In this course, we will discuss data security and how it pertains to your clients' information. Everything from digital to physical security will be covered, in addition to rules and regulations on information sharing and disclosure requirements. Brief discussion will also cover common avenues for scams often connected to filing taxes.

This course will cover advanced security tactics for tax offices, from password security and two-factor authentication to layered secure backups and active threat countermeasures. Descriptive examples will be provided along with requisite references to IRS publications and regs over security for your office, clients, and e-filing license. Secondary focus will be given to office compliance … Continue reading "Advanced Security for Tax Offices"

This course will cover in detail the filing procedures for completing US tax returns for undocumented aliens. We will go through the underlying fundamentals of tax prep for immigrants who do not qualify for a Social Security Number. Who is your typical client in this scenario? What is their typical filing process and requirements? How … Continue reading "ITINs – Basics of Filing Tax Returns for Undocumented Aliens"

In this course we will delve into the specifics of due diligence as it relates to the completion of Form 8867 and IRS' enhanced focus on tackling due diligence issues among paid preparers. While some discussion will be had on the ethical connections to the Circular 230, this course will primarily focus on a broader … Continue reading "Nuts and Bolts of Due Diligence"

This course will cover in detail the filing procedures for completing US tax returns for undocumented aliens. We will cover best practices when applying for W7s for Taxpayers, Spouses, and dependents. We will take a look at multiple preparation scenarios from varying levels of tax office certifications, including the Certifying Acceptance Agent designation. We will … Continue reading "ITINs – Hands on with the Preparation and Filing Process"