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Making the Client Interview Count Webinar

Summary

As tax professionals, our obligations to our clients are more than just entering numbers in tax software. We provide value to our clients by knowing what questions to ask, and the ramifications of their answers. Take this webinar to learn valuable interview skills and leave with client forms to help you standardize your intake and due diligence, and ask the vital questions to get the best result for your clients.

Objectives

Upon completion of this course, you will be able to:

  • Ask questions to provide the best tax result allowed under the tax code.
  • Interview clients to meet due diligence requirements for clients and tax professionals.
  • Plan with clients to maximize their tax benefits in future years.

Course Details

Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.






   

Presented by: Laura Strombom, EA, MBA, NTPI Fellow

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