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

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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, October 23, 2024: 3:00PM 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

Thomson Reuters
Vice President of Sales
[email protected]

Peter Miele is a Vice President of Sales for Thomson Reuters. Pete is responsible for leading sales and business development activities within the tax workflow large firm segment. Previously, Pete spent twelve years as the Vice President of Sales for SurePrep. Pete combines comprehensive tax & accounting, paperless workflow and sales knowledge, along with the ability to communicate effectively across all levels of customer management. Prior to his time with Thomson Reuters and SurePrep, Pete was a Tax Manager with the accounting firm Deloitte, where he gained nearly a decade of tax and accounting experience. Pete earned a bachelor's degree in accounting from Seton Hall University in 1998.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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Handout Materials

Presentation Slides

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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.