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Top Hacks for Tax Season 2021

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Before starting this self study program, please go through the instructional document.

Overview

  • Time batching + bonus
    5 mins
  • Take notes & for post-tax season projects
    11 mins
  • Be harder to reach
    16 mins
  • No appts week of deadlines
    24 mins
  • keeping up with your clients-CRM is key
    34 mins

Course Description

Every tax season has its own set of challenges. You have to deal with everything from handling clients, unproductive staff, and workflow. Tune in and listen to Amani as she shares her best practices gleaned from working 24 tax seasons in her lifetime. Her practices will help keep you sane during tax season. 


This Online CPE webinar on Business Management covers the following Key topics:

  • Discuss ideas to ease the stress, tension, and overwhelming experienced during your busiest time of the year
  • Dealing with long-winded clients
  • Dealing with unruly clients
  • Delegating & guiding staff


Who should attend:

This free online CPE webinar is advisable for CPAs and other tax professionals.

Learning Objectives

  • To determine best practices for tax season
  • To identify ways to better manage workflow
  • To practice improved communication with staff and clients
  • To recognize how to implement self-care practices to thrive during tax season

Who Should Attend?

  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Tax Professionals
  • Young CPA

Testimonial

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