BUSY SEASON MANAGEMENT

10 Best Practices for Tax Season

First: Are your fees high enough?

by Ed Mendlowitz, CPA
Author of “Implementing Fee Increases” and “The Tax Season Opportunity Guide.”

  1. Increase your fees 3-5% at a minimum – to offset your increased costs.
  2. Deliver your bill with the return.
  3. Call clients before return is sent to explain and give a heads up for unexpected results.