busy season prep: 12 essential checklists

more than 50 items to get off to a good start.

卡塔尔世界杯常规比赛时间 research

planning for tax season is an important step in both optimizing profits and managing the professional liability risk associated with providing tax services,. pre-tax season training of personnel and proactive review of administrative procedures will improve efficiency through april 15th and beyond. 

part 1. what to do now… before the big rush

  • 4 ways to help clients prepare
  • 5 steps to review e-file requirements and processes
  • 4 ways to update engagement letter processes
  • 3 must-do’s to review client acceptance and continuance procedures
  • 8 steps to prepare the firm for tax season
  • 5 ways to help staff prepare for tax season

part 2. what to do during busy season

  • 11 items to cover in a pre-tax season staff meeting
  • 15 things to include in a control log
  • 4 things to remember when testing tax software
  • 8 things every tax preparer should do for each client
  • 4 ways to better plan for deadlines
  • 2 keys to survival

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get paid faster this tax season

stamp paid - 3dstart now with the right mindset.

by ed mendlowitz
tax season opportunity guide

tax season is a business and businesses need to be paid. it is harder to justify prices when providing services rather than products. products are usually priced before delivery while many times services are priced after delivery, i.e. performance.

many accountants price returns before they are worked on, usually basing the fee on last year, or a rate schedule. sending a bill with the return establishes the relationship that you should be paid promptly for the work done.

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new tax advice: what clients need now

16 hot topics for tax planning – all billable.

by ed mendlowitz
the practice doctor

it seems all anyone is talking about these days is the new tax act. for over a year i have been posting a tax blog every four weeks on www.bottomlineinc.com. so now there are more than a dozen.

use the titles below to select what you are interested in, and i am sure you will get some valuable information you could use with clients.

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the first thing you need to know for success in the tax business

and it’s not about how to do taxes.

by chauncey hutter jr.
real tax business success

here’s a secret that the vast majority of tax professionals get wrong. (in fact, it’s true of most every struggling small business on the block.) selecting the “right or wrong” target market can be the single most important factor which determines success or failure.

meet chauncey hutter live and in-person at the real tax business success summit, orlando, fla. june 7-9 (save $200 as a 卡塔尔世界杯常规比赛时间 reader)

marketing means: market first, message second, and media third, in that order. (and the order is important.) the market is critical. it’s the number one concern. if you don’t get it right, the rest of your promotion won’t matter. (you might as well save your money and go home.)

you see, if you don’t have the right market, but your advertising message is outstanding and the media you choose is the most cost-effective in the world, you’ll still lose money.) if they don’t want what you got, it just doesn’t matter what you tell them, how often you tell them or even how you tell them.

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busy season 2018: how good can it get?

join the survey. get the results.

more work, more clients, more fees, more profits. so who’s complaining?

by rick telberg
卡塔尔世界杯常规比赛时间

despite beginning in chaos and uncertainty with the biggest tax-law change in three decades, busy season 2018 may go down as a banner year in the books for the tax profession – one of the best ever, according to the annual 卡塔尔世界杯常规比赛时间 busy season barometer.

scroggs

kathy j. scroggs, of scroggs & associates in montecito, calif., says, “my team is working like a well-tuned grand piano.”

almost half of all cpas report a busy season better than last year, with more work and higher profits. additionally, two-thirds cite gains in revenue and in the number of clients.

one tax practitioner, reporting a “much better year,” is riding a wave of shifting clientele. “i’m having more people coming in to prepare and use e-file, more than last year,” he tells 卡塔尔世界杯常规比赛时间, “especially new business owners opening llcs.”

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diyers outpace pros in e-filing growth rate

chart of irs filing data for week ending april 6, 2018refunds remained down in number and total amount.

by beth bellor
卡塔尔世界杯常规比赛时间

with 11 days left in the busy season, the pros were struggling to keep their share of e-filings.

more on tax season: pros filing 55% of e-returns | percentages don’t tell whole irs filing story | tax pros keep edge in e-filings | david bergstein on tax season | 10-step sec. 199a deduction checklist for tax practitioners | tax accountants fill the breach of a failing irs
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as of april 6, the latest data available, the irs had received 103.8 million individual income tax returns, up 0.1 percent from the same period the previous year. it had processed 101.1 million of them, also up 0.1 percent.
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