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
Thomson Reuters
Vice President of Sales
[email protected]
Peter Miele is a Vice President of Sales for Thomson Reuters. Pete is responsible for leading sales and business development activities within the tax workflow large firm segment. Previously, Pete spent twelve years as the Vice President of Sales for SurePrep. Pete combines comprehensive tax & accounting, paperless workflow and sales knowledge, along with the ability to communicate effectively across all levels of customer management. Prior to his time with Thomson Reuters and SurePrep, Pete was a Tax Manager with the accounting firm Deloitte, where he gained nearly a decade of tax and accounting experience. Pete earned a bachelor's degree in accounting from Seton Hall University in 1998.
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