{"product_id":"managing-your-tax-season-9781941651308","title":"Managing Your Tax Season","description":"\u003cp\u003e • Author(s): Edward Mendlowitz\u003cbr\u003e • Publisher: Wiley\u003cbr\u003e • Publisher Imprint: Wiley\u003cbr\u003e • BISAC: Taxation - General\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eIs tax season at your firm a head-long scramble to the finish line? Do you want to start your next tax season with a system that reflects thoughtful planning and training?\u003c\/p\u003e \u003cp\u003eGet fresh insight into tax preparation--and very likely result in significant improvements to your current system. You will learn to analyze your existing tax season system and target problems so that work will be more efficient, errors will decrease, and personnel, including you, will feel less stressed. Most importantly, a well-run tax season will make your clients happier and more loyal.\u003c\/p\u003e \u003cp\u003eEvery firm has a tax season system, whether documented or not. Tax season management expert Edward Mendlowitz shares specific ideas for improving each aspect of your system, including how to\u003c\/p\u003e \u003cul\u003e \u003cli\u003eStaff creatively with seasonal staff, interns, and by outsourcing\u003c\/li\u003e \u003cli\u003eMaximize the effectivness of the tax organizers you send to clients\u003c\/li\u003e \u003cli\u003eCommunicate effectively with clients about the value of your service\u003c\/li\u003e \u003cli\u003eUse pre-year-end planning to develop tax and financial planning opportunities\u003c\/li\u003e \u003cli\u003eEmpower your preparers to do more return work\u003c\/li\u003e \u003cli\u003eMake reviews run smoothly\u003c\/li\u003e \u003cli\u003eConduct a post-tax season assessment of your process\u003c\/li\u003e \u003cli\u003eBill for the real value of your return preparation--and even increase your fees\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eNumerous sample checklists, letters, charts, and Excel tax comparison worksheets will help you implement this guidance in your next tax season. Having a world-class tax department is possible for every firm, and this resource will help you make that goal a reality.\u003c\/p\u003e \u003cp\u003eTopics Discussed: \u003c\/p\u003e \u003cul\u003e \u003cli\u003eImproving tax season system\u003c\/li\u003e \u003cli\u003eTax return preparation processes\u003c\/li\u003e \u003cli\u003eManaging seasonality issues\u003c\/li\u003e \u003cli\u003eStaffing solutions\u003c\/li\u003e \u003cli\u003eGetting the most out of technology\u003c\/li\u003e \u003cli\u003eYear-end planning for tax clients\u003c\/li\u003e \u003cli\u003eStaff tax training program\u003c\/li\u003e \u003cli\u003eAssignment scheduling\u003c\/li\u003e \u003cli\u003eClient appointments\u003c\/li\u003e \u003cli\u003ePreparation and review\u003c\/li\u003e \u003cli\u003eBilling\u003c\/li\u003e \u003cli\u003eDetermining fees\u003c\/li\u003e \u003cli\u003eE-filing\u003c\/li\u003e \u003cli\u003eExtensions\u003c\/li\u003e \u003cli\u003eTax auditsClient satisfaction, retention and referrals\u003c\/li\u003e \u003c\/ul\u003e","brand":"Wiley","offers":[{"title":"Paperback","offer_id":47574313140375,"sku":"9781941651308","price":10346.0,"currency_code":"INR","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0666\/3471\/1191\/files\/9781941651308.webp?v=1774895127","url":"https:\/\/atlanticbooks.com\/products\/managing-your-tax-season-9781941651308","provider":"Atlantic Books","version":"1.0","type":"link"}