Prepping for busy season: 4 keys to success
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Prepping for busy season: 4 keys to success

2 months ago · 4 min read

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It’s the holidays, that time of year when children excitedly await Santa’s arrival and CPAs anxiously anticipate the start of another tax season.

But before the mad dash to the March and April tax deadlines begins in January, the relative calm of December gives accounting firms the chance to optimize their tax production. After helping hundreds of firms with this process over the past three decades, we have identified four keys to successful busy season preparation. They are:

  1. Conducting a

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