Project Management for Tax Preparers

TBA - IRS CE/CTEC/NASBA CPE*

This 2-hour course introduces tax professionals to practical project management concepts that can be applied directly to tax return preparation, advisory engagements, and tax department workflow. Participants will examine how scope, deadlines, staffing, engagement letters, documentation, communication, workflow tools, controls, and technology affect profitability, compliance, client service, and team capacity.
The program focuses on building a more structured and sustainable tax practice by improving client intake, managing bottlenecks, controlling scope creep, standardizing processes, integrating technology, monitoring risk, and closing engagements more effectively.
The course is designed for practitioners who want to reduce busy season chaos while improving accountability, consistency, and the client experience.

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*Self-Study recording available for IRS CE Credit only (NO CPE)

NASBA Field of Study: TBA

IRS Program #: 7Q3WU-T-TBA
CTEC Course #: 6248-CE-TBA