Tax Speaker Preparations, Compilations & Review, Frederick, MD


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Updated through and including SSARS 24, this course and manual is written and taught by actual practitioners. With dozens of example report letters, engagement letters, client letters and unofficial checklists, this course has been described by attendees as the most useful accounting course they have ever attended. The instructors begin with a rapid review of the latest SSARS and alerts and then discuss the requirements for prepared financial statements, including disclaimers and engagement letter example. The course then moves into in-depth review of the requirements for compilations, again with engagement letters and example report letters. The instructors also discuss real-life implementation of tax basis reporting under the SPRF requirements. The course concludes with practical real-life review reporting requirements, engagement letters and report letters.


  • 12:00 AM
  • $0


Bill Leonard, CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C….

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