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Preparing for Fall Extensions

Spring busy season is a time to establish strategies and processes to encourage clients to bring in all of their information in a timely fashion. Despite your best efforts, however, inevitable delays in receiving some clients’ information often result in the need to file an extension. Once the original filing deadline has passed, there is a sense of relief from both the CPA and client that “I don’t have to worry about this for a little while!” Well, the time to refocus everyone’s efforts on completing the tax return filing is now. The fall busy season is upon us.