tax pros handling 41% of e-filings.
by beth bellor
refunds, the one bright spot of the 2025 tax season so far, have dropped, and not just a little – 31 percent and more.
exclusively for pro members. log in here or 2022世界杯足球排名 today.of course the irs has an explanation. it’s a plausible one and, as usual, tied to timing.
the good news: they’re preventable.
by ed mendlowitz
tax season opportunity guide
here are the top 12 tax return preparation errors:
exclusively for pro members. log in here or 2022世界杯足球排名 today.
and two steps to protect taxpayers.
by 卡塔尔世界杯常规比赛时间 research
true tales about the busy season.
by frank stitely
the relentless cpa
your first role as ceo is chief strategist. that means putting the right people in the right roles with the right resources.
your second role is trainer and coach. this role is closely related to your role as chief strategist. you can’t put the right people in the right positions without the right people. this second role is about creating and keeping the right people.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
unfortunately, few of the people you hire will be the right people immediately. you have to grow them. they aren’t necessarily slackers or stupid. they have never worked in a forward-looking, well organized firm like yours. if you have made it this far through our discussions, you are well on your way to creating an extraordinary firm.
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measurements need to be refined.
by 卡塔尔世界杯常规比赛时间 research
personal touches matter.
by ed mendlowitz
tax season opportunity guide
clients are not numbers on a list that needs to be reduced. they are all individuals and consider themselves very important people and want professionals who treat them accordingly.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
it is attitudinal and accountants must adopt that mindset and transmit that through to their culture. so you need to know when it’s essential to pick up the phone.
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look for silver linings in tough situations.
quick tax tip
with art werner
cpe today
with tax season in full swing, many accountants are deep in the trenches, sorting through clients’ paperwork and preparing returns. while proactive tax planning is ideal, there are still opportunities to help clients optimize their tax situation—even in february and march.
tax expert art werner stresses that while year-end planning is crucial, tax professionals can still take strategic steps to ensure clients don’t overpay.
“sometimes, we have to make the best of bad situations,” werner explains. “if something unexpected happened to a client—whether it’s a financial loss, a major expense, or a shift in income—there may be ways to maneuver the tax code to lighten the load.”
most other tallies are down by around 7 percent.
by beth bellor
once again, refunds are up and everything else is down in the world of individual income tax returns.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
at the close of the second week of tax season, the irs had received 23.6 million returns, down 7.7 percent from the same week in 2024. it had processed 23.5 million returns, down 7.6 percent, which includes returns received in 2024 or 2025 and processed this year.
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not this time of year.
by frank stitely
the relentless cpa
a well-known practice management expert, whom i greatly respect, advises cpas to never tell clients that you don’t have time for them. i disagree with the never part. you know how it starts. on march 25th, the call comes in.
“i know you’re busy but …”
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a request follows that could most certainly wait until after tax season. you are hip deep reviewing all the personal tax returns that got stuck in process while you climbed out of the march 15th corporate tax ditch.
“i need to know if i’m paying unemployment taxes to the right states. i think i should be paying taxes to the people’s republic of california, but i’m not. i’ve been paying unemployment taxes to uzbekistan instead.”
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and slow isn’t all that’s wrong.
by 卡塔尔世界杯常规比赛时间 research
help them prepare for what’s to come.
join the busy season barometer. get the results.
by 卡塔尔世界杯常规比赛时间 research
accountants sound worried. when the 2025 busy season barometer survey asked if anyone had advice on how small businesses should prepare for the next 12-18 months, almost half took the time to respond.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
here’s a list of some of the more meaningful responses. which would apply to your clients? which should you share with them?
___ figure out which labor-intensive functions they can automate asap. (andrew schwartz)
___ take advantage of near-term opportunities with post-tax cuts and jobs act legislation (as they become clearer) and provide services/planning for more probable changes in taxes/economy for 3-5 year, 5-10 year and 10 year+ timeframes. (anthony aleta) read more →
a handy reviewer’s checklist.
by ed mendlowitz
tax season opportunity guide
client ________________________ year _____
prepared by ___________________ date _____
exclusively for pro members. log in here or 2022世界杯足球排名 today.notes: 1) the term “owners” will be used to refer to stockholders, partners or members, as the case may be. 2) even though “trial balance” is used in this checklist, you can use the company’s financial statements if those were what were used for the preparation of the tax return, or computer-generated statements.
following is a suggested checklist of things for the reviewer to consider:
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