tax

with 4 days left, tax stats were still down

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chart of irs filing data for week ending april 14, 2017
[click for larger image]

pros move ahead in e-filings.

by beth bellor
卡塔尔世界杯常规比赛时间

with only days left to go in the 2017 tax season, the internal revenue service still was seeing most statistics land below 2016 levels.

more tax season data: refunds edge up as tax season winds down  | tax refunds catching up to last year | tax professionals accelerate filing pace as busy season heads for the home stretch | individual tax filings still lag behind 2016 | tax pros filing only 51% of e-returns | tax refunds up slightly | tax filings data looking less squirrely | tax return filings still lag, but pros hold 57% of market | tax filings down, but irs blames the calendar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

according to data from the week ending april 14, the latest available, the only figures on the positive side remained total refunds and average refund per taxpayer.
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refunds edge up as tax season winds down

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irs filing statistics for week ending april 7, 2017

pros hold on to 57% of e-filings.

by beth bellor
卡塔尔世界杯常规比赛时间

the nationwide refund pool crept into positive territory, joining average refunds as the only statistics on the plus side.

more tax season data: tax refunds catching up to last year | tax professionals accelerate filing pace as busy season heads for the home stretch | individual tax filings still lag behind 2016 | tax pros filing only 51% of e-returns | tax refunds up slightly | tax filings data looking less squirrely
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the data are for the week ending april 7, the latest available.
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individual tax filings still lag behind 2016

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chart of irs data for week ending march 17, 2017
data for week ending march 17, 2017

more e-filings handled by pros, but not by a large margin.

by beth bellor
卡塔尔世界杯常规比赛时间

how much difference can four days make? or are there other issues?

more on tax season: five ways to protect clients from ‘the sleazy six’ tax season scams | four common errors in form 1098-t | taxes: beyond income to gas and more | readers sound off: what tax season decline? | five-point action plan for turning tax scam threats into new opportunities | liberty tax earnings down 48% | h&r block lagging behind last year
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most 1040 data remains on a downturn from 2016, with only refund amounts edging barely into positive territory.
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taxpayers tell how they really feel

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pie chart of when people plan to pay their taxes
^ when people plan to pay their taxes

they don’t like the irs, but they might get an irs tattoo to skip out on taxes.

by 卡塔尔世界杯常规比赛时间 research

let’s put the shoe on the other foot for a moment.

more on tax season: five-point action plan for turning tax scam threats into new opportunities | liberty tax earnings down 48% | h&r block lagging behind last year | tax pros filing only 51% of e-returns | tax refunds up slightly | tax filings data looking less squirrely | tax return filings still lag, but pros hold 57% of market | tax filings down, but irs blames the calendar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we know how accountants view tax season. but how about the average taxpayer?
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readers sound off: what tax season decline?

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some are busier than ever, while others report a change in clientele.

by beth bellor
卡塔尔世界杯常规比赛时间

our recent story, tax season half over but no one is celebrating, seemed to have some readers scratching their heads.

more on tax season: five-point action plan for turning tax scam threats into new opportunities | liberty tax earnings down 48% | h&r block lagging behind last year | tax pros filing only 51% of e-returns | tax refunds up slightly | tax filings data looking less squirrely | tax return filings still lag, but pros hold 57% of market | tax filings down, but irs blames the calendar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

join the busy season outlook survey. get the results.

filing statistics are down, according to the irs (which should know).
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tax season half over but no one is celebrating

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office worker spraying silly string on colleaguepros are gaining ground in e-filings.

by beth bellor
卡塔尔世界杯常规比赛时间

we’re halfway through tax season! woohoo, blow the party horns!

more tax season data: tax pros filing only 51% of e-returns | tax refunds up slightly | tax filings data looking less squirrely | tax return filings still lag, but pros hold 57% of market | tax filings down, but irs blames the calendar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

where’s your horn? you don’t seem to be celebrating. what up, dog?

filing statistics are down, and some of you aren’t shy about suggesting why.
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tax pro e-filing down 10%

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chart of irs filing data
[click for larger image]

refunds are the only figure tracking higher this year.

