Extracting Vital Information On-Demand Webinar


National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.

The client interview worksheet is a vital tool to a successfully completed tax return. A skilled tax professional will construct the client interview worksheet covering specific categories such as additional income, foreign income, educational credits and many more. This course will provide hands-on help to pattern and outline your own taxpayer interview worksheet that will save you time, money and protect you ethically.


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

  • Understand the communication with taxpayers and how it relates to the accuracy of their return.
  • Identify potential information that could be incomplete, inconsistent or incorrect.
  • Illustrate how a skilled tax professional extracts information using an effective interview worksheet.
  • Recognize potential pitfalls and the need to modify the current worksheet as needed.

Course Details

This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.


Presented by: Melinda Garvin and Jared Foos

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