With the Oct. 15 tax filing extension deadline now behind us and firms starting to plan for 2003, firms should take a serious look at the processes and policies that pertain to individual income tax return preparation.

In some firms, this is a significant portion of their revenues, while in others it is minor; therefore, one size does not fit all firms. Believe it or not, when it comes to tax return processing, individual offices have their own unique processes. In many cases, the processes remain from the years when technology was not as prevalent.

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