CPA - medium firm
CPA - large firm
Offshore outsourcing enables tax practices to prepare more 1040 returns at a reasonable price without adding staff. However, the anxiety of 7216 client consent prevents many firms from seeking third-party help. This webinar provides practical tips on how to navigate the outsourcing conversation with your clients and explains why 7216 consent shouldn’t deter you from getting busy season relief.
Learning Objectives:
- Define Section 7216 and why it’s important
- List which types of tax services require 7216 consent and which don’t
- Identify best practices for communicating outsourced services to clients and maximizing approval
- Determine how outsourcing helps resolve staffing shortages and workload compression
- Give examples from a SurePrep customer about their 7216 consent procedure
Pete Miele
SurePrep
Vice President of Sales
pete.miele@sureprep.com
(800) 805-8582 x3
Pete is a results-driven business development leader with over 13 years of experience as a business consultant and sales and marketing professional. He has proven achievements in providing consulting services, recommending software solutions, and identifying outsourcing opportunities. Pete has shown repeated success in marketing and sales strategy development and implementation.
He has assisted in the growth of top-line revenue, bottom-line profits, and market share while delivering quality customer service by leveraging strong communication skills to build trust with decision-makers, forge strong partnerships, resolve concerns, and close business. He has an exceptional record of migrating initial engagements to business relationships.
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