your tax season success plan starts here, now

hayden

now that everyone has (hopefully) had time to recover, there are four important steps to take to help next tax season go as smooth as possible

by christopher hayden
managing partner, hayden nelson & yoder

christopher hayden, cpa, cma, cgma is the managing partner of hayden nelson & yoder, a cpa firm based in pennsylvania, at hnycpas.com.

to avoid sugar-coating it, tax season is stressful. long work hours, back-and-forth with clients and mountains of documents can keep accounting professionals in the office for 20 or more additional hours each week. and this tax season felt extra-stressful with all the tax law changes, not to mention explaining to clients who had huge capital gains why they owed taxes.

but once the busy tax season is over, it’s time to review processes and take action to help the remainder of the year go smoothly.

more: civility goes a long way | don’t overlook office relationships | how to deliver authentic value | why deadlines get missed | five reasons you’re not swot-ready | are you productive or just busy? | accounting is a profession, not an industry
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

before that, allow a few weeks to:

  • rest
  • relax
  • recover

make sure to give team members a pat on the back, especially if it’s their first time going through the madness of tax season or they went above and beyond this year.

however, once everyone has recovered enough, it’s time to go through the following steps: