3 Critical Pre-Tax Season Tips

Congratulations on completing the March 17th deadline! I hope you had the opportunity to reward your team (and yourself). Here are 3 tips to think about:
1. Capacity planning: Take some time to determine which clients you are going to extend now and who you are going to complete.

2. Communicate: Develop a communication plan to let those clients know they will be extended. It is much better to let them know in early April than close to the 15th.

3. Celebrate wins: Plan an incentive/reward for April 15th including a team celebration.
Planning is critical for tax season sanity.

“When you establish a destination by defining what you want, then take physical action by making choices that move you towards that destination, the possibility for success is limitless and arrival at the destination is inevitable.”- Steve Maraboli

Leave a Reply