Post-Tax Season Lessons

Now that tax season is over, what lessons did you learn? What was successful? What didn’t go as planned? What will you do differently next year? This series of articles from practitioners recaps the 2017 tax season.

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Having just completed my 22nd tax season, I am surprised – as I am every year – that there are still things to learn in managing my...
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It’s May, which means it is summer blockbuster season, people are getting ready for summer vacations, and many CPAs are wrapping up their...
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The 2016 tax year filing was especially brutal this year. As much as we tax professionals prod our clients, it’s always on their timetable...
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Now that tax season is over, it’s a great time to reflect on what went well and any opportunities you might have to improve in the coming...
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I am relieved that tax season is over. This year, more than any other, seemed to have its challenges, and I think that may be because I...
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With tax season over for another year, your initial temptation may be to forget about it and move on to other matters, but there is much to...
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The biggest thing I learned this tax season can be summed up in one word: Automation. We use Office 365 and it allowed us, with a plugin on...