Now that everyone has (hopefully) had time to recover, there are four important steps to take to help next tax season go as smooth as possible
By Christopher Hayden
Managing Partner, Hayden Nelson & Yoder
Christopher Hayden, CPA, CMA, CGMA is the managing partner of Hayden Nelson & Yoder, a CPA firm based in Pennsylvania, at hnycpas.com.
To avoid sugar-coating it, tax season is stressful. Long work hours, back-and-forth with clients and mountains of documents can keep accounting professionals in the office for 20 or more additional hours each week. And this tax season felt extra-stressful with all the tax law changes, not to mention explaining to clients who had huge capital gains why they owed taxes.
But once the busy tax season is over, it’s time to review processes and take action to help the remainder of the year go smoothly.
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Before that, allow a few weeks to:
- Rest
- Relax
- Recover
Make sure to give team members a pat on the back, especially if it’s their first time going through the madness of tax season or they went above and beyond this year.
However, once everyone has recovered enough, it’s time to go through the following steps:
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