Recording and Delivering Tax Return Commentary

August 20, 2025

In this session we'll review the process to deliver tax returns with video commentary to clients. We'll discuss the highlights or key areas to bring to the client's attention. We’ll also cover the process of how to record the commentary using Vimeo.

Learning Objectives:

1. List techniques to help craft clear and concise commentary that communicates key information about the client’s tax return.
2. Identify steps involved in creating video commentary for tax returns.

Intended Audience: This session is for all firm team members especially those involved in tax preparation.

CPE available: 1 credit