Is tax season at your firm a head-long scramble to the finish line? Do you want to start your next tax season with a system that reflects thoughtful planning and training?
Get fresh insight into tax preparation—and very likely result in significant improvements to your current system. You will learn to analyze your existing tax season system and target problems so that work will be more efficient, errors will decrease, and personnel, including you, will feel less stressed. Most importantly, a well-run tax season will make your clients happier and more loyal.
Every firm has a tax season system, whether documented or not. Tax season management expert Edward Mendlowitz shares specific ideas for improving each aspect of your system, including how to
Staff creatively with seasonal staff, interns, and by outsourcing
Maximize the effectivness of the tax organizers you send to clients
Communicate effectively with clients about the value of your service
Use pre-year-end planning to develop tax and financial planning opportunities
Empower your preparers to do more return work
Make reviews run smoothly
Conduct a post-tax season assessment of your process
Bill for the real value of your return preparation—and even increase your fees
Numerous sample checklists, letters, charts, and Excel tax comparison worksheets will help you implement this guidance in your next tax season. Having a world-class tax department is possible for every firm, and this resource will help you make that goal a reality.
Improving tax season system
Tax return preparation processes
Managing seasonality issues
Getting the most out of technology
Year-end planning for tax clients
Staff tax training program
Preparation and review
Client satisfaction, retention and referrals
PCPS Members are eligible for a discount on this product. Click here to learn more.
Edward Mendlowitz, CPA/PFS/ABV/CFF/CITP, CGMA is a partner emeritus in the CPA firm WithumSmith+Brown, located in New Brunswick, NJ. His practice management techniques have been covered by many publications, including The Wall Street Jounal and Journal of Accountancy. He has authored 24 books, written hundreds of articles, and written and presented more than 200 continuing education programs for CPAs. His Managing Your Tax Season program has been a very popular offering for the New Jersey Society of CPAs. He is also a consultant to a number of CPA firms.