Tax preparers have been the subject of legislation regarding ways in which they must file returns. Additionally, the issue of tax preparer/client confidentiality has been "hot." In some ways, the California provisions have strengthened confidentiality, while in others, confidentiality has been eliminated.

Tax preparers are also being held to a higher standard and penalties are imposed for violations of various statutory responsibilities. In today’s climate, a tax preparer who is not aware of his or her responsibilities and potential liabilities may be skating on very thin ice.

This course covers tax preparer requirements, new or amended provisions,preparer confidentiality issues, electronic filing requirements, and penalties.