busy season management

should the irs go down in history?

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stock image of businessman pushing a giant stack of documents isolated on white background3 reasons an agency historian would be a good idea.

by 卡塔尔世界杯常规比赛时间 research

karl marx may have been wrong about workers rising up against their capitalist overlords, but he was right in observing that much of history can be explained by economics.

more: 5 easy ways that congress could fix tax collection | 4 ways to fix irs collections | taxpayers deserve better receipts | what’s the real impact of irs audits?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if history and economics go hand in hand, it makes sense  that the internal revenue service, an entity through which trillions of dollars pass in a constant flow, should have an in-house historian. its policies, programs, decisions, managers, records, cases, controversies and artifacts are an important part of american and world history – but only if they survive for historical analysis.
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3 ways to improve irs levies

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hand drawing a rainbow-colored 3because common sense isn’t always common.

by 卡塔尔世界杯常规比赛时间 research

there’s a rumor that the pillared citadel of the internal revenue service on constitution avenue has a secret room where no one ever goes. it’s the largest room in the building, yet empty save for distant echoes in the dark. the room has a name. it’s called the room for improvement.

more: how the irs abuses ‘math errors’ | taxpayers deserve better receipts | troubles with irs private debt collection | what difference does one word make? | what’s the real impact of irs audits? | data divers profile taxpayer filing styles
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ok, that’s an exaggeration. the irs is constantly improving, at least when congress gives it the funds to do so.

but that doesn’t mean the room isn’t there.
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how to create good managers

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young woman lying on the desk at office and holding magic wand in her handyour deadline is april 5, not april 15. here’s why.

by frank stitely
the relentless cpa

good managers are a special breed. they possess that most valuable, difficult and rare of skills – the ability to review others’ work.

more: 4 tips for managing advanced preparers | 3 tips for handling rookie tax preparers | some uncommon advice on hiring full-time staff | what goes into a client project? | value pricers ignore half the pricing puzzle | cpas can’t help you | the agile accountant
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review skills require deep technical knowledge combined with an extraordinary attention to detail. and that’s not all. they need dazzling communication skills to be able to deliver criticism gently.
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the #1 problem: staffing, staffing, staffing

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client

smallest firms plagued most by growing tax complexity. 

via aicpa

staff recruitment remains the top issue for most cpa firms, while growing tax complexity and risk management regarding privacy and data security are rising challenges, new research by the aicpa shows.

today’s best talent, career, and growth strategies
join the survey: get the answers.

“finding qualified staff” is the no. 1 issue for every firm-size segment except sole practitioners, according to the 2019 pcps cpa firm top issues survey, matching the topline results from the last survey two years ago.

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3 tips for handling rookie tax preparers

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… and 4 challenges.

by frank stitely
the relentless cpa

how do you train up newly-hired tax preparers?

more: how to hire and manage great admin staff | the right way to assign staff projects | workflow for dummies | how effective project management makes your life easier | 2 lessons clients taught me | no consultant can solve your biggest problem | the great marketing hoax
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hint: don’t start with taxes. read more →

how to hire and manage great admin staff

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businesswoman shaking hands with someone out of view3 key points to remember.

by frank stitely
the relentless cpa

you can divide staff into four categories: administrative, entry-level preparer, advanced preparer and manager.

more: the right way to assign staff projects | some uncommon advice on hiring full-time staff | what goes into a client project? | value pricers ignore half the pricing puzzle
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i’m tempted to state that administrative employees are the most important people in your firm. i won’t go quite that far, but your administrative staff are every bit the face of your firm that you are.
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troubles with irs private debt collection

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businessman sitting in office chair, covering his face with his handthe irs listed 6 risks. the gao found 10 more.

by 卡塔尔世界杯常规比赛时间

here’s a curious situation: the internal revenue service of the wealthiest nation on earth, with all its power to collect taxes – be it by withholding, by a polite letter of request, by slapping somebody’s assets with a lien, by knocking on a delinquent’s door – sometimes the irs can’t afford to collect back taxes.

more: what difference does one word make? | what’s the real impact of irs audits? | tough lessons from tax season | why shouldn’t all tax practitioners need licenses? | data divers profile taxpayer filing styles | salary survey shows pay for tax professionals | fixing the tax system: accountants sound off | the big free-file flop
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when it can’t, it gives the power and privilege to a private debt collection (pdc) agency.
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tax pro efilings down for 2019, irs reports in final tally

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data chart

taxpayers’ average refund cut by 2.7%.

by beth bellor

as most americans’ tax filing deadline came and went, the number of refunds was up but the average amount was down.

more: tax filings: everything up but refunds | what’s the real impact of irs audits? | why shouldn’t all tax practitioners need licenses? | fixing the tax system: accountants sound off | hello, irs? anybody home? | tax season 2019 serves up a taste of the future | the demise of schedule a? | tax refunds up 1.7%
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the irs had received137.2 million individual income tax returns as of the week ending april 19, the latest data available. it had processed 130.8 million returns; both figures were up by 0.2 percent from the same period in 2018.
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tough lessons from tax season

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how to conduct an after-action review for a better season next year: 8 essential questions, 11 new opportunities.

by sandi leyva
the complete guide to marketing for tax & accounting firms

now that the initial tax deadline is past us, it’s a good time to take a look back to see how things went and how they can be done better. this is called an after-action review, and it’s not the same as a de-brief or a post-mortem. it’s a great tool for large companies, and small businesses can benefit too.

more from sandi leyva: change overload: 5 simple coping strategies |  39 advisory services for accountants  |  mix and match marketing channels  |  marketing materials 201: some advanced tips  |  testimonials: why and how  |  10 marketing materials you need  |  make direct mail work for you  |  how to use ‘warmed-up’ telemarketing  |  content marketing types and tips  |  write your way to expert status    |  71 places to find new clients  |  awards can boost your reputation  |  are you newsworthy?  |  step-by-step: how to make newsletters work for you  |

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

an after-action review is a fantastic process to help you look back at a project or period of your business to see what, why, and how things occurred and how they can be improved for the future. taking a profit-focused view will help you get the most out of the idea.

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change overload: 5 simple coping strategies

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master the change around you with some healthy new habits. 

by sandi leyva
the complete guide to marketing for tax & accounting firms

this busy season brought with it massive changes in tax laws, form layouts, technology, and client confusion. if all this change seems to be a bit much, you’re not alone.

more from sandi leyva: 39 advisory services for accountants  |  mix and match marketing channels  |  marketing materials 201: some advanced tips  |  testimonials: why and how  |  10 marketing materials you need  |  make direct mail work for you  |  how to use ‘warmed-up’ telemarketing  |  content marketing types and tips  |  write your way to expert status    |  71 places to find new clients  |  awards can boost your reputation  |  are you newsworthy?  |  step-by-step: how to make newsletters work for you  |

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

handling change requires extra energy and resources that our brains would rather not use, causing a struggle within ourselves.

as you move from the april 15th deadline to working on your pile of extensions, here are some tips to reduce the feeling of overwhelm and better manage your energy and productivity.

everyone is different when it comes to the amount of change they can tolerate. use these five tips to help you master the change around you.

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data divers profile taxpayer filing styles

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understanding retail, software & online tax service users.

by 卡塔尔世界杯常规比赛时间

with options like retail walk-in tax prep, software services, or online filing, how do taxpayers decide? the data scientists at the consumer research agency exponential.com dove into the data to uncover the factors that may make someone more (+%) or less (- %) likely to utilize one of three common filing methods. read more →