About Course
- Explain the purpose of a federal individual income tax return and the preparer’s role.
- Identify the difference between a PTIN, an EFIN, and an IRS Enrolled Agent credential.
- Describe a responsible client intake and document-review workflow.
- Recognize confidentiality, due diligence, and common red flags.
- Identify when to verify a rule, request more information, or escalate a complex case.