Tax practice

We are on new ground with the coronavirus pandemic, and we need to adapt as much and as quickly as possible.

The Internal Revenue Service is shutting down its Practitioner Priority Service line, e-Services Help Desk, as well as the e-Services FIRE and AIR system help desks, until further notice, due to staff limitations amid the pandemic.

What we did yesterday is no longer relevant during the coronavirus pandemic, and we need to adapt and quickly. Here are some issues to consider.

When a client has a problem or wants something from you, he or she needs your attention. Are you as responsive as you need to be?

Tax season can be one of your best opportunities or a miserable war.

Many firms think they have the 'finding the errors' situation worked out, when in reality they should be concentrating on error reduction or elimination.

Tax season is the time of year when every other tax professional is focusing on completing returns for their clients, leaving the marketing field open and ready for you to dominate.

I recommend eliminating the tick and tie review in favor of an issue review.

Teach preparers how to prepare error-free returns that will elevate their overall quality and that of the entire practice.

My tax season checklists have been updated and are ready for you in a Word file so you can use them as you want.