easy ways to avoid ‘done but’ tax returns

meeting of six peoplechange mentality and ask better questions to eliminate bottlenecking.

by frank stitely
the relentless cpa

a project hung up in process is one where there is a disagreement between people involved in a project as to the status. for example, a client thinks he has answered your tax return questions, while you believe he has not. another example is when a tax return preparer believes a return is ready for review while the reviewer does not believe it’s ready.

more: six ways to create a millennial-friendly firm | do you know your turnaround time? | tax season client meetings: kill them now | leadership growth is a two-way street | 12 subjective factors for pricing your next engagement | the six pillars for finance transformation | three strategies to keep emerging leaders engaged
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the result of a hung-up project is a dead project – one that’s not moving to completion.