Compass Tax Educators

You must complete this course by 12/31/26 to earn continuing education.

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
Credit hours: 2 NASBA CPE / 2 IRS 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 Topics/Federal Tax Related Matters (IRS)

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Course expires one year after purchase.

Instructor: Thomas Gorczynski, EA, CTP, USTCP Learn more about our instructors here.

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.