Project Management for Tax Preparers: Improving Workflow, Efficiency and Client Service
Wednesday, July 29, 2026
9 a.m.-1 p.m. Central
4 CPE (4 technical)
Course code: 26WA-4202
View pricing
This course provides tax professionals with a framework for applying project management principles to tax preparation engagements. Participants will explore the full client lifecycle, from onboarding through workflow execution and delivery. The course emphasizes improving efficiency, reducing bottlenecks, and enhancing client communication while managing risks in a deadline-driven environment.
Major subjects
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Project management in tax practices.
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Client onboarding and initiation.
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Workflow and execution strategies.
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Monitoring and risk management.
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Communication and collaboration.
Learning objectives
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Identify project management principles applicable to tax engagements.
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Determine effective onboarding and initiation processes.
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Apply workflow management techniques.
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Recognize monitoring and risk management strategies.
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Identify communication and collaboration improvements.
Who should take this program?
- CPAs, EAs, tax professionals, and accountants involved in tax preparation.
Pricing
|
Standard Member Fee |
$149.00
|
 Standard Nonmember Fee |
$149.00
|
Our records indicate
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nonmember.
If you register, you will be charged
$149.00
(Standard Nonmember Fee).
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Instructor
Arthur Werner, JD, MS (Taxation)
Location
Online
Area
of study
Taxation
Field(s)
of study
Specialized Knowledge - Technical (4.0)
Level
Overview
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Basic knowledge of taxation
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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