Tax practice

Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services.

Considering how involved tax season is with its many moving parts, there is always room for some improvement.

If you think clients don’t notice when you ignore their messages or send them terse responses days after they’ve reached out to you, think again.

The Big Four firm has bought a large London-based firm that provides U.K. and U.S. personal tax services.

If employees are a company’s greatest assets, then children are a person’s greatest treasure.

If a picture’s worth 1,000 words, how much is a video worth?

Don’t just tell clients their returns have been submitted. Take them on a tour of the highlights.

Just getting through tax season is not a strategy.

If you don’t receive a five-star rating from a client, don’t get angry or brush it off.

One person lagging or falling behind or not meeting their due date commitment holds back everyone else.

Which has more priority — reviewing a return that would take two hours to complete, or reviewing 12 returns that would take 10 minutes each?

March 15 is a busy date. The S corporation and partnership returns are due then, so the K-1s can be distributed timely.

By becoming a learning organization, your team can learn to solve their own problems and free you up to focus on clients and big-picture initiatives.

Overpromising and missing deadlines is a guaranteed way to disappoint clients.

A firm found itself shorthanded during tax season when two of its most experienced tax return reviewers left. What should they do?

Get back 10-plus hours of every week with this strategy.

Don’t make tax season the deciding factor in the important things in your life.

Managing a practice is a separate business by itself and needs the care and attention you give to the professional services part of your practice.

There are many more checklists for accountants in the industry.

With the filing season upon us, a raft of brand new challenges await ahead of the April 15 deadline.