CPAacademy.org | HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION

Content Provider

Self-Study CPE

NAVIGATING TAX REPRESENTATION: FROM POWER OF ATTORNEY TO IRS TRANSCRIPTS
View Details/Register

WORLD OF EMPLOYEE FRINGE BENEFITS
View Details/Register

PROTECTING YOUR BUSINESS AND YOUR FAMILY
View Details/Register

PAYROLL ISSUES INCLUDING A SNEAK PEEK AT W-2s VERSUS 1099
View Details/Register

THE IRS's RENEWED INTEREST IN TAX FRAUD: AN UPDATE FOR TAX PROFESSIONALS
View Details/Register

A PRIMER ON THE IRS's STREAMLINED FILING COMPLIANCE PROCEDURES
View Details/Register

COMMON IRS PENALTIES AND DEFENSES: WHAT YOU NEED TO KNOW NOW
View Details/Register

IRS PRESENTING: NAVIGATING DECEDENTS TAX MATTERS - FORMS AND DEADLINES
View Details/Register

IRS PRESENTING: CIRCULAR 230 - INSIDE THE LINES IN TAX ENGAGEMENT LIFECYCLE
View Details/Register

IRS PRESENTING: QUALIFIED EDUCATIONAL ASSISTANCE PROGRAMS
View Details/Register

How To Talk to Your Clients About Tax Preparation Outsourcing and 7216 Consent

Taxes

HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT

Available Date(s)

Wednesday, July 10, 2024: 2:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Course Description

Offshore outsourcing enables tax practices to prepare more 1040 returns at a reasonable price without adding staff. However, the anxiety of 7216 client consent prevents many firms from seeking third-party help. This webinar provides practical tips on how to navigate the outsourcing conversation with your clients and explains why 7216 consent shouldn’t deter you from getting busy season relief.

Learning Objectives:

Define Section 7216 and why it’s important

List which types of tax services require 7216 consent and which don’t

Identify best practices for communicating outsourced services to clients and maximizing approval

Determine how outsourcing helps resolve staffing shortages and workload compression

Give examples from a SurePrep customer about their 7216 consent procedure

Pete Miele

SurePrep
Vice President of Sales
pete.miele@sureprep.com
(800) 805-8582 x3

Pete is a results-driven business development leader with over 13 years of experience as a business consultant and sales and marketing professional. He has proven achievements in providing consulting services, recommending software solutions, and identifying outsourcing opportunities. Pete has shown repeated success in marketing and sales strategy development and implementation.

He has assisted in the growth of top-line revenue, bottom-line profits, and market share while delivering quality customer service by leveraging strong communication skills to build trust with decision-makers, forge strong partnerships, resolve concerns, and close business. He has an exceptional record of migrating initial engagements to business relationships.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. For more information visit www.sureprep.com.