Ethics 101

Ethics 101 will cover the rules regarding unenrolled return preparers beginning January 1, 2016. We will go over what is practice,due diligence, how to handle conflicts of interest and preparer penalties. Topics include the history of Circular 230, compliance, due diligence requirements in determining eligibility for the earned income tax credit, and the handling and protection of a client's information. At the end of this course, you will have a good understanding of our duties as tax preparers when preparing tax returns.