Tax Office Policies & Procedures


As you add more employees, communication and management become more complex. Because of your time constraints, tax preparers and other office employees might not be able turn to you whenever they have a question about how a particular situation should be handled. Yet, if you’re a typical owner, you want things to be done your way. This situation calls for standardized answers to scores of questions such as how should the staff:

• Answer the telephone?

 • Resolve client problems?

• Price, prepare, check, process, and e-file tax returns?

• Meet IRS due diligence requirements?

• Handle payments and bank deposits?

 • Report daily results?

Written by : Debbie


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