Top Tips to Avoid Preparer Penalties (v23) – Video Self Study Course

Course Description

Top Ten Tips to Avoid Preparer Penalties is a course that will explore tax preparation rules for prepares. This course will discuss when you are considered a preparer by the IRS and are subject to the rules for tax preparers. This course will discuss the importance for documenting your steps when preparing taxes for clients.

NOTE - This is a Video Self-Study Course

Learning Objectives

Upon successful completion of this course participant should be able to be complete the following objectives:

• Recognize when they are considered a preparer by the IRS.
• Recognize the rules for tax preparers.
• Recognize how to fight penalties that are assessed by the IRS.
• Recognize the dangers of taking on risky clients.
• Recognize the practice standards defined in the TIGA report.

CPE Credits: 3 CPE for CPAs

Level: Basic

Instructional Method: Self-Study

NASBA Field of Study: Taxes

Program Prerequisites: None

Advanced Preparation: None

Revision Date: March 20, 2023