Lesson 6: Professional Practices and Ethics
A crucial lesson for aspiring tax professionals, this covers the responsibilities of a preparer, ethical standards, due diligence requirements, and the process of obtaining your credentials.
Key Topics
- Circular 230, Regulations Governing Practice before the IRS
- Preparer Due Diligence Requirements
- Data Security and Client Privacy
- Obtaining and Renewing a PTIN
- Continuing Education (CE) Requirements