How To Capacity Plan For Tax Season

In association with

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

The full guide will be officially available on December 14th, but request it now and we'll send it to you as soon as it's available.

Sign up for this guide

First Name *
Last Name *
Company *
Phone Number *

By downloading this form you agree to our terms and conditions