{"id":72339,"date":"2020-03-06t12:00:21","date_gmt":"2020-03-06t17:00:21","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=72339"},"modified":"2020-06-29t11:19:08","modified_gmt":"2020-06-29t15:19:08","slug":"lessons-from-the-trenches-of-tax-season","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/03\/06\/lessons-from-the-trenches-of-tax-season\/","title":{"rendered":"lessons from the trenches of tax season"},"content":{"rendered":"<p><strong><a href=\"https:\/\/www.research.net\/r\/20covidb\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-71577 \" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/02\/busy-season-barometer-with-join-the-survey-424x203.png\" alt=\"\" width=\"251\" height=\"120\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/02\/busy-season-barometer-with-join-the-survey-424x203.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/02\/busy-season-barometer-with-join-the-survey-424x203.png 300w\" sizes=\"auto, (max-width: 251px) 100vw, 251px\" \/><\/a>the points not taught in college.<br \/>\n<\/strong><\/p>\n<p><em>by 卡塔尔世界杯常规比赛时间 research<\/em><\/p>\n<p><a href=\"https:\/\/www.research.net\/r\/20covidb\"><strong>the 卡塔尔世界杯常规比赛时间 busy season barometer:<br \/>\nwhat\u2019s different this year?<br \/>\n<\/strong><span style=\"text-decoration: underline;\"><strong><span style=\"color: #00a160; text-decoration: underline;\">join the survey. get the results.<\/span><\/strong><\/span><\/a><\/p>\n<p>卡塔尔世界杯常规比赛时间\u2019 annual busy season barometer is always a useful instrument for peeking into other professionals\u2019 tax prep practices. among the data that can mined from survey results:<\/p>\n<ul>\n<li>how other practitioners are doing this season<\/li>\n<li>how this season compares with last year\u2019s<\/li>\n<li>what other practitioners are doing differently this year<\/li>\n<li>what practitioners have learned since last year<\/li>\n<li>how others feel business and the economy will go \u2013 for the nation, for their firms, for their families<\/li>\n<li>how practitioners rate their own firms \u2013 and why<\/li>\n<\/ul>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2020\/03\/05\/coronavirus-rattles-tax-season\/\">coronavirus rattles tax season<\/a> | <a href=\"\/\/www.g005e.com\/2020\/03\/02\/the-irs-needs-more-to-get-more\/\">the irs needs more to get more<\/a> | <a href=\"\/\/www.g005e.com\/2020\/02\/24\/more-firms-falling-behind-says-busy-season-barometer\/\">more firms falling behind<\/a> | <a href=\"\/\/www.g005e.com\/2020\/02\/13\/does-irs-need-a-practitioner-services-division\/\">does irs need a practitioner services division?<\/a> | <a href=\"\/\/www.g005e.com\/2020\/02\/11\/irs-urged-to-form-tax-preparer-strategy\/\">irs urged to form tax preparer strategy<\/a> | <a href=\"\/\/www.g005e.com\/2020\/02\/07\/cpas-cautiously-bullish-on-the-economy\/\">accountants cautiously bullish on the economy<\/a> | <a href=\"\/\/www.g005e.com\/2020\/02\/01\/pros-improving-performance\/\">survey results: tax pros forecast a better 2020<\/a> | <a href=\"\/\/www.g005e.com\/2020\/01\/31\/can-the-irs-enforce-the-tax-code\/\">can the irs enforce the tax code?<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.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\/2020\/03\/06\/lessons-from-the-trenches-of-tax-season\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>what tax preparers have learned since last year is always especially interesting. the comments of professionals in the trenches are a list of all the lessons not taught in college. here are a few of them\u2026<br \/>\n<!--more--><br \/>\n<strong>lessons on office process\u2026<\/strong><\/p>\n<ul>\n<li>scan source documents<\/li>\n<li>less paper.<\/li>\n<li>don\u2019t get so far behind!