busy season management

five questions you need to ask tax clients today

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checklist: tax-time client needs assessments and referral generation.

by rick telberg
卡塔尔世界杯常规比赛时间

get a read on the busy season. join the survey; get the results
benchmark your busy season. join the survey; get the results.

busy season may be hectic and the hours may be long, but if you’re not making time to get to know your clients better, then you’re missing an opportunity that may not come again for another year.

more tax season: when clients face ‘unreal’ irs audits  |  irs warns about private debt collectors for tax season 2018  |  underfunded irs swamped with problems  |  2018 tax filing season begins jan. 29  |  2018 tax season: the race to be ready  |  the irs tip 10 list for choosing a tax pro   |  new ebook: maximizing sec. 199a deductions

browse more at 卡塔尔世界杯常规比赛时间’ taxtrendlines.com

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by then, a competitor may have beaten you to the punch.
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a cpa goes into a pet shop to buy a parrot…

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a little tax humor for busy season, as collected, curated and refined by robert e. mckenzie. enjoy!

  • it’s not that we can’t fill out a simple tax return. the problem is that in so many cases, a simple tax return simply doesn’t exist.

– anderson independent mail, 1-25-12

  • love, sex, and the i.r.s are three things that will always be with us.

– dave howell, the morning call, 3-30-15

  • it’s always sunny the day after tax season, regardless of the weather.

– kurt schneider, cpa 4-20-17

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tax prep services slash 10,000 jobs as busy season begins

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even as headcounts rise at cpa firms.

by beth bellor
卡塔尔世界杯常规比赛时间

employment figures in accounting are running hot and cold, with new highs seen in earnings overall, for staff and at cpa firms, as well as in cpa firm employment.

more on jobs: all staffed up? new tax prep hiring stalls on eve of busy season | hiring and pay trends in tax & accounting | what’s the profession going to do with 79,000 new accounting graduates? | tax & accounting salaries increase 2.8% | regional cpa firms go head-to-head with big four in talent wars
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tax preparation, meanwhile, is bleeding jobs in the double digits.

in this report, 卡塔尔世界杯常规比赛时间 analyzes:

  • current hiring trends in each of the bookkeeping, payroll, tax and cpa segments of the profession,
  • average hourly earnings for each segment,
  • average hours worked per week by segment and
  • trends regarding women in the accounting workforce.

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irs #fails at online services spell problems for professionals

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unintended consequences: pushing low-end taxpayer-clients to tax professionals.

by rick telberg
卡塔尔世界杯常规比赛时间

online accounts at the irs are a good idea, but maybe not as good as the irs would like to think – certainly not as good as a qualified tax preparer.

special report – fixing the irs: irs #fails at online services spell problems for professionals | tax accountants fill the breach of a failing irs | beware the ez way out | can the irs improve its phone service? | when clients face ‘unreal’ irs audits | irs warns about private debt collectors for tax season 2018  | underfunded irs swamped with problems | irs in retreat from communities | military personnel face new battles at home: the irs | as new economy surges, irs falls further behind | is the irs winning the battle against identity theft? | irs mulls raising fees to cover budget shortfalls  |

more at taxtrendlines.com

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the taxpayer advocacy service has long called for online accounts. in 2016 they became a reality. unfortunately, for many, it has been a painful reality.

the migration toward online assistance – ideally automated online assistance – is a product of the severe budget cuts the irs has suffered. the service can’t afford personnel to man the phones or keep taxpayer assistance centers open.

but the budget cuts did not mandate a cut in the taxpayer bill of rights. taxpayers still have a legal right to quality service, confidentiality and a fair, just tax system.

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can the irs improve its phone service?

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by rick telberg
卡塔尔世界杯常规比赛时间

when the internal revenue service launched its “future state initiative” in 2016, it promised a new and admirable level of service. from then on, taxpayers could expect the same level of service when dealing with the irs as they get from a financial institution or a retailer. or, so it seemed.

special report – fixing the irs: irs #fails at online services spell problems for professionals | tax accountants fill the breach of a failing irs | beware the ez way out | can the irs improve its phone service? | when clients face ‘unreal’ irs audits | irs warns about private debt collectors for tax season 2018  | underfunded irs swamped with problems | irs in retreat from communities | military personnel face new battles at home: the irs | as new economy surges, irs falls further behind | is the irs winning the battle against identity theft? | irs mulls raising fees to cover budget shortfalls  |

more at taxtrendlines.com

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such brave words for a brave new world of tax collection! alas, the promise of better service has not combined well with congressional cuts to the irs budget. the brunt of those cuts is felt at the interface of frustrated taxpayers and stretched-thin irs agents.

