Surviving tax season: Checklists to manage your risk
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Surviving tax season: Checklists to manage your risk

1 month ago · 1 min read

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Planning for tax season is an important step in managing the professional liability risk associated with providing tax services. Staffing, registration, organizers and additional administrative tasks can be tackled early. Having important control procedures in place can help mitigate the risk of a professional liability claim which can be costly and timely to resolve.

Tax season is a busy time for most tax practitioners, so preparing for it now will reduce the stress experienced January through April. Pre-tax season training

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