{"id":138616,"date":"2025-01-29t12:30:19","date_gmt":"2025-01-29t17:30:19","guid":{"rendered":"\/\/www.g005e.com\/?p=138616"},"modified":"2025-01-29t17:24:53","modified_gmt":"2025-01-29t22:24:53","slug":"tax-pros-are-making-changes-for-a-better-busy-season","status":"publish","type":"post","link":"\/\/www.g005e.com\/2025\/01\/29\/tax-pros-are-making-changes-for-a-better-busy-season\/","title":{"rendered":"tax pros gear up for a better busy season"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-54029\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/03\/ten-key-caculator-and-tape-cpa-overworked-busy-depositphotos_24313963_original-1.jpg\" alt=\"\" width=\"1600\" height=\"1067\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/03\/ten-key-caculator-and-tape-cpa-overworked-busy-depositphotos_24313963_original-1.jpg 1600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/03\/ten-key-caculator-and-tape-cpa-overworked-busy-depositphotos_24313963_original-1.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/03\/ten-key-caculator-and-tape-cpa-overworked-busy-depositphotos_24313963_original-1.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/03\/ten-key-caculator-and-tape-cpa-overworked-busy-depositphotos_24313963_original-1-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/03\/ten-key-caculator-and-tape-cpa-overworked-busy-depositphotos_24313963_original-1-768x512.jpg 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/03\/ten-key-caculator-and-tape-cpa-overworked-busy-depositphotos_24313963_original-1-849x566.jpg 849w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>survey respondents say the new year means new plans.<\/strong><\/p>\n<p><em>by 卡塔尔世界杯常规比赛时间 research<\/em><\/p>\n<p>it\u2019s shaping up to be a pretty good year, according to early results from the 2025 busy season barometer. half expect a year better than last year\u2019s good year, and less than 10 percent think it will be worse.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-108981\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/02\/250_busy-season-barometer-with-join-the-survey.png\" alt=\"\" width=\"250\" height=\"120\" \/><\/p>\n<h4 style=\"padding-left: 40px;\"><b>more: <\/b><a href=\"\/\/www.g005e.com\/2025\/01\/26\/service-is-better-as-irs-intertwines-people-and-machines\/\">irs funding pays eye-popping 415x roi<\/a> | <a href=\"\/\/www.g005e.com\/2025\/01\/23\/ready-or-not-for-tax-season\/\">tax season 2025 begins. ready or not.<\/a> | <a href=\"\/\/www.g005e.com\/2025\/01\/22\/every-tax-reviewer-should-be-able-to-answer-these-ten-questions\/\">every tax reviewer should be able to answer these ten questions<\/a> | <a href=\"\/\/www.g005e.com\/2025\/01\/22\/art-werner-corporate-transparency-act-and-fincen-reporting-quick-tax-tip\/\">art werner: corporate transparency act and fincen reporting | quick tax tip<\/a> | <a href=\"\/\/www.g005e.com\/2025\/01\/21\/taxpayer-advocate-sees-big-improvements-at-irs\/\">taxpayer advocate sees big improvements at irs<\/a> | <a href=\"\/\/www.g005e.com\/2025\/01\/21\/ask-tax-clients-the-right-questions\/\">ask tax clients the right questions<\/a> | <a href=\"\/\/www.g005e.com\/2025\/01\/17\/major-changes-to-circular-230-implications-for-tax-professionals-cornerstone-report\/\">major changes to circular 230: implications for tax professionals | cornerstone report<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2025\/01\/29\/tax-pros-are-making-changes-for-a-better-busy-season\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/h4>\n<p>&nbsp;<\/p>\n<p>why?<\/p>\n<ul>\n<li>the market\u2019s in a good place. plenty of clients out there.<\/li>\n<li>so far (fingers crossed) no big changes to the tax code.<\/li>\n<li>no pandemic quarantines (more fingers crossed).<\/li>\n<li>the economy\u2019s chugging right along (keep them crossed).<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<strong>tweaking operations<\/strong><\/p>\n<p>many tax offices are hoping to maximize their busy season by tweaking operations for stability, efficiency and, if time allows, growth. the barometer is asking what they\u2019re doing differently this year.<\/p>\n<p>we\u2019re getting some interesting responses, some of which could pass for good advice.