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when clients face ‘unreal’ irs audits

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irs adopts confusing, misleading terminology. but it’s all very real.

by rick telberg
卡塔尔世界杯常规比赛时间

tax professionals and accounting firms need to be aware that their clients may face two kinds of internal revenue audits: real and unreal.

really.

special report – fixing the irs: irs #fails at online services spell problems for professionals | tax accountants fill the breach of a failing irs | beware the ez way out | can the irs improve its phone service? | when clients face ‘unreal’ irs audits | irs warns about private debt collectors for tax season 2018  | underfunded irs swamped with problems | irs in retreat from communities | military personnel face new battles at home: the irs | as new economy surges, irs falls further behind | is the irs winning the battle against identity theft? | irs mulls raising fees to cover budget shortfalls  |

more at taxtrendlines.com

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and it’s the “unreal” audits that are going to become more common. read more →

underfunded irs swamped with problems

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olson talking budget cuts on c-span

not a good way to start tax season 2018.

by rick telberg
卡塔尔世界杯常规比赛时间

an angry and frustrated national taxpayer advocate nina e. olson has slammed congress hard in the taxpayer advocate service 2017 annual report to congress. after a series of irs budget cuts over the last several years, olson says she sees the daily consequences of reduced funding and the choices made by the agency in the face of funding constraints.

special report – fixing the irs: irs #fails at online services spell problems for professionals | tax accountants fill the breach of a failing irs | beware the ez way out | can the irs improve its phone service? | when clients face ‘unreal’ irs audits | irs warns about private debt collectors for tax season 2018  | underfunded irs swamped with problems | irs in retreat from communities | military personnel face new battles at home: the irs | as new economy surges, irs falls further behind | is the irs winning the battle against identity theft? | irs mulls raising fees to cover budget shortfalls  |

more at taxtrendlines.com

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“funding cuts have rendered the irs unable to provide acceptable levels of taxpayer service, unable to upgrade its technology … and unable to maintain compliance programs that both promote and protect taxpayer rights,” olson says in her preface to the annual report.

“‘shortcuts’ have become the norm, and ‘shortcuts’ are incompatible with high-quality tax administration,” says olson, describing her agency as swamped with problems and inadequacies.

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bowman webinar: inside the irs financial analysis handbook

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click for details

卡塔尔世界杯常规比赛时间 expert author sets sessions for dec. 16, 20 and 21.

join 卡塔尔世界杯常规比赛时间 expert and best-selling author jassen bowman for three sessions in three days, covering how the irs analyzes a taxpayer’s financial condition and the questions the irs often asks.

this is an online class that meets for a total of 6 cpe hours over the course of three days – dec. 19, 20, & 21 –  from 2 pm to 3:40 pm et (11am-12:40 pm pt) each day.

register here

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checklist: following up after tax season

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stacks of papers on the corner of a desklay the foundation for work you didn’t have time to do earlier this year.

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

if you were paying attention during tax season, you likely picked up on other services your clients might need.

more on marketing: advertising done right | 12 branding tips | structuring partnership and buy-sell agreements | the 64-point business startup checklist | how to offer second opinions | how to offer employment compensation assistance | basic budgeting for clients | guiding heirs | add new revenues with tax prep follow-ups
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here is a checklist of 15 possible additional services, plus a form to track your follow-up.
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when tax filing season is over, what’s next?

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woman ladder binoculars city view outlook vision success climb adobestock_57204649.jpegno more ‘off-season!’ seven post-season tactics for building income streams year-round.

by jassen bowman
tax resolution systems

after one tax season ends and another begins, it’s time to turn your attention to business planning for the rest of the year.

more by jassen bowman: how to end the tax revenue roller coaster with a four-season practice model  |    how to turn routine cpe into a new marketing opportunity  |  more

 

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you do need to start planning ahead for what your business will look like for the rest of the year.

if you fail to plan ahead for the post-filing season, then you may suddenly find yourself wondering, “what now?”

here are some things to consider when it comes to your post tax season planning:

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h&r block lagging behind last year

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h&r block

down 7% so far this tax season. market share up.

by 卡塔尔世界杯常规比赛时间

h&r block reports that its pace of filing is down from the year-ago period, but not as much as the rest of the industry.

more tax season data: pro e-filing own 10%  |  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.com

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h&r block return volume outperformed industry results when compared to irs data reported through february 24. market share gains were realized in both the assisted and diy categories. in the assisted category, h&r block outperformed the industry with a decline of 8% compared to the irs reported decline of 13%. in the diy category, h&r block outperformed the industry with a decline of 5% compared to the irs reported decline of 8%. while overall industry and company volume is expected to improve during the second half of the tax season, company performance relative to the industry is expected to moderate given the conclusion of its free federal 1040ez and refund advance promotions on february 28.

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