Another Tax Season Is Over

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Once again, another tax season is over. Before you take that deep breath and move on, take a moment and ask yourself the following questions…

  1. What went well and smoothly this season?
  2. What gave you the biggest headache and needs improvement?
  3. How did your technology help/hinder the tax preparation process & what were some issues or improvements that can be made?
  4. Did working from home present any new challenges or benefits this year?

Jot down some notes and take the time to internally address the issues as a firm. Then put the necessary steps in place to make sure that come this time next year, the past has not just repeated itself.

If you would like to schedule some time to speak about ways to improve your tax process for next year, click here.