Mini Instructor Course: Conducting Tax Payer Interviews

Mastering the taxpayer interview is the foundation of accurate tax preparation and strong client relationships. This plug-and-play Mini Instructor Course is designed to confidently train your team in a LIVE teaching format without spending hours building materials from scratch.

🔑 Key Learning Objectives:

• Understand why interviews are critical to accurate, compliant returns

• Learn how to set the right tone, listen actively, and build trust 🤝

• Identify essential details about filing status, dependents, income, deductions, and credits

• Recognize potential red flags and handle sensitive topics professionally

• Develop strong note-taking skills that protect both the client and preparer

⭐ Perfect For:

• Tax firm owners training their teams

• Service bureaus supporting partner offices

• Instructors and coaches adding live workshops to their programs

🎁 Bonus: Client Interview Checklist a ready-to-use tool your team can reference during every client meeting.