busy season management

the #1 problem: staffing, staffing, staffing

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client

smallest firms plagued most by growing tax complexity. 

via aicpa

staff recruitment remains the top issue for most cpa firms, while growing tax complexity and risk management regarding privacy and data security are rising challenges, new research by the aicpa shows.

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“finding qualified staff” is the no. 1 issue for every firm-size segment except sole practitioners, according to the 2019 pcps cpa firm top issues survey, matching the topline results from the last survey two years ago.

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3 tips for handling rookie tax preparers

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… and 4 challenges.

by frank stitely
the relentless cpa

how do you train up newly-hired tax preparers?

more: how to hire and manage great admin staff | the right way to assign staff projects | workflow for dummies | how effective project management makes your life easier | 2 lessons clients taught me | no consultant can solve your biggest problem | the great marketing hoax
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

hint: don’t start with taxes. read more →

how to hire and manage great admin staff

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businesswoman shaking hands with someone out of view3 key points to remember.

by frank stitely
the relentless cpa

you can divide staff into four categories: administrative, entry-level preparer, advanced preparer and manager.

more: the right way to assign staff projects | some uncommon advice on hiring full-time staff | what goes into a client project? | value pricers ignore half the pricing puzzle
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i’m tempted to state that administrative employees are the most important people in your firm. i won’t go quite that far, but your administrative staff are every bit the face of your firm that you are.
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troubles with irs private debt collection

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businessman sitting in office chair, covering his face with his handthe irs listed 6 risks. the gao found 10 more.

by 卡塔尔世界杯常规比赛时间

here’s a curious situation: the internal revenue service of the wealthiest nation on earth, with all its power to collect taxes – be it by withholding, by a polite letter of request, by slapping somebody’s assets with a lien, by knocking on a delinquent’s door – sometimes the irs can’t afford to collect back taxes.

more: what difference does one word make? | what’s the real impact of irs audits? | tough lessons from tax season | why shouldn’t all tax practitioners need licenses? | data divers profile taxpayer filing styles | salary survey shows pay for tax professionals | fixing the tax system: accountants sound off | the big free-file flop
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when it can’t, it gives the power and privilege to a private debt collection (pdc) agency.
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tough lessons from tax season

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how to conduct an after-action review for a better season next year: 8 essential questions, 11 new opportunities.

by sandi leyva
the complete guide to marketing for tax & accounting firms

now that the initial tax deadline is past us, it’s a good time to take a look back to see how things went and how they can be done better. this is called an after-action review, and it’s not the same as a de-brief or a post-mortem. it’s a great tool for large companies, and small businesses can benefit too.

more from sandi leyva: change overload: 5 simple coping strategies |  39 advisory services for accountants  |  mix and match marketing channels  |  marketing materials 201: some advanced tips  |  testimonials: why and how  |  10 marketing materials you need  |  make direct mail work for you  |  how to use ‘warmed-up’ telemarketing  |  content marketing types and tips  |  write your way to expert status    |  71 places to find new clients  |  awards can boost your reputation  |  are you newsworthy?  |  step-by-step: how to make newsletters work for you  |

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

an after-action review is a fantastic process to help you look back at a project or period of your business to see what, why, and how things occurred and how they can be improved for the future. taking a profit-focused view will help you get the most out of the idea.

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change overload: 5 simple coping strategies

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master the change around you with some healthy new habits. 

by sandi leyva
the complete guide to marketing for tax & accounting firms

this busy season brought with it massive changes in tax laws, form layouts, technology, and client confusion. if all this change seems to be a bit much, you’re not alone.

more from sandi leyva: 39 advisory services for accountants  |  mix and match marketing channels  |  marketing materials 201: some advanced tips  |  testimonials: why and how  |  10 marketing materials you need  |  make direct mail work for you  |  how to use ‘warmed-up’ telemarketing  |  content marketing types and tips  |  write your way to expert status    |  71 places to find new clients  |  awards can boost your reputation  |  are you newsworthy?  |  step-by-step: how to make newsletters work for you  |

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

handling change requires extra energy and resources that our brains would rather not use, causing a struggle within ourselves.

as you move from the april 15th deadline to working on your pile of extensions, here are some tips to reduce the feeling of overwhelm and better manage your energy and productivity.

everyone is different when it comes to the amount of change they can tolerate. use these five tips to help you master the change around you.

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data divers profile taxpayer filing styles

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understanding retail, software & online tax service users.

by 卡塔尔世界杯常规比赛时间

with options like retail walk-in tax prep, software services, or online filing, how do taxpayers decide? the data scientists at the consumer research agency exponential.com dove into the data to uncover the factors that may make someone more (+%) or less (- %) likely to utilize one of three common filing methods. read more →

2 ways the eitc error rate is high

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line graph
source: national taxpayer advocate annual report to congress 2018 [click for larger image]

and 6 contributing factors.

by 卡塔尔世界杯常规比赛时间 research

the earned income tax credit is considered one of the most efficient federal programs for sustaining people with inadequate income. part of the eitc’s efficiency results from the lack of an intermediary checking the qualifications of those who receive it.

more: who’d like a friend in the irs? | hello, irs? anybody home? | tax season 2019 serves up a taste of the future | the demise of schedule a? | tax refund fury roils busy season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the tax return itself is the application for eitc. there is no other process, no pre-return vetting, no social workers. the closest thing to an intermediary is the tax preparer who makes sure the correct income is reported and the correct forms filled out.
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refund amounts remain lower than 2018

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data chart
cumulative through week ended march 29

tax pros handling 54.3% of e-filings, down 2 points from year ago.

by beth bellor
卡塔尔世界杯常规比赛时间 research

the pace of 2019 remains behind that of 2018 on most counts as the tax season stumbles to a close.

more: who’d like a friend in the irs? | hello, irs? anybody home? | tax pro e-filing off 2.7% from last year’s pace | tax professionals file 38 million returns | refunds still up, but only by 0.7%
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the irs had received 92.9 million individual income tax returns as of the week ending march 29, the last data available, down 1.4 percent from the same period last year. it had processed 90.3 million returns, down 2 percent.
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