Webcast: Quality Control in a CPA Tax Practice: Overview of Circular 230

Ever-increasing competition is a hard, cold reality for today's tax practitioner. Establishing an integrated quality control system by improving processes, resources and procedures is critical to business survival in today's challenging marketplace. Learn how to reduce inefficiencies, streamline workflow, improve customer service, ensure compliance with professional standards and ultimately give yourself a competitive edge by using quality control best practices, forms, checklists and more.

Recent changes to IRS Circular 230 require all tax professionals and firms, regardless of size, to have policies and procedures in place to ensure compliance with the conduct standards of the Circular 230. Consequently, those changes effectively serve as a mandate for firms to implement appropriate written quality control procedures that demonstrate compliance with Circular 230 requirements. This course provides guidance on how to structure and implement the necessary policies and procedures.