What should you be looking for while reviewing a prospective client’s tax return?

This webinar will help you look at a prospective client’s prior year return from a 10 thousand foot view to spot common mistakes, planning opportunities as well as estimated pricing. It’s essential to understand your potential client better and avoid any headaches before the engagement begins. 

Learning Objectives: 

• List everything you need to review when getting a new client


• Recognize how to catch common mistakes


• Identify questions tax preparers should ask new clients


• Arrange additional services to offer clients, such as amending prior year returns