by beth bellor
卡塔尔世界杯常规比赛时间

the e-filing margin between tax professionals and self-preparers is narrowing. still, the pace of e-filing by tax professionals is running 10% behind the same time last year.

more tax season data: tax refunds up slightly | tax filings data looking less squirrely | tax return filings still lag, but pros hold 57% of market | tax filings down, but irs blames the calendar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as of march 3, the irs had received 61.1 million individual income tax returns, down 8.5 percent from the same period last year, although 2017 has had four fewer processing days so we’re comparing oranges to tangerines.
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guiding heirs

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two women talkingthey may not see the possible tax ramifications, but you can.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.

more on marketing: how and why to offer estate planning | what you need to start a financial planning discussion | tax projections: how and why | how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most times accountants are not the first ones clients call. usually the attorney is the first person and then a financial planner. we get involved after the fact to “record” the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.
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11 questions to ask every tax client

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question marksan easy way to introduce clients to additional services.

by ed mendlowitz
how to build a stronger tax practice

many times we have important preliminary discussions when we obtain a client’s tax information.

more on marketing: why cpas are suited to financial planning | tax projections: how and why | how to raise client awareness of services
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

skilled interviewing, or effective follow-up techniques, can make these into an additional engagement.

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cpe trends: busy season ends but not the focus on taxes

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merk
merk

practitioners gear up with business tax learning.

tooling up for 2017
join the survey; get the results.

by rick telberg
卡塔尔世界杯常规比赛时间 research

busy season is all about taxes, but according to a survey underway by 卡塔尔世界杯常规比赛时间, the ohio society of cpas and consultant michael ramos, practitioners are by no means putting taxes away for the year.

https://www.research.net/r/cpe16
join the survey; get the results

more cpe trends:  why some cpas are focusing on accounting & financial reporting this year  |  top cpe trends: how accountants are re-tooling for 2017  |  mike ramos on the training mindset: mapping firm attitudes to performance  |  ohio cpa society teams with 卡塔尔世界杯常规比赛时间 to improve cpe roi  |   ed mendlowitz on how to choose the right cpe  |  sandi leyva on three ways to make cpe work for you  |   ed mendlowitz on the six rules to get the most out of cpe  |   mike ramos on how to build a powerhouse learning team for your cpa firm  |  4 steps to get more from your training budget  |  how to manage cpe by the numbers  |  three tips for creating training metrics  |  high-impact learning: 4 ways to maximize cpe roi  |  four new cpa opportunities for the new economy

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

apparently, it’s the constant evolution of tax laws and loopholes that keeps tax prep professionals busy all year. diane merk, at one of clark schaefer hackett’s offices in ohio and kentucky, says, “i only do tax work and structure my cpe to that area,” and she adds that this year she’ll be needing to focus on “ohio’s potential new changes in the taxable of pass-through entities.”

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busy season 2016: why some have it worse

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picture1the factors that undermine an otherwise better busy season.

how was your busy season?
join the survey; get the benchmarks

by 卡塔尔世界杯常规比赛时间

according to the final results of the 卡塔尔世界杯常规比赛时间 2016 busy season survey, this has been a relatively good year…better than last year, anyway. a good 60 percent of respondents said 2016 was much better or somewhat better than 2015.

more busy season management:  better gets better. and worse gets worser | busy season 2016: topline survey results | accountants see economy improving… but mainly for themselves | tax season 2016: turning id theft from a problem into an opportunity  | lessons learned from a bad busy season | busy season 2016: more clients, fewer problems | busy season 2016: problem clients are causing big trouble | 12 ways to stress less this tax season | the dreaded ‘quick question’ | 40 other services your tax clients should know about | where workflow management runs off the rails | ready for tax season? not so fast | 8 ways to delight tax season clients | tax season management: multi-tasking is a myth | digital workflow systems make tax season easier | tax professionals find it increasingly difficult to keep up with late-changing tax regs | the new normal: a busy season that never ends | pro member exclusives: sign in or 2022世界杯足球排名 here

which, admittedly, isn’t saying much. last year was a bad year, a perfect storm of problems. it left 19 percent grousing about a “somewhat worse” busy season, another 3 percent saying it was “much worse.”

could 2016 really be worse than 2015, especially given that it was so much better for so many tax preparers? yep.

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