​​​​​​​​​​​​​​​​​​​

 

 

Making the Client Interview Count On-Demand 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 the answers. Take this course 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 for your client.
  • 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

This course includes presentation slides and a video recording.






   

Presented by: Laura Strombom

eweb keepalive image