Fundamentals of Operating a Professional Tax Practice

4.5 (8 votes)

The Basics of Operating a Professional Tax Practice 
Earn 2 CPE Credits with Leonard Steinberg, EA.
May 9, 2019 from 2:00 pm – 4:00 pm ET

NASBA Field of Study
Business Management & Organization

This course will examine the basics for operating a professional tax practice.  We will cover the basic requirements for efficiently and effectively managing daily operations.  This will include use of hardware and software, telecommunications and both physical and client data security issues. 

We will provide suggestions for improving tax preparation and review processes.  This will also include ideas for improving your time management.  We will discuss maintaining and improving current client relationships.  

For those who currently offer representation services or for those looking to start and/or expand their representation services, we will discuss the types of representation services that the practitioner can offer and the methods for operating this successful practice niche.

We will discuss offering other types of business services and partnering with other types of service firms.  We will discuss the important issues of Advertising, Promotion and Marketing ideas to attract new clients and which are so vital to an ongoing and expanding your practice.  

Learning Objectives

Upon completion of the course, you will be able to:

  • Evaluate your current practice.
  • Identity those areas where your practice needs improvements.
  • Apply those ideas and suggestions to implement quickly and cost effectively.
  • Evaluate those ideas and suggestions for consideration.
  • Develop a strategic plan for growth and expansion of your services. 

Note: If you can't attend live, that's okay: go ahead and register and you will automatically receive the recording when it is sent out.

National Association of Enrolled Agents is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor #108268

Leonard Steinberg, EA

Leonard Steinberg, EA is an NTPI Fellow.  Leonard’s practice specializes in small businesses, nonprofit organizations, individuals and handles all types of representation issues.  His practice is located in Cranbury, New Jersey.  Leonard has also served as President, Treasurer, and Trustee for the New Jersey chapter (NJSEA) and has made presentations at regular monthly meetings and seminars.

  • Be sure to take both parts of the system test, specifically the Sound and Video tests. Go to:
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  • We recommend the following computer operating systems and browsers:
    • Internet Explorer 12 or greater
    • iOS 10 or greater
    • Safari 10 or greater
    • Edge 14 or greater
    • Firefox 52 or greater
    • Chrome 60 or greater
    • Mac OS X 10.9 or later
    • Windows 7 or later
  • We DO NOT RECOMMEND using Internet Explorer 11 when using Windows 7 since that browser does not support HTML 5. We suggest Firefox or Chrome. 
  • If on WiFi use a hard-wired Ethernet connection. 
  • For optimal viewing, please join on a laptop or desktop computer.
  • Communications from NAEA

    Upon registration, you will receive the following four (or possibly five, if you did not attend the live webinar) e-mails from NAEA's e-learning partner, Commpartners, sent with a subject line: NAEA webinar: <insert course title>

    • Registration confirmation
    • Instructions on how to access the webinar, handouts, quiz and evaluation.
    • Live webinar reminder
    • When webinar recording is ready
    • User did not attend the live webinar

    A list of frequently asked questions is available here.