busy season management

tax return filings still lag, but pros hold 57% of market

by

chart of irs filing data for the week ended feb. 3, 2017
[click for larger image]

four days fewer in 2017 still skewing statistics.

the irs continues to churn back tax returns nearly as quickly as it receives them, while the percentage that were self-prepared is tracking higher than the same point last year.

more: tax filings down, but irs blames the calendar | survey results: bullish on busy season 2017 | 2017 fee survey: price for non-itemized 1040s advances 6% to $176
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

with 20.18 million returns received as of feb. 3, the latest data available, the agency had processed 19.97 million or 98.9 percent of them.
read more →

checklist: 46 avoidable tax-filing errors – if clients only knew

by

tax season checklists: learn more

here’s a handy checklist to share with clients.

by ed mendlowitz
tax season checklists

taxes are hard enough without making avoidable errors. before clients file, they should double check to make sure they don’t make these errors. we often hand out this checklist to clients to avoid mistakes in advance.

  1. not signing the return (if you file paper copies)
  2. number transposition and spelling errors
  3. unchecked or unanswered questions
  4. entering incorrect or unpaid estimated tax payments
  5. missing pages in a paper filed return read more →

survey results: bullish on busy season 2017

by

busy season bulls outnumber bears three to one. via 卡塔尔世界杯常规比赛时间 research

profession plows ahead with high hopes.

how’s your busy season so far?
join the survey; get the results.

by rick telberg
卡塔尔世界杯常规比赛时间 research

if expectations pan out, busy season 2017 might be a banner year, according to the first soundings from the 18th annual 卡塔尔世界杯常规比赛时间 busy season barometer. there’s optimism in the air.

a full fifth of respondents tell us they foresee a busy season “much better” than last year’s. and more than a third—36 percent—believe their season will be at least “somewhat better.” together these optimists make up 56 percent of respondents, more than three times the number who are dreading a tougher slog than last year.

more busy season: tax prep gets off to strong start  |  sample fee schedule for 1040s  |   tax filings down, but irs blames the calendar  |   survey results: busy season 2017 gets off to strong start   |   2017 fee survey: price for non-itemized 1040s advances 6% to $176   |   the annual tax meeting is dead. clients killed it.   |   reader sound-off: mandatory saturdays stir controversy    |   tax season opportunity kit free instant download   |   world envies low u.s. tax rates on luxury real estate transfers   |   the new small-business loophole you can drive a truck through

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

granted, that number isn’t as high as 2016’s, when 61% reported improvements over 2015, but 2015 was the infamous annus horribilis, the year of tax prep hell. it wasn’t hard to imagine the next year being better. so 2016 wasn’t so bad, making it surprising that so many see 2017 turning out even better. three upbeat respondents typify the three main causes of optimism.

read more →

survey results: busy season 2017 gets off to strong start

by

join the survey. get the results.

i.d. theft and security issues emerge as top concern.

how’s busy season so far?
join the survey and get the latest updates

by rick telberg
卡塔尔世界杯常规比赛时间

tax and accounting professionals are kicking off busy season 2017 with the highest confidence levels in years, but their optimism seems guarded and unsure, according to the latest results from the 卡塔尔世界杯常规比赛时间 busy season barometer.

see the charts below for additional detail. and stay tuned as the busy season unfolds. join the survey to get the latest updates.

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

so far, the survey shows that more than 58% of tax and accounting professionals expect a better season this year than in 2016, which, by comparison, was 61% cheerier than 2015.

read more →

high performing firms: stronger busy seasons, better outlooks

by

z_ busy 2016 hi perf firms overallidentifying the factors that create great firms and better busy seasons.

by 卡塔尔世界杯常规比赛时间

in 卡塔尔世界杯常规比赛时间’ perpetual search for clues to professionalism and success in the tax and accounting industry, we are probing into a possible connection between the efficiency of cpa firms and the ease with which they get through the busy season of tax preparation.

more busy season management: busy season 2016: topline survey results  |   accountants see economy improving… but mainly for themselves  |  tax season 2016: turning id theft from a problem into an opportunity  |  lessons learned from a bad busy season  |  busy season 2016: more clients, fewer problems  |  busy season 2016: problem clients are causing big trouble  |  12 ways to stress less this tax season  |  the dreaded ‘quick question’  |  40 other services your tax clients should know about  |  where workflow management runs off the rails  |  ready for tax season? not so fast  |  8 ways to delight tax season clients  |  tax season management: multi-tasking is a myth  |  digital workflow systems make tax season easier  |  tax professionals find it increasingly difficult to keep up with late-changing tax regs  |  the new normal: a busy season that never ends  |  pro member exclusives: sign in or 2022世界杯足球排名 here

judging by results from our 2016 busy season survey, there seems to be a connection. we filtered the results to isolate respondents who say their organizations are “effective at achieving their goals and objectives with consistency over time.” this cohort comprises a total of 364 who gave their firms a score of at least an 8 on a scale of 1 to 10. read more →