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Surviving tax season: Top strategies to prepare your small firm
The 2021 tax season is fast approaching. Is your firm ready? Listen to this episode of the Small Firm Philosophy podcast as Deb Rood, CPA and Risk Control Consulting Director at CNA shares best practices and resources to help your firm prepare for a successful tax season, this year and beyond.
Resources mentioned in this episode:
Surviving Tax Season Checklist
Client continuance evaluation tool
Client acceptance evaluation tool
Client termination practitioner checklist and notification letter
To learn more about AON, please visit cpai.com or call 800.221.3023.
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