Next step: review your WISP documentation.
Work with a compliance specialist to turn your template into clear next steps for your tax practice. Know what to document and where to focus.
Schedule your documentation review
Personal guidance for your tax practice.
Secure checkout, then choose your appointment time.
Includes template review and guidance. Document preparation is separate.
What we’ll review
- How to tailor the template to your tax practice.
- Identify the people, systems and safeguards your practice needs to document.
- Ask about Form W-12, Line 11 and your next steps.
No finished plan needed. Bring your questions and work through the next steps for your documentation.
What happens when you book
Complete secure checkout
Reserve your documentation review with a one-time payment of $47.
Choose your time
After checkout, select a phone appointment that works for your schedule.
Review your documentation
Walk through your template, ask your questions and identify the next steps for your practice.
Form W-12, Line 11 asks paid preparers to acknowledge awareness of the requirement to create and maintain a WISP. Use your review to understand what your practice needs to document. Read the IRS instructions.