Performing Effective Client Interviews On-Demand Webinar


Have you ever had clients who seem to have special circumstances for every financial situation? Your clients’ financial decisions throughout the year can affect your job as their trusted tax professional. In this practical webinar, learn about client interview tips to draw out all the needed information and see how the puzzle pieces all fit together. This will help you complete a full assessment of your client and how much time their return may require.


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

  • Describe 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
  • Identify potential pitfalls and the need to modify the current worksheet as needed

Course Details

This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.


Presented by: Jared Foos

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