<\/p>\n<p>anthony alera seems to be prepping for growth. he says, \u201ctracking latest tax legislation and driving conversations on tax planning for medium term \u2013 opportunity for higher revenue\/client, plus increased probability of higher taxes\/inflation\/both on 5-10, 10 yr+ horizon.\u201d<\/p>\n<p>bob langworthy, president of management accounting in brunswick, maine, says he\u2019s expecting a much better year, and he\u2019s taking some simple, solid steps to get there: \u201cwe are raising rates and have added more capacity at the preparer level.\u201d<\/p>\n<p>brian dibella also says he raising fees across the board.<\/p>\n<p>denise hanlon, in norwood, mass., seems to be getting the tax prep process nailed down. her plan: \u201cbetter capacity planning for the individual tax returns and being quicker to put people on extension instead of letting them clog the pipeline.\u201d<\/p>\n<p>delbert flemming seems to be leaving the tax prep headaches behind. his plan\u2019s a big one: \u201cchanging to client accounting services.\u201d<\/p>\n<p>in and around new york city, jody chesnov, of rosenberg chesnov fame, is hitting the ground at a gallop. her plan: \u201cfront-load as much of the tax work as possible and start the season sooner to spread the effort more evenly.\u201d<\/p>\n<p>john sanchez, head of john a. sanchez &amp; co. in auburn hills, mich., isn\u2019t fooling around. he says he\u2019s going to \u201ccontinue heavy marketing and sales meetings through tax season.\u201d<\/p>\n<p>mark ferris, chairman and ceo of panalitix, a global consultancy for accountants, has apparently been doing some serious thinking about internal operations. though his company doesn\u2019t provide tax services, his advice would apply to those who do: \u201cassign roles internally more intelligently. use offshore provider more efficiently. reach out earlier to clients and manage their expectations better. not renew clients who have been perpetually difficult.\u201d<\/p>\n<p>michele joy emert gore, with michael j. emert &amp; associates cpas in portland, ore., is also trying to get more done and charge more for it. her firm\u2019s plan: \u201ccharge more for additional services and per tax return\/form\/knowledge involved with returns being filed. fewer in-person appointments with clients to maximize production time. will not be accepting new clients? (lol. that never works!)\u201d<\/p>\n<p>an anonymous respondent had similar advice with a bit of a twist: \u201coffer incentives to clients that help me manage workflow and have a life. increase billings.\u201d<\/p>\n<p>and here are some more anonymous responses that might apply to other tax firms.<\/p>\n<ul>\n<li>\u201cbetter prepare.\u201d<\/li>\n<li>\u201cwork less.\u201d<\/li>\n<li>\u201cdrink less.\u201d<\/li>\n<li>\u201cstay calm.\u201d<\/li>\n<li>\u201cpunt.\u201d<\/li>\n<li>\u201ctry to survive.\u201d<\/li>\n<\/ul>\n<p>what is your firm doing differently this year? your colleagues across the nation would like to know. <a href=\"https:\/\/www.research.net\/r\/bz25_0123\" target=\"_blank\" rel=\"noopener\">click here<\/a> to contribute to the busy season barometer.<\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong>survey respondents say a new year means new plans.<\/strong><br \/>\n<a href=\"http:\/\/ten-key-caculator-and-tape-cpa-overworked-busy-depositphotos_24313963_original-1\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-138623\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2025\/01\/250_ten-key-caculator-and-tape-cpa-overworked-busy-depositphotos_24313963.jpg\" alt=\"\" width=\"250\" height=\"125\" \/><\/a><br \/>\n<em>by 卡塔尔世界杯常规比赛时间 research<\/em><\/p>\n","protected":false},"author":17,"featured_media":54029,"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":"0","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[5,3002,2246],"tags":[4929],"class_list":["post-138616","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-outlook","category-special","category-busy-season","tag-busy-season-barometer"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>tax 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