Easy Ways to Avoid ‘Done But’ Tax Returns

meeting of six peopleChange mentality and ask better questions to eliminate bottlenecking.

By Frank Stitely
The Relentless CPA

A project hung up in process is one where there is a disagreement between people involved in a project as to the status. For example, a client thinks he has answered your tax return questions, while you believe he has not. Another example is when a tax return preparer believes a return is ready for review while the reviewer does not believe it’s ready.

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The result of a hung-up project is a dead project – one that’s not moving to completion.