
  • Presenter(s): Melinda Garvin EA, RTRP
  • Session#: 933-15
  • Session Length: 100 min
  • Program: NATP National Conference 2013
  • Date: Jul 8, 2013
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Best Practices in the Tax Pro Office - Details:

This term is used in Circular 230 - but do you know what it means to the IRS? What is your understanding of 'best practices'? This session will tackle safeguarding taxpayer data, our office procedures, conflicts of interest, disclosures, documentation, etc. Due diligence is a term in Circular 230 also, so let's take a 'look' at your office with these terms in mind and see how you measure up. What policies, procedures and best practices do you need to implement, add, brush up on, or improve on to comply with the IRS? It seems that too many practitioners are largely unaware that failure to comply with best practice rules almost always indicates a failure to comply with some other provision of Circular 230. Let's design your Tax Pro Office using best practices that will comply with Circular 230, enhance work flow, protect you from IRS penalties, deliver ethical service and protect your client information.