tax season

what if you could start over?

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clean slate with three pieces of colored chalk

spend a few minutes imagining a clean slate.

by ed mendlowitz
tax season opportunity guide

we all get caught up with what we do. sometimes so much that we lose sight of what we are doing and the purpose.

more by ed mendlowitz
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

also, work happens. many of us start out with lofty plans that go astray as the practice develops. many things cause it – clients we get, availability or lack of availability of the right staff, how we choose to learn or not learn new things, and even where we locate.
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advanced tax preparers need managing, too

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four best practices.

by frank stitely
the relentless cpa

managing advanced-level preparers sounds easier than it is. these preparers will all have blind spots that appear at inconvenient times. some won’t be able to adapt to your internal procedures, because they worked at firms without well-defined procedures.

we had one person who insisted on printing out the prior year tax returns and workpapers before beginning a return. she said she just needed the paper in her hands. that didn’t work for us.

more by frank stitely
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she asked to be paid on a salaried basis. when we agreed, she then demanded to be paid on an hourly basis. we agreed to that as well. then she wanted to go back to a salary. she believed that whatever we agreed to would be bad for her.
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tax pros gear up for a better busy season

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survey respondents say the new year means new plans.

by 卡塔尔世界杯常规比赛时间 research

it’s shaping up to be a pretty good year, according to early results from the 2025 busy season barometer. half expect a year better than last year’s good year, and less than 10 percent think it will be worse.

more: irs funding pays eye-popping 415x roi | tax season 2025 begins. ready or not. | every tax reviewer should be able to answer these ten questions | art werner: corporate transparency act and fincen reporting | quick tax tip | taxpayer advocate sees big improvements at irs | ask tax clients the right questions | major changes to circular 230: implications for tax professionals | cornerstone report
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

why?

  • the market’s in a good place. plenty of clients out there.
  • so far (fingers crossed) no big changes to the tax code.
  • no pandemic quarantines (more fingers crossed).
  • the economy’s chugging right along (keep them crossed).

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irs processing up; payouts down

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data table

figures for 2024 topped those of 2023 until it came to refunds.

by beth bellor

as the 2025 busy season kicks off and we wait for the first individual income tax return reports to trickle in, let’s take a peek at how the last drips of 2024 compared to the dregs of 2023.

more: tax pros are making changes for a better busy season | irs funding pays eye-popping 415x roi | tax season 2025 begins. ready or not. | every tax reviewer should be able to answer these ten questions | art werner: corporate transparency act and fincen reporting | taxpayer advocate sees big improvements at irs | ask tax clients the right questions | major changes to circular 230: implications for tax professionals | cornerstone report | art werner: due diligence and irs enforcement | make ‘done but’ tax returns a thing of the past | six methods for getting paid faster this tax season | use humor to get tax documents in early
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

by the end of 2024, the internal revenue service had received 163.5 million returns, up 0.9 percent from the end of 2023. it had processed 163.5 million returns, up 0.3 percent, which included returns received in the prior or current year and processed in the calendar year.
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help tax clients help you

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eleven steps to better instructions.

by ed mendlowitz
tax season opportunity guide

providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

more: is your team ready for tax season? | six methods for getting paid faster this tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
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