tax season

tax refund totals up 4%

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data table

 

electronic filings take a dip.

by beth bellor

in the last days of tax season 2025, processed returns and e-filings by tax professionals both slipped back into the negative.

more: refunds up 5% as tax returns top 100 million | tax pros rev up filing pace as diyers lag | tax returns nearly match 2024 rates | tax pros edge diyers in e-filings | tax refund totals up 7% | tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
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as of april 11, the internal revenue service had received 117.6 million individual income tax returns, down 1.7 percent from the same period in 2024. it had processed 116.3 million returns, down 1.5 percent.
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tax pros rev up filing pace as diyers lag

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data chart

 

the irs changes how it tallies website traffic.

by beth bellor

tax professionals have held the e-filing edge over diyers this season, and now they’ve surpassed their own 2024 rate for the first time.

more: tax returns nearly match 2024 rates | tax pros edge diyers in e-filings | tax refund totals up 7% | tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the irs received 89.6 million individual income tax returns, down 0.8 percent from the comparable period in 2024 ending march 28. it processed 88.5 million returns, down 0.3 percent. tax professionals are holding on to a half-point lead in market share over diyers, with about 51.3 percent of total returns filed so far this year against 51.8 percent a year ago. read more →

tax returns nearly match 2024 rates

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data table

refunds still are the only positives.

by beth bellor

tax season grinds on and the number of returns is about the same as last year, according to the internal revenue service.

more: tax pros edge diyers in e-filings | tax refund totals up 7% | tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the agency had received 79.6 million individual income tax returns as of march 21 – the latest data available – down 1.1 percent from the same period in 2024. it had processed 78.7 million returns, down 0.7 percent.
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tax pros edge diyers in e-filings

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table of irs filing data

refunds average around 5 percent over last year.

by beth bellor

can you say paperless? only 2.7 percent of individual income tax returns come into the internal revenue service by paper anymore, and only 3 percent of refund recipients request paper checks.

more: tax refund totals up 7% | tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.     

 

the agency received 70.4 million individual income tax returns as of march 14 – the latest data available – down 1.7 percent from the same period in 2024. it processed 69.6 million returns, down 1.4 percent.
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raise your rates to change your clientele

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portrait of loren fogelman
fogelman
 loren fogelman, founder of business success solution, is an expert in pricing strategy and sales for accounting firms. a sought-after keynote speaker, she is continually listed among america’s top-ranked business coaches.

the fees you charge make a statement about your firm.

by loren fogelman
the holistic guide to wealth management

setting your fees appropriately is one of the primary challenges that accounting professionals face. according to mckinsey, 80 to 90 percent of services are priced too low. throughout my career, i too have found that most firm owners don’t know how much to charge for their services – and too often they undercharge.

more: pursue excellence to win the battle for talent | leverage ai to grow and protect revenue: six steps | how wealthtech is reshaping the future of holistic advice | seven tech keys to a holistic service model | four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision | what multiples mean to accounting firms
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

many firm owners tell me that setting fees can feel like tiptoeing through a pricing minefield. and pricing shouldn’t be taken lightly. this is especially true for wealth management services. the prices you set today will impact your firm’s profit margin as well as your growth for years to come.
read more →

tax refund totals up 7%

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data table

individual amounts are up 5 percent.

by beth bellor

winter is fading away but busy season remains with us.

more: tax pros handle 46% of e-filings | tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

as of march 7, the latest data available, the internal revenue service had received 61.4 million individual income tax returns, down 2.1 percent from the same period one year ago. it had processed 60.8 million returns, down 1.8 percent.
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tax pros handle 46% of e-filings

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table of tax return data

individual refunds are up 6 percent.

by beth bellor

busy season is rolling along pretty much as usual.

more: tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

as of feb. 28, the latest data available, the internal revenue service had received 52.4 million individual income tax returns, down 3 percent from the same period in 2024. it had processed 51.8 million returns, down 2.7 percent.
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tax refund totals up 10%

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tax pros hold 44 percent of the market, one-half percentage point less than a year ago.

by beth bellor

for the first time this busy season, the irs is reporting not just refund numbers and average amounts but also the total amounts refunded. it’s good news: up 10 percent for both total and direct deposit refunds.

more: tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

as of feb. 21, the most recent data available, the agency had received 42.7 million individual income tax returns, down 4.2 percent from the same period in 2024. it had processed 42.4 million returns, down 3.8 percent.
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what cpa firms could do better

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businessman looking thoughtful

survey respondents have specific suggestions.

by 卡塔尔世界杯常规比赛时间 research

people at cpa firms generally think their practice is pretty effective at meeting its objectives with consistency over time.

but only 5 percent think their firm’s doing a great job. and about that many think their firm’s doing a somewhat lousy job.

more barometer: survey: which client industries will grow this year | tax preparers share advice for your clients | staffing, tech, prices top tax pros’ concerns | tax pros gear up for a better busy season | tax season 2025 begins. ready or not.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the 2025 busy season barometer is finding that on a scale of 1 to 10, 45 percent of respondents would rate their firm at an 8 or better, and another 25 percent give their firm a so-so 7.
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tax refunds plummet, but no worries

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data table
* total tax returns processed includes returns received in the prior or current year and processed in 2025. # total refunds issued represents refunds for returns received and processed in 2025, which reflects current year returns only. however, the number of direct deposit refunds represents refunds for both current and prior year returns processed in 2025, which makes this figure larger than the “total number of refunds” listed for the current year.

 

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.

more: tax refunds up 18% early on | first tax filing reports are in
goprocpa.comexclusively 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.

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tax refunds up 18% early on

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data chart

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.

more: first tax filing reports are in
goprocpa.comexclusively 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.
read more →

survey: which client industries will grow this year

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business hand holding hot chart in crystal ball

respondents tell us what they’re watching. does it match what you’re seeing?

join the busy season barometer. get the results.

by 卡塔尔世界杯常规比赛时间 research

it looks like 2025 is going to be a year of obstacles (a.k.a. opportunities), instability (change), potential (good and bad) and surprises (just wait) – not just for the accounting industry but for the industries of its clientele. and the biggest opportunities for accountants will be in their most successful clients.

more barometer: tax preparers share advice for your clients | staffing, tech, prices top tax pros’ concerns | tax pros gear up for a better busy season | tax season 2025 begins. ready or not.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

where will growth occur? the 2025 busy season barometer is asking, and 卡塔尔世界杯常规比赛时间 members are answering. here’s where they’re telling us to expect growth:
read more →