Edward Mendlowitz, CPA, ABV, CFF, PFS

Web Seminars

Seven Ways to Run Your Tax Season More Effectively

Now that tax season is under way, there are some things we should be doing and attending to, yet somehow these get pushed aside in the heat of the busy season.  Normally we assign greater importance to them before and after tax season, but realistically they are most important when they are dealt with during tax season. This will be a fast paced, best practice-oriented program with dozens of bullet point ideas fully laid out and checklists that you can use right away – so you can instantly use them to service clients better with greater quality, have more effective work flow, make more money and have more fun.

 

Item Number Date Time CPE Credit Cost
AT-WTX209 Wednesday,
  March 23rd
12:00-1:40PM EST 2.0 $98

Here is just a snippet of the many things Ed will cover:

  • Why slow is fast during tax season, and how to use time off to make staff more effective
  • Converting an upset client into a client for life, and how to handle unpleasant clients that pay you well
  • How light research can train and empower young staff and decrease tax prep costs
  • Great services you can sell your clients for added fees and priceless value

Learning Objectives:

  • Achieve better work flow quality in your office without extra effort
  • Service clients more efficiently as well as more effectively
  • Fulfill your clients' needs and expectations, make more money for you firm and have more fun doing both

Who Should Attend:

Tax preparers, tax reviewers, firm partners.

Level: Intermediate

Instructor: Edward Mendlowitz, CPA, WithumSmith+Brown