here’s what you’re looking for: 卡塔尔世界杯常规比赛时间 research

by 卡塔尔世界杯常规比赛时间 research

everybody resolves to get organized at the start of a new year. january 2 is the day to tell tax clients what they need to do for a hassle-free tax return. here’s a list of 10 things to tell them.

more listicles here

1. gather your documents

collect all tax-related documents, such as w-2s, 1099s, mortgage interest statements, charitable contribution receipts, and any other income or deduction records. (give them a complete list.) remind them where they can find these documents or when to expect them from employers, banks, etc.

2. add filing deadlines to calendars

list key filing deadlines, including the standard filing deadline and any relevant extension deadlines. you can also give them deadlines for sending you information and documents.

3. verify personal information

encourage clients to double-check their personal details – including social security numbers, addresses and dependent information – on all documents, as errors can delay processing.

4. track recent life changes

discuss how significant life changes like marriage, divorce, having a child, change in dependents, or moving can affect tax situations and deductions.

5. estimate quarterly taxes

for self-employed clients or those with significant non-wage income, review estimated tax payments and remind them that the fourth-quarter payment is due january 15.

6. maximize contributions

remind clients they can still contribute to iras, hsas and other accounts for the prior tax year up until april 15. tell them to record and document their contributions, ideally before they plan to file their return.

7. review deductions and credits

list deductions and credits they may qualify for, such as the child tax credit, earned income tax credit or education-related deductions. consider whether specific clients have special deductions and credits.

8. be aware of new tax laws

update clients on any changes in tax laws or irs regulations that could impact their filing this year. (update yourself, too!)

9. set up direct deposit

recommend clients provide direct deposit information for faster refunds if they’re expecting one.

10. avoid common mistakes

educate clients on common tax filing mistakes, such as math errors, missed deductions, or failure to sign and date forms. give them a list. this might be part of a tax-prep seminar.

taxpayers and tax preparers can both get stressed out at tax time. you can minimize the stress by helping clients stay in control.

by 卡塔尔世界杯常规比赛时间 research

you want to hit the busy season running, not getting organized. the holiday season provides an excellent slow-time opportunity for tax offices to get ahead on tax season preparations.

more listicles here

here are 10 ways you can leverage this time:

1. organize client information: contact clients to ensure you have updated contact information, financial records and relevant documentation. resolve any missing information from previous tax years. confirm that you’ll be doing their taxes again.
2. schedule year-end tax planning meetings: meet with clients to review their financial situation and discuss year-end strategies, such as charitable donations, retirement contributions or capital gains harvesting, which could reduce their tax liability. also help them prepare to deliver timely tax information.
3. update tax software and tools: make sure your tax software is up to date. prepare any templates, checklists or tools you use for tax preparation. confirm that everything works.
4. train or update staff: conduct training sessions to familiarize your team with any changes in tax law, software updates or new procedures. discuss client handling and workflow management.
5. review changes in tax legislation: update yourself and staff on recent tax law changes at the federal, state and local levels. consider how these changes will affect your clients and adjust your strategies accordingly. inform clients as necessary.
6. send out year-end reminders: send emails or newsletters reminding clients of important deadlines, year-end financial considerations and any last-minute tax-saving opportunities. later, remind them again.
7. organize internal workflows: refine your tax season workflow, including document intake, file management and communication protocols. identify and rectify bottlenecks.
8. prepare engagement letters: draft and send out engagement letters to clients for the upcoming tax season, outlining services to be provided, fees and other important terms. include checklists. suggest deadlines.
9. update client portals: if you use a client portal, make sure it is ready for tax season, with clear instructions on how clients can upload documents, complete checklists or communicate securely. consider asking clients to use it in a trial run.
10. market tax services: use the holiday season to promote your tax services through social media, newsletters and local networking events. offer early-bird discounts or consultations to attract new clients.

the holiday season is a special time with a psychology all its own. it’s slower and happier. try to combine the holiday spirit with staff preparation. avoid coming back from the holidays and needing to start organizing for the busyness that’s right around the corner.

by 卡塔尔世界杯常规比赛时间 research

today’s scarcity of accounting talent makes it all the more important to retain existing professionals and staff. salary alone won’t keep them happy. the most valued benefits often center around work-life balance, financial perks and career development.

here are the top 10 benefits that typically appeal to cpa office staff:

1. flexible work arrangements. options like remote work, flexible hours and compressed workweeks are highly desirable for balancing personal and professional lives, especially during tax season. ask staff what they’d like.
2. professional development and certification support. invest in your firm’s most important asset by covering costs for cpa exams, licensing, cpe credits and certifications. staff will appreciate, and the firm becomes stronger when staff knows more.
3. competitive salary and bonuses. money talks! fair compensation, performance-based bonuses and profit-sharing are strong motivators, especially in an industry with rough seasonal demands. paying staff well is less expensive than trying to find new staff. surprise bonuses go a long way.
4. health insurance and wellness programs. comprehensive health benefits, including mental health resources and wellness incentives, help staff stay healthy and resilient during high-stress times.
5. paid time off (pto) and mental health days. generous pto policies, including paid mental health days, encourage a healthy work-life balance and help prevent burnout. if personnel have put in extra time during tax season, they deserve at least as much time off. four-day workweeks are especially appreciated in the summer. how about bonus vacation days during slow periods?
6. retirement and financial planning assistance. a robust 401(k) match, retirement planning resources and financial education sessions are appreciated benefits. the promise of long-term financial security does much to ensure long-term retention.
7. student loan repayment assistance. many cpas have student loan debt, so offering student loan assistance is a valuable benefit, easing financial stress and improving loyalty. after all, your firm is benefiting from the education that staff paid for. great way to attract new, trainable talent.
8. career advancement opportunities. clear paths for promotion, mentorship programs and leadership development foster growth and engagement within the firm. be sure to consistently consult with personnel to understand where they want to go and how they want to get there.
9. family-friendly benefits. parental leave, child care support and family-focused benefits resonate well because they demonstrate the firm’s understanding of family commitments. single parents appreciate help and understanding and will stick with a job that helps them work.
10. workload management and seasonal assistance. hiring additional seasonal staff, outsourcing and managing workloads to avoid burnout during tax season are significant benefits for employee well-being. help existing staff understand how the seasonal assistance is making their lives easier.

if you’re serious abut retention – and you should be – look for the magic mix of benefits that keeps everybody happy and glad they work with you. and don’t try to guess what they want. ask them!