Offshore outsourcing offers tax practices an effective way to prepare more 1040 returns at a reasonable cost, without the need to hire additional staff. However, the concern over 7216 client consent often prevents many firms from exploring third-party support. This webinar will provide practical tips on how to navigate the outsourcing discussion with your clients, while clarifying why 7216 consent should not prevent you from gaining relief during busy season.
- Learn best practices for communicating outsourced services to clients and securing their approval
- Explore how outsourcing can help address staffing shortages and manage workload peaks
- Review real-world examples from a SurePrep customer on their 7216 consent process
Peter Miele is a Vice President of Sales for Thomson Reuters. Pete is responsible for leading sales and business development activities within the tax workflow large firm segment. Previously, Pete spent twelve years as the Vice President of Sales for SurePrep. Pete combines comprehensive tax & accounting, paperless workflow and sales knowledge, along with the ability to communicate effectively across all levels of customer management. Prior to his time with Thomson Reuters and SurePrep, Pete was a Tax Manager with the accounting firm Deloitte, where he gained nearly a decade of tax and accounting experience. Pete earned a bachelor's degree in accounting from Seton Hall University in 1998.
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2 Comments
Eleanor Fant
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Shahnewaz Sakil
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