TAX SEASON

Eight Tips for Delighting Tax Clients

By

Portrait of a mature businesswoman giving a binder

Do they feel important?

By Ed Mendlowitz
Tax Season Opportunity Guide

Clients are our customers. They pay our salary and enable us to make good livings. Do what you can to accommodate them and make them feel important – as important as they believe they are.

MORE by Ed Mendlowitz
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Also be user-friendly – do not make it difficult to work with you. Clients don’t know how smart we are. They think we are great, but they measure us by the small things – the good and bad.
READ MORE →

 Busy Season 2026: Clients, Pricing, Staffing… CRUNCH

By

CPA Trendlines Busy Season Barometer: Modest Gains, Mixed Outlook, Cautious Tech Upgrades Ahead

Top concerns: “The returns aren’t harder—they’re just later.” (CPA Trendlines Busy Season Barometer)
Join the survey. Get the results.

By CPA Trendlines Research

The 2026 tax season shows some gradual improvement for certain firms, but most practitioners report conditions that remain largely unchanged from a year ago, according to the latest data from the CPA Trendlines Busy Season Barometer.

For More Busy Season Trends and Strategies: Join the survey. Get the results.

MORE Tax Season 2026

The good news is: 2026 hasn’t turned into the disaster some were expecting with a new tax law and diminished IRS. The bad news is: 2026 is turning into a relatively routine year — without the advances in workflow or the better margins from higher-value services that some were hoping for.

READ MORE →

Tell Your Tax Clients about These 40 Other Services

By

Woman and man shaking hands across a desk

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
GoProCPA.comExclusively 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!

READ MORE →

Inside Tax Season’s Hidden Shift: Same Work, Fewer People, Higher Cost

By

And that’s the good news.

Your mileage may vary: The tax and accounting workforce is churning out almost as many returns. But with rising labor costs. Is that a margin squeeze or the firm of the future? (Index = pro-filed tax returns, annualized payrolls, and headcounts)

By CPA Trendlines

New CPA Trendlines Research suggests that the much vaunted promises of AI-enabled efficiencies are still just that – promises.

MORE Tax Season

So far this year, firms are producing even fewer tax returns than at the same time last year, while salaries are increasing.

The problem gets worrisome when you notice that headcounts are flat to down. Or, are these the signs of a new paradigm?

READ MORE →

Pssst! Remember These Nine Tax Season Resources

By

Happy family of four outdoors in winter clothing on snow

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
GoProCPA.comExclusively 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 →