Capacity Planning For Tax Season: A How-To Guide

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Everything happens so fast, and we are allowed no time to stop and figure things out.

The intense pace from January through April each year can overwhelm and push you and your staff beyond capacity very quickly.

Being able to predict when the busiest periods will be, and which clients will require attention, can make life a lot easier.  That's where this sanity-saving guide comes in.

Compiled by Susan Tinel, EA, author, and veteran of many tax seasons, this guide will provide you with a framework to build a reliable capacity plan based on your client behavior.

Inside you'll learn:

  • How to examine previous year client behavior
  • How to plot that into an easy-to-interpret plan
  • How to quantify the resources you have for this year so you can avoid difficult choke points

Fill out the form on this page for an instant download.  You'll also receive a convenient link back to the document by email so you can download the file to your other devices.

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