tax season

4 tips for managing advanced preparers

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purple no. 4 billiard ballgood project management software also helps.

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.

more: 3 tips for handling rookie tax preparers | how to hire and manage great admin staff | managing people: the heart of effective project management | tammy’s tale of tax season tardiness | beware the leeches and consultants | the 21st-century cpa firm | ruthlessly efficient workflow management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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.
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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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join the survey: get the answers.

“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 →

taxpayers deserve better receipts

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businesspeople standing atop 5 stacks of coinswant to know exactly where your tax dollars go? want to vote on it?

by 卡塔尔世界杯常规比赛时间 research

here’s an idea: taxpayers should get a receipt so they can see what they’re paying for.

more: troubles with irs private debt collection | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

actually, that’s already a thing, and it’s been in the internal revenue code since 1990.
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the one word that changed the irs

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//m.g005e.com/2019/05/09/what-difference-does-one-word-make/and why the irs now needs a new mission statement.

by 卡塔尔世界杯常规比赛时间

ten years ago, the internal revenue service changed a word in its mission statement.

more: 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 | fixing the tax system: accountants sound off | 2 ways the eitc error rate is high | who’d like a friend in the irs?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

before: “provide america’s taxpayers top quality service by helping them understand and meet their tax responsibilities and by applying the tax law with integrity and fairness to all.”

after: “provide america’s taxpayers top quality service by helping them understand and meet their tax responsibilities and enforce the tax law with integrity and fairness to all.”

the change was made without public discussion. it just appeared: subtle and quiet but deep and disturbing.

what’s the difference? attitude and approach. read more →

a desoto at the core of the irs

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technician checking something at data centerthree recommendations for overhauling irs tech.

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service runs a pretty good business. for every dollar invested in its budget, it rakes in $300 in federal revenue, an annual total of $3.5 trillion on a budget of $11.43 billion.

more: what’s the real impact of irs audits? | tough lessons from tax season | data divers profile taxpayer filing styles | hello, irs? anybody home? | wanna change the tax world? | the big free-file flop | the demise of schedule a? | survey: busy season goes sour | lessons learned: how the federal shutdown hit busy season 2019
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how odd, then, to find that the brains of the operation is a computer system that dates back to about 1960.
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what’s the real impact of irs audits?

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blue audit button on keyboardthree types, including one that some taxpayers don’t recognize as an audit.

by 卡塔尔世界杯常规比赛时间 research

according to harper’s magazine, more than half of all americans would rather be mugged than audited by the irs. and many americans don’t see much of a difference between the two events.

more: 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 | 2 ways the eitc error rate is high
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

and that’s a problem. because fear and loathing are not conducive to voluntary compliance.
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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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