Tax Season Operations Prep - Policies, Procedures, and Boundaries

Step into the next tax season with a plan for more peace. In this session, we will provide you with a game plan for planning, creating, and holding important boundaries in your practice operations.

Join Jamie Gruol, MBA, as she shares with you a step-by-step plan for mapping out the important Policies and Procedures and how to Prep for your busy season so that you can enter January with the confidence that your clients will be informed and prepared to deliver you their documents to make for a more peaceful April.

We will discuss Client Deadline Planning, Communications, Return Status Tracking, and the ever-important Client follow-up plan.

This webinar is included in Tax Practice Pro's "Getting the Tax Office Ready 2024" webinar series or as a stand alone webinar. View the complete series by clicking
the following link: https://www.bigmarker.com/series/getting-the-tax-office-ready3/series_summit

As always, our best deal is to become a monthly subscriber" https://taxpracticepro.com/become-a-subscriber

This webinar qualifies for 1 NASBA CPE Field of Study Credit in Management Services.

No IRS CE Offered.