CPE Course Form 1040 Return Review Boot Camp for New and Experienced Reviewers

December 2, 2022

9:00 AM — 4:30 PM


Member Price $259.00Register after November 11 and pay $279.00
Non-member Price $359.00Register after November 11 and pay $379.00

Curriculum Taxation

Field of Interest Taxes (Technical)

Level Intermediate

Designed For

Senior-level staff new to the review process or experienced staff members looking to update and/or expand their review procedures


Expand the process involved in reviewing applicable tax returns Identify the most common areas that result in errors Document a review, including consideration of risk management


Review an error-prone "staff-prepared" Form 1040 from client-provided information. Where do you start? Get to know your client and ask the questionsSeveral new reporting issues for the reviewer to consider, including the main credit provisions as enacted under the American Rescue PlanWhat are common errors preparers make and what are the areas generating malpractice claims?The importance of engagement letters, questionnaires, and 7216 permission statementInitial administrative groundworkIdentifying organizing issues in the tax return to be reviewedAvoiding "willful blindness." Handling ethical and moral dilemmasEfficient review of certain advanced issues for income, adjustments, deductions, and creditsEffective procedures for delinquent clients, filing past-due tax returnsFirst-time client issues requiring extra scrutinyMultiple checklists of efficient procedures to identify potential issues on a 1040 returnListing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clientsReconciling time pressure with thoroughness and quality controlProfessionals acting professionally



Experience in preparing Form 1040, reviewing diagnostics, and preparing workpapers


Surgent McCoy CPE, LLC

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