In this project, you will demonstrate your mastery of the following competency:
As a new junior accountant, your firm requests that you spend time interacting with clients on a one-on-one basis, including discussing results of prepared tax returns. This allows clients the opportunity to ask questions and to better understand their tax situation. You have been provided with several client files to review and will select one set of prepared tax returns to analyze from Client Tax Profile B found in the Supporting Materials section below. You will also be given tax planning scenarios within each client’s profile to compare. You began this work when you completed Module Six Case Study.
To gain practical experience in completing this task, you will present your analysis of each return and applicable tax planning scenario to a senior manager within the firm. In your presentation, you will explain the types of federal law sources used to prepare the return and the tax position(s) taken. In addition, you will address any tax planning considerations for the client, including identifying research necessary to make favorable suggestions and addressing the potential for tax avoidance or tax evasion based on the clients’ request to modify their current tax situation.
Instead of an in-person presentation, you will record a presentation using Bongo. You will prepare PowerPoint slides with images and content to present research completed for this project, the makeup of the client’s current tax position, and tax planning suggestions to assist the client in the future, as well as verbally showcase those slides in your Bongo presentation. You will include detailed speaker notes highlighting the important points you want to emphasize regarding the client’s current tax position and suggested tax planning.
Specifically, you must address the following rubric criteria:
Bongo Auto Analysis is a tool that rates your video content for clarity, use of filler words, and speaking rate. Using this feature is optional for this assignment. You may, however, want to use it to get immediate feedback on your work, which you can then revise and submit.
To complete this project, you must submit the following:
Tax Position PowerPoint Presentation/Bongo Recording
Include a Word document of Speaker Notes and the PowerPoint Presentation in the form of a PDF file. Sources should be cited in APA style.
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