Question for everyone: How do you prepare for an upcoming tax season?

  • 17 November 2020
  • 1 reply

Userlevel 4
Badge +4

What are some things you and your team do to prepare for tax season? Or better yet, what are some tips you’d share on best preparing for the upcoming tax season? 

If you’re interested in learning more about what you can do to prepare, join us for our webinar on planning for a successful and stress free tax season. 

The webinar will be covering:

  • A blueprint for a successful tax season, covering planning, execution and review.
  • Techniques to obtain client documentation and details in half the time
  • Methods to plan capacity throughout your team to ensure work can be completed on time
  • Best practices for collaboration, handoff and ownership

1 reply

Userlevel 7
Badge +19

We have a few things planned for tax season this year:

  • Review all of our recurring work to make sure that it’s accurate
  • Update client task emails (how cool would it be to be able to do this in batch?!)
  • Schedule fee reviews and tax planning meetings with our top tier clients for Sept. and Oct.
  • Research ways to quickly update client tasks with organizer information from UltraTax
  • Hiring a bookkeeper manager.