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Mailing tax organizer packets to clients

Back to blog homepage for: Rob Nance
Public accounting firms, sole practitioners and anyone who prepares taxes during the first three and a half months of the year certainly have varied timetables on when they mail tax organizer packets to their clients. This week I asked a CPA at a small firm in Arizona when they send theirs; she replied, “The Monday after Thanksgiving break.” A sole practitioner in Minnesota told me, “I sent all of mine on January 5 this year, which is typical for me.” When do you (or your firm) send yours? Here’s a snappy little poll where you can tell the AccountingWEB audience (anonymously). There are a few other quick, fun and easy polls on this page, too.



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