Busy Season 2026: Too Much Work, Not Enough Time
CPA Trendlines Busy Season Barometer: Modest Gains, Mixed Outlook, Cautious Tech Upgrades Ahead
By CPA Trendlines Research
TAX SEASON
Tell Your Tax Clients about These 40 Other Services
BONUS: A checklist to use for additional client services.
By Ed Mendlowitz
Tax Season Opportunity Guide
The following listing can give you ideas of additional services clients might need.
MORE by Ed Mendlowitz
Exclusively for PRO Members. Log in here or upgrade to PRO today.
This list is not complete, but it is a good start for you to start thinking about what types of additional services you can offer to your clients!
Inside Tax Season’s Hidden Shift: Same Work, Fewer People, Higher Cost
And that’s the good news.
By CPA Trendlines Research
Pssst! Remember These Nine Tax Season Resources
You can’t afford to take them for granted.
By Ed Mendlowitz
Tax Season Opportunity Guide
We have many resources and need to recognize that. And we need to treat each with its own importance. Even if you did everything yourself, you’d still need to rely on your tax software company, FedEx and the Postal Service, stationery supplier, computer consultant, the internet and email, cell phone provider and copier/scanner machine. And that’s just a few of the resources we rely on. Managing your resources well creates an aura of security and consistency to your practice.
MORE by Ed Mendlowitz
Exclusively for PRO Members. Log in here or upgrade to PRO today.
But there are more. And they are often overlooked. Or taken for granted. Here are some more resources that need to be managed:
READ MORE →
Tax Season’s Not Over: Retroactive Tax Regs, Real-Time Decisions
New CPE webinar with Bradley Burnett, this Thursday, April 2.
With Bradley Burnett
CPA Trendlines