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Accounting in the Wild: Beating Burnout in Tax Season | EP4 1 Credit

Accounting in the Wild: Beating Burnout in Tax Season | EP4 1 Credit

  • Andrea Millar

    RLP®, CFLA, CPA/PFS

  • Rating

    5

  • Published on

    March, 2025

  • Subject Area

    BusIness Management & Organization

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Learning Objectives

  • Discuss strategies to streamline tax season workflows efficiently.
  • Identify and analyze habits that lead to unnecessary stress.
  • Explain client communication strategies that foster respect and boundaries.
  • Explore ways to improve energy and mental resilience.
  • Differentiate practical time management techniques to enhance productivity.

Course Overview

Tax season doesn’t have to mean burnout. By streamlining processes, setting clear boundaries, and optimizing your workload, you can serve clients effectively without sacrificing your well-being. Design a tax season that works for you—not against you.

Welcome to another Episode of Accounting in the Wild! In this Podcast, you’ll discover practical strategies and proven techniques to shift your mindset, optimize workflows, and manage clients more effectively. Learn how to break unproductive habits, set clear boundaries, and structure your day for maximum efficiency and balance. Tax season doesn’t have to be a struggle—it's time to thrive with intention, reduce stress, and take control of your business and well-being.

Key Topics:

  • Designing Your Ideal Workflow
  • Managing Client Expectations
  • Setting Healthy Boundaries
  • Boosting Productivity & Focus
  • Prioritizing Health & Well-being

By the end of this CPE podcast, this course is your roadmap to a more sustainable, fulfilling, and productive tax course. By making small yet impactful adjustments, you can take back control of your workload, maintain your health, and find joy in your profession. Join us and start designing a work-life balance that works for you!

For more CPE Courses, Click here.

On Demand Credits for All Qualifications

License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Experts

Andrea Millar

Andrea Millar , RLP®, CFLA, CPA/PFS

Founder, Andrea Millar Life Planning

  • 4.4
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Founder, life planner, coach


I was going along in life with a loving family, good friends, a home that filled me with peace, and a dog I adored. I had fulfilling work with a 20+ year career as a CPA financial planner where I had the pleasure of working with people from all walks of life. Then, something shocking happened. Without warning, someone I was deeply connected with passed away suddenly at the age of 53. My world was shaken apart.  


The shock of unexpected loss made me want to know more about my purpose and live a more meaningful life. The realization hit me that, for the most part, I had been working my life away; sometimes driven by passion and sometimes by a desire to meet the standards and expectations of others. Looking back, I realize that this gave me a great escape to avoid getting out of my comfort zone and taking risks in other areas of my life.


It was time for something more, so I embarked on a deep dive with enriching books, master teachers, and enlightening people who were seeking purpose, meaning, and intention in their lives. I found the Kinder Institute of Life Planning, where I learned how to create a compelling life plan for myself and others while earning the Registered Life Planner (RLP®) credential. I honed my coaching skills and received a credential through the Fearless Living Institute and continue my pursuit of lifelong learning with the Academy for Coaching Excellence. I have also studied with the Financial Transitionist Institute to support clients in transition, couples, and families.


As a result of my exploration and learning, I have more joy in my life and have learned to feel my fear and do it anyway, giving me the courage to take the leap to create my passion business. Self-care and health are now integrated into my daily life. I have deeper and closer relationships with the people important to me (including my dog), and I am more focused on enjoying the present moment.


Now, with clear and renewed meaning, I help my clients fulfill their own life goals by helping them align their money, time, and energy with their purpose. Often, this involves helping them overcome the things (sometimes themselves) that keep them from bringing their life’s vision to fruition. I walk the talk in my own life and alongside them in the coaching process.

About Us: Do you want to...


live life truer to yourself?

be more fulfilled in your relationships and your work?

create your day rather than letting it run you?

find peace regardless of the circumstances surrounding you?


We often have desires floating in our heads for months or years without pursuing them.


Imagine the joy of being fully awake to life and having the understanding for your life’s purpose and how to bring it alive.


With life planning and coaching, you get clear on your vision for all areas of your life and you have the support you need to take authentic action forward.

Top Tax Speaker | Jason Dinesen

Jason Dinesen , EA

President, Dinesen Tax & Accounting, P.C.

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Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Dinesen is a regular CPE Presenter at MYCPE ONE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects. Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.

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What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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