Post Mortem on Tax Season

Presented by:

Bill Parrish

Those Pesky Disclaimers

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This presentation is for informational purposes only and should only be implemented by a practitioner after appropriate due diligence has been performed

Not all of the concepts and strategies proposed in this presentation may be appropriate for all practices. Careful study must be undertaken by anyone considering the implementation of these concepts and special attention should be given to individual state laws governing the practice of professionals.

Why Review Tax Season Now? It’s Over!

It is Fresh in our Minds Now We Need to Improve Each and

Every Year If we Don’t Make Changes Now, we

Probably Never Will Don’t Yield to Procrastination

What Worked This Year?

Scheduling? Staffing? Space? Tax Program? Computer System? Filing System? Fees?

What Things Did NOT Work?

What Why How We Can Fix Those Are They Worth Fixing Are There Alternatives

Scheduling

Was This a Last Minute Season Encourage Pre-scheduling Offer Discounts for Early Filers Charge Premium Fees for

Procrastinators Stagger Schedules Among

Personnel

Space

What is the Right Amount and Type of Space for Your Practice

Separate Waiting Area Confidential Interview Areas Secure Assembly and Prep Areas Did the Office Remain Neat and

Clean

Staffing

Were the Right People in the Right Places at the Right Times?

Work Hours Training – Probably Needs Some

Improvement Compensation

Tax Program

Should I Consider Changing Alternative Systems

ASP Systems Remote Servers

Tax Prep vs. Practice Management Systems

Interaction with Computer System

Identify Problem Clients

Do It NOW! Rank Clients Weed Out Problematic Clients

May be largest client(s) May be long term client(s)

Look For Potential Liabilities Fire 10% of Your Client Base

Stressssssss

How Stressful Was This Season What Caused the Stress Can it be Resolved What Will I Do Now to Change This Stress is a Controllable Factor Schedule Personal Time for

Everyone

Image

Image Should Improve Each Year Image Should Be Progressive Image Should Exude Competence Image is All Encompassing

Appearance Atmosphere Attitude

Disclosures

Clients Often React Negatively More Requirements than Ever

Before Demonstrate Compliance Turn Experience Into a Positive One

for Clients Clients Want to Know You Are

Complying

Paperless

Either We Are Paperless or We Are Not

If Not, Now is the Best Time to Start Makes Economical Sense Makes Operational Sense Resolves Future Space Issues Allows Flexibility in Staffing & Work

Assignments

What We Can Do New Next Season

Different for Each Practitioner Use Better Technology Become More Visible Have Marketing Plan in Place Recognize We Are In Control Be Confident Knowing Tax Season

is Just 8 Months Away

For Information

About ConnectEd: Jodi Goldberg, Director of Member Services National Society of Accountants 800-966-6679 Ext 1304 jgoldberg@nsacct.org

About the Presentation Bill Parrish, Founder (oneplusone)3

800-867-0065 Ext 1013 billparrish@oneplusone3.com www.oneplusone3.com

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