Mini Instructor Course: Ethics & Circular 230

This Mini Instructor Course is designed to help you train your tax professionals LIVE on the ethical standards and rules outlined in Circular 230 that every preparer must follow.

🎯 What Your Team Will Learn:

• The core ethical principles of tax preparation: honesty, accuracy, confidentiality, transparency, and avoiding conflicts of interest.

• How to honor the Taxpayer Bill of Rights in every client interaction.

• The key Circular 230 rules (Due Diligence, Knowledge of Omission, Return of Records, Prompt Disposition, and more).

• The consequences of failing to comply — from IRS penalties to loss of reputation.