Tax Return Preparer Ethical Issues

Overview

The IRS processes over 200 million tax returns annually, many prepared by professionals like attorneys, CPAs, and enrolled agents. As tax laws grow more complex, these professionals rely on Treasury Department Circular No. 230 for guidance on ethical responsibilities, practice rules, and sanctions. This course explores these rules, duties, and sanctions, discussing requirements for tax preparers and presenting real-world scenarios to analyze ethical issues and appropriate responses.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • Recognize the permitted scope of registered tax return preparer responsibilities
  • Identify the best practices for tax advisers in preparing or assisting in the preparation of a submission to the Internal Revenue Service
  • Recognize practitioner duties and restrictions
  • Identify the various sanctions that may be imposed for a preparer's failure to comply with applicable conduct rules

Tax Year: 2024

Designed For:

CPAs, EAs, and other tax professionals


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Course Information

Adding additional credit may change exam requirements.

Advanced Preparation: None