Tax practice

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them.

Tax season ends today and some of you can rest well tomorrow after concluding a successful tax season. However, some of you won’t be resting easy because you had a lousy tax season.

The last week of the “official” tax season is starting right now. Here are some things I did to lighten the mental load.

One of the most useful pieces of equipment you can have in your office is a document scanner.

There’s nothing more valuable for successful people than saving time and having complex things simplified.

When preparers or younger accountants complete their assignment, but before they submit it for review, they should review it for reasonableness.

Despite ongoing challenges, your practice's busy season doesn’t need to be a disaster.

Three ways of easing the workload and creating a lighter atmosphere are for everyone to follow the system, improve scheduling, and shift some work from reviewers to preparers.

Individual tax return preparation will be revved up going into the last month of tax season.

In order for tax season to be successful, everyone must follow the system.