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2008 Annual National Conference


Interviewing Your Tax Clients

Session #: 938-19
Presenter(s): Maddy Gaoiran
Session Length: 1:40 hr.
Event: NATP 2008 Annual Conference
Date: July 7-9, 2008

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You will learn some practical and very useful organizing tricks to interview clients more efficiently! It is no longer just an option since the passage of the newest tax preparer penalty laws, it's a necessity! I will give you some tools of the trade that are extremely necessary in today's practices. Have you actually read Circular 230 and know what it means? I will give you some entertaining ways to remember tax law and understand how it pertains to you as a Tax Professional. Tax laws can be interesting and tax professionals can actually enjoy what they do - most of the time. ? You will learn how to FIRE clients and have happy employees. You will have access to many useful worksheets after you take this course. Interviewing is the key to audit- proofing your clients! You will take a look at this important topic in a fun and enjoyable way. Laughter in class is encouraged and cartoons are provided at no extra charge. "



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