How To Capacity Plan For Tax Season

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With the TJCA to contend with, this year's busy season looks set to be even more hectic than normal.  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 quantify the resources you have for this year so you can avoid difficult choke points

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