Panel Discussion: Navigating Tax Season with the Perfect Toolkit

As tax season approaches, we understand the importance of having the right strategies and tools at your disposal to ensure a smooth and successful season. That's why we're excited to invite you to our upcoming panel discussion on the Tax Season Toolkit.

This panel of experts will address key questions and provide valuable insights into various aspects of tax season preparation, including:

1. How do you plan for tax season?
2. How do you take care of staff?
3. How do you set expectations with clients / price changes?
4. What are some best practices for handling new tax client onboarding?

Whether you're an industry veteran or new to tax season preparations, you'll find something valuable to take away from this event.

Cost Free

CPE Credits Available - 1

Subject Area/Field of Study: Personal Development - Leadership

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation Requirements: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparers