BUSY SEASON MANAGEMENT

Tax Season Survey Data on Top Issues

Seven hot topics that “pushed a button.”

Bob Jennings
Bob Jenning

Tax guru Bob Jennings (CPA, EA, CFP, and RTRP) has been polling past attendees of his CPE seminars about Tax Season 2013.

Clearly, tax professionals are still seething. “We sent our survey out and it must have pushed a button because the responses overwhelmed our servers,” says Jennings, taxspeaker.com.

The results may not surprise you. But they are sobering nevertheless.

He offers new data on

  1. workloads,
  2. profits,
  3. software,
  4. volume of returns handled,
  5. exit strategies, and
  6. the use of engagement letters and
  7. portals.

Here are the highlights so far: