This session will enable attendees to save time, simplify tax preparation and delight clients using the Intuit ProConnect Tax workflow and the Intuit platform.  Attendees will learn best practices about how to send electronic client organizers, collect tax information,  import data from source documents, prepare and review tax returns, and finish and file returns in a single integrated platform. You’ll be prepared to import accounting data so business returns are ready for review.  Easily create quarterly estimated tax projections. Attendees will learn how to identify planning and advisory clients and create tax plans that communicate strategy savings.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222