Compass Tax Educators

Not every return is timely filed with perfect information. Practitioners often struggle with missing, unavailable, or incorrect information, or late-filed tax returns – or clients with both! This course reviews both of these situations and how the practitioner can help the client to the best of their ability while maintaining a commitment to accuracy and ethics.

Learning Objectives:

• Explain the ethical and technical issues related to amending incorrect returns.

• Describe strategies for preparing tax returns with missing, incorrect, or unavailable information. 

• Explain how to handle incorrect or missing information returns when preparing a tax return. 

• Describe strategies for preparing and submitting delinquent tax returns.
  
  

Education Information

IRS Program Number: NMVBP-T-00244-23-S

Length: 100 minutes plus optional question-and-answer session (no CE)

Prerequisite: None

Advanced Preparation: None

Program Level: Intermediate

Delivery Method: QAS Self-Study (NASBA) / On-Demand (IRS)

Field of Study: Taxes (NASBA) / Federal Tax Law Topics/Federal Tax Related Matter (IRS)

Credit hours: 2 NASBA CPE / 2 IRS CE

Information can be found quickly by searching key terms in the text/PowerPoint using the built-in search feature.

Course expires one year after purchase.

Instructor: Thomas Gorczynski, EA, CTP, USTCP Click here to learn more about the instructor.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our refund and education policies.