Recent changes to IRS Circular 230 require all tax professionals and firms, regardless of size, to have policies and procedures in place to ensure compliance with the standards. Examine the necessary steps. Learn to reduce inefficiencies, streamline workflow, improve customer service, ensure compliance with professional standards and ultimately give yourself a competitive edge by using quality control best practices, forms, checklists and more.
Quality control system: Elements, objectives, reviewing and monitoring, Resources, Implementation best practices.
CPAs and tax professionals
Determine appropriate quality controls for your tax practice. Outline ways to utilize your time and resources more efficiently through standardized procedures. Identify sources of quality control aids and resources for your firm. Recognize how to monitor your integrated quality control system.
Arthur J. (Kip) Dellinger, Jr., CPA, senior tax partner at Kallman and Co. LLP, CPAs, is chair of the AICPA Tax Division Tax Practice Responsibilities Committee. He is the author of The Practical Guide to Federal Tax Practice Standards (CCH). His client practice focuses on sophisticated accounting issues and tax planning, compliance and controversy representation.
Mr. Dellinger has spoken before the USC Institute on Federal Taxation, the UCLA Tax Controversy Institute, the California Tax Bar Annual Meeting, several California CPA Education Foundation conferences, the Illinois CPA Society Annual Tax Conference and the Florida Institute of CPAs Tax Expo. He has written more than four-dozen articles on tax technical and procedural topics.
Non-Member Price $200.00
Member Price $150.00