{"id":110157,"date":"2023-04-10t13:59:23","date_gmt":"2023-04-10t17:59:23","guid":{"rendered":"\/\/www.g005e.com\/?p=110157"},"modified":"2024-08-07t23:09:26","modified_gmt":"2024-08-08t03:09:26","slug":"survey-busy-season-looking-good","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/04\/10\/survey-busy-season-looking-good\/","title":{"rendered":"survey: busy season looking good"},"content":{"rendered":"
\"\"
how’s your busy season so far?<\/strong> some 59% report better than last year, with 18% calling it “much better.”<\/figcaption><\/figure>\n

join the survey. get the results.<\/a><\/span><\/h4>\n

 <\/p>\n

\"\"<\/a>
launch survey here<\/a><\/span><\/figcaption><\/figure>\n

some are raising fees and trimming unprofitable clients.<\/strong><\/p>\n

by 卡塔尔世界杯常规比赛时间 research<\/em><\/p>\n

as we get close to the end of the tax season, tax pros are telling us that for the first time in years, things are going pretty well.<\/p>\n

more: <\/b>irs has big plans for its $80 billion<\/a> | can\u2019t irs tax pro accounts do more?<\/a> | on business outlook, cpas are confident \u2026 and concerned<\/a> | tax pros offer advice for small businesses<\/a> | busy season barometer finds many cpas in transition<\/a> | more cpas see worsening economy<\/a> | has early tax season optimism peaked?<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

according to the late-march stats of the 卡塔尔世界杯常规比赛时间 busy season barometer, with data streaming in from over 500 practitioners across the country, a heady 18 percent say this year is much better than last year, and another 41 percent acknowledge that this year is at least somewhat better.
\n
\nlast year, around this time, only 5 percent said their season was much better, and only 21 percent could say it was somewhat better than 2021.<\/p>\n

the numbers are also up from earlier this year. in february, just as the returns were rolling in, only 10 percent thought the year was much better than last year. within 60 days, that percentage almost doubled.<\/p>\n

while the \u201csomewhat better\u201d numbers have dropped a bit since february\u2019s 54 percent, it\u2019s only because so many shifted upward from \u201csomewhat\u201d to \u201cmuch\u201d better.<\/p>\n

yay, right?<\/p>\n

well, not for everybody. over the past couple of months, a few have suffered a downturn as the 17 percent who said things were worse swelled to just over 21 percent.<\/p>\n

why the better season?<\/strong><\/p>\n

the reasons vary.<\/p>\n

ken wolfe, at brown schultz sheridan & fritz, with offices across pennsylvania and maryland, attributes his firm\u2019s \u201cmuch better\u201d year to \u201cusing ai, more of a team approach, and better staffing.\u201d<\/p>\n

tanya silves\u2019s firm, larson gross, sees the season doing much better thanks to the efficiencies of technology and the economies of scale. her explanation: \u201ccloud-based tax software, have merged with another firm so working through onboarding and training on new system and processes for them. centralized scheduling.\u201d<\/p>\n

somebody else, anonymous, apparently learned something from last year. this year, \u201cbetter flow of work was set up prior to tax season.\u201d<\/p>\n

higher fees, fewer clients<\/strong><\/p>\n

david b. daniel is achieving a somewhat better year thanks to three basic performance techniques.<\/p>\n

\u201ci turned off my cell phone,\u201d he tells us. \u201ci make better utilization of support staff to prepare files before i touch them.\u00a0 i set a goal of only touching a file once.\u201d<\/p>\n

we\u2019re also getting quite a few reports of using higher fees to trim the client list.<\/p>\n

\u201cnew clients have minimum fee,\u201d says angie dyches, reporting in from cpa financial solutions, just outside of sarasota, fla. \u201colder clients that are not at minimum are being told that will be the new rate next year.\u201d<\/p>\n

someone else, unnamed, got even more serious and is doing much better.<\/p>\n

\u201cfired clients and if they didn’t want to pay increased fees they could leave,\u201d the anonymous practitioner says. \u201cmade room for better clients.\u201d<\/p>\n

and martha e. zamora, at zamora\u2019s agency, is doing somewhat better after jacking up her fees and streamlining processing.<\/p>\n

\u201ci increased prices,\u201d she says, \u201cand i am still having clients drop off documents, and they get a call back within 24-48 hours to come to pick them up. i also have many clients who moved out of state and used docusign for them. i also tried to make it easier for clients who don’t live in the immediate area to use docusign.\u201d<\/p>\n

as for those who aren\u2019t managing a better season despite generally better conditions, staffing seems to be a common cause of problems.<\/p>\n

\u201cstaffing problems have wiped us out,\u201d says one anonymous respondent who\u2019s doing much worse, and another says, \u201cas a partner, it’s the first year in a long time where staffing issues are necessitating that i prepare returns vs. just reviewing.\u201d<\/p>\n

on the other hand, steven bankler says he\u2019s doing much better, telling us he \u201chired additional staff last year.\u201d<\/p>\n

so overall, it seems that tax offices have recovered from covid-19 with a better grip on their clientele, a better mastery of technology and, to the extent possible, more staff who are better prepared to handle america\u2019s tax returns.<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

some are raising fees and trimming unprofitable clients.<\/strong>
\n\"\"<\/a>
\nby 卡塔尔世界杯常规比赛时间 research<\/em>
\njoin the survey. get the results.<\/a><\/span><\/h4>\n","protected":false},"author":17,"featured_media":57568,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[5,3120,3002,2246],"tags":[],"class_list":["post-110157","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-outlook","category-pro-member-exclusive","category-special","category-busy-season"],"acf":[],"yoast_head":"\nsurvey: busy season looking good - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/04\/10\/survey-busy-season-looking-good\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"survey: busy season looking good - 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