Introduction
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 firms should consider in planning for this work.

7 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
7 steps to prepare the firm for tax season
4 ways to help staff prepare for tax season
What to do now … before the big rush
5 data security concerns to address

3 items to memorialize in a control log to help avoid missed deadlines

4 things to remember when testing tax software

11 items to cover in a pre-tax season staff meeting

9 things that should be done for each client
2 ways to plan for deadlines and help avoid careless errors
2 keys to survival
What to do during busy tax season
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to speak with an AICPA Risk Advisor.Or visit cpai.com to review our insurance portfolio and risk mitigation resources.