Four Success Habits for Tax Season

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by Rick Telberg
At Large

Busy season has a way of bringing into focus the habits and practices that separate the successful firms from the less than so.

In reviewing our data so far, it’s clear that the more effective firms share a few key traits. Their partners and staff report less stress, smoother operations and increased revenue-both overall and on a per-client basis.

What are they doing right? They tend to excel at four skills: