More than 50 items to get off to a good start. How many do you have covered?
BUSY SEASON MANAGEMENT
Plus which tools are most popular.
Busy Season 2018: How Good Can It Get?
Tax pros slightly behind last year’s pace, but still hold the edge in sheer numbers.
By Beth Bellor
Disappearing brick-and-mortar offices undermine voluntary compliance, raising IRS costs. By Rick Telberg CPA Trendlines In case you haven’t noticed, the Internal Revenue Service has been retreating from local communities. SPECIAL REPORT – Fixing the IRS: IRS #FAILs at Online Services … Continued
Tax professionals have a special duty to help. By Rick Telberg CPA Trendlines “Thank you for your service” isn’t enough. SPECIAL REPORT – Fixing the IRS: IRS #FAILs at Online Services Spell Problems for Professionals | Tax Accountants Fill the … Continued
IRS caught unprepared for the tectonic shift in the income-tax landscape. By Rick Telberg CPA Trendlines The gig economy is big and getting bigger. It’s service providers are making real money, but they’re often as lost as an Uber … Continued
It’s hard to tell. By Rick Telberg CPA Trendlines The good news: Identity theft is down. SPECIAL REPORT – Fixing the IRS: IRS #FAILs at Online Services Spell Problems for Professionals | Tax Accountants Fill the Breach of a Failing … Continued
Shoot-Yourself-in-the-Foot Dept.: Fee creep could also increase enforcement costs. By Rick Telberg CPA Trendlines Surely nothing ticks off a taxpayer more than having to pay a fee in order to pay taxes. But the Internal Revenue Service charges fees for … Continued
What you get for $87 per employee. By Rick Telberg CPA Trendlines What could be more frustrating than calling the Internal Revenue Service 14 times before finally getting through to an agent—and then the agent tries to answer your question … Continued
CHECKLIST: Tax-Time Client Needs Assessments and Referral Generation. By Rick Telberg CPA Trendlines Busy season may be hectic and the hours may be long, but if you’re not making time to get to know your clients better, then you’re missing … Continued
A little tax humor for Busy Season, as collected, curated and refined by Robert E. McKenzie. Enjoy!