BUSY SEASON MANAGEMENT

CPA Trendlines Forum: Tax Season Prep Tips?

Readers’ Forum: Hours worked. Firing clients. Setting prices.

Chris Basom
Chris Basom
  • Chris Basom, managing partner of Your Money Matters in Mission Viejo, Calif., wants to know the “one thing you wanted to implement before tax season but just couldn’t get to.”
  • “Is cash still relevant?” asked solo practitioner Roxann Otto of Otto Tax & Accounting Services in Slinger, Wis.
  • Charles G. Read in the Melbourne, Fla., area would like to know how other accountants arrive at the charges they present.
  • Deborah McDowell Cain of her eponymous firm in Fort Worth, Texas, asked, “Does your firm work five, six or seven days a week? Is overtime for staff mandatory? Are senior staff hourly, salaried, offered overtime or comp time?”
    • And harking back to the busy season, she also asked, “How many people touch a return? Why?”