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Introduction
4 ways to help clients prepare
5 steps to review e-file requirements and processes
4 ways to update engagement letter processes
3 must-do’s to review client acceptance and
continuance procedures
8 steps to prepare the firm for tax season
5 ways to help staff prepare for tax season
What to do now … before the big rush
Planning for the upcoming tax season is an important step in managing the professional liability risk associated with providing tax services. The following pre-tax season checklists provide many suggestions your firm should consider in planning for this work.
