Filing season risk starts well before the first return is prepared. In this episode, April Walker talks with Sarah Ference, CPA, Risk Control Director at CNA, about how thoughtful client selection, clear engagement letters and proactive communication can help firms set expectations, manage scope creep and reduce risk. Learn practical steps you can take now to build stronger client relationships — and a smoother filing season.

• Why should engagement letters be viewed as client relationship tools — not simply legal documents?
• How can firms clearly define the scope of tax services and prevent "one quick question" from becoming scope creep
• When and how should practitioners document informal advice and client conversations?
• What factors should firms consider when deciding whether to retain, rehabilitate or disengage from a client?
• What practical steps can firms take now to reduce risk and prepare for a smoother filing season?

AICPA resources

Reimagining Your Tax Practice

Annual Tax Compliance Kit

Private Companies Practice Section (PCPS) homepage

Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices.

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