Surgent Professional Education

Do you or your firm often receive requests from third parties to provide some form of comfort on such client-related matters as loans, insurance coverage, sales-use tax, compliance with terms of agreements, etc.? You may feel pressure to respond, but did you know that doing so may actually put your practice at risk? Even attempting to provide a “non-answer” to a request could result in liability if not properly worded. So what is a CPA to do? In this short video, Jen Louis, CPA, explain why Surgent created this new Third Party Verification Toolkit and why it may be a great help for you as you handle these types of tricky situations.

Surgent developed this new “Essential Third Party Verification Toolkit” to help CPAs address these often tricky circumstances. The practice aids contained within this downloadable resource will help you determine which statements of fact to third parties are allowable, and when an alternative approach might need to be suggested, so that you can make more informed decisions about the nature and scope of certain services you provide to clients.

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Surgent Professional Education

Surgent is a 30-year leader in providing continuing professional education (CPE) to CPAs, tax preparers, and other financial professionals.

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