<\/li>\n<li>get as much info as possible ahead of time.<\/li>\n<li>review returns more quickly and reduce turnaround time from start to finish.<\/li>\n<li>more emphasis on security<\/li>\n<li>more automation<\/li>\n<li>detailed checklists<\/li>\n<li>prepare early<\/li>\n<li>don\u2019t start a return until all of a client\u2019s docs are available.<\/li>\n<li>check new form calculations thoroughly rather than trust programmers.<\/li>\n<li>tackle the problems first.<\/li>\n<li>schedule more hours for appointments during the week.<\/li>\n<li>charge more for work!<\/li>\n<\/ul>\n<p><strong>lessons on client relationships\u2026<\/strong><\/p>\n<ul>\n<li>shorter intake meetings<\/li>\n<li>get people to pick up their returns sooner.<\/li>\n<li>schedule pickups when they drop off\/send in info.<\/li>\n<li>educate clients on more digital processes to transfer to\/from firm.<\/li>\n<li>extend everyone.<\/li>\n<li>more communication with clients<\/li>\n<li>allow more time with each client.<\/li>\n<li>be more involved with clients throughout the year.<\/li>\n<li>reduce appointments by urging all clients to use online portal to upload docs.<\/li>\n<li>if clients argue fees, fire them!<\/li>\n<\/ul>\n<p><strong>lessons on management\u2026<\/strong><\/p>\n<ul>\n<li>better staff<\/li>\n<li>more mentoring of staff<\/li>\n<li>better tracking of when work is received<\/li>\n<li>delay extra staff time until mid-february.<\/li>\n<li>review the process of review and distribution.<\/li>\n<li>reduce hours worked by partners.<\/li>\n<li>match process steps to maximize cpa time.<\/li>\n<li>delegate, but only to highly trained employees.<\/li>\n<li>don\u2019t do it all yourself.<\/li>\n<\/ul>\n<p><strong>lessons on self\u2026<\/strong><\/p>\n<ul>\n<li>fewer personal appointments<\/li>\n<li>anticipate questions from clients<\/li>\n<li>be more productive.<\/li>\n<li>work less.<\/li>\n<li>never take your foot off the accelerator pedal, even if you have a small backlog.<\/li>\n<li>stay on top of things. use gruntworkx more.<\/li>\n<li>think better!<\/li>\n<\/ul>\n<p>what could you add to all that? there\u2019s still time to contribute to the 2020 busy season barometer. share your insights and see the survey results!<\/p>\n","protected":false},"excerpt":{"rendered":"<p><a href=\"https:\/\/www.research.net\/r\/20covidb\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-71577 \" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/02\/busy-season-barometer-with-join-the-survey-424x203.png\" alt=\"\" width=\"251\" height=\"120\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/02\/busy-season-barometer-with-join-the-survey-424x203.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/02\/busy-season-barometer-with-join-the-survey-424x203.png 300w\" sizes=\"auto, (max-width: 251px) 100vw, 251px\" \/><\/a><br \/>\n<strong>the points not taught in college.<\/strong><br \/>\n<em>by 卡塔尔世界杯常规比赛时间 research<\/em><br \/>\n<a href=\"https:\/\/www.research.net\/r\/20covidb\"><strong>the 卡塔尔世界杯常规比赛时间 busy season barometer<br \/>\n<\/strong><span style=\"text-decoration: underline;\"><strong><span style=\"color: #00a160; text-decoration: underline;\">join the survey. get the results.<\/span><\/strong><\/span><\/a><\/p>\n","protected":false},"author":17,"featured_media":71577,"comment_status":"closed","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":[2303,2741,5,3120,3002,1906,2246],"tags":[],"class_list":["post-72339","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tax-season","category-checklist","category-outlook","category-pro-member-exclusive","category-special","category-tax-practice","category-busy-season"],"acf":[],"yoast_head":"<!-- this 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