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Tax Return Preparer Ethical Issues

Approved as an ethics class for AFSP, OTRP, EA, Tax Preparers and any PTIN holders for IRS Ethics CE credit

Ethics course for EAs, Registered Tax Preparers & all tax preparers Cost | Hours: $14  |  2 CPE hours enroll now
2019 updated a
Text included: Yes (PDF ebook) | View outline
Valid for: EA | AFSP 
 Not valid for:  Most CPAs | others due to specific requirements

Fun CPE Course No. PWX9019

Text Included: Tax Return Preparer Ethical Issues (35 pages)

Format: Interactive self-study | 50-minute hour credit

Subject classification: Ethics

Exam questions: Review - 15 | Final - 10

Prerequisites: None

Advance preparation: None

Course level: Overview

Course last updated: June 19, 2019

Learning objectives: Upon completion of this course, you should be able to:

  • Recognize the permitted scope of tax return preparer responsibilities;
  • Identify the best practices for tax advisors in preparing or assisting in the preparation of a submission to the Internal Revenue Service;
  • List practitioner duties and restrictions with respect to –
    • Information to be furnished to the IRS,
    • The practice of law,
    • Dealing with taxpayer omissions, errors and noncompliance with U.S. revenue laws,
    • The requirement for preparer diligence as to accuracy,
    • Return of client records,
    • The existence of conflicts of interest, and
    • Solicitation of business; and
  • List the various sanctions that may be imposed for a preparer’s failure to comply with applicable conduct rules.

Yes we report your CE hours to the IRS We do report your CE hours earned to the IRS electronically.  We are an approved IRS CPE provider for Enrolled Agents and Tax Preparers.

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