by 卡塔尔世界杯常规比赛时间 research
you want to hit the busy season running, not getting organized. the holiday season provides an excellent slow-time opportunity for tax offices to get ahead on tax season preparations.
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here are 10 ways you can leverage this time:
- organize client information: contact clients to ensure you have updated contact information, financial records and relevant documentation. resolve any missing information from previous tax years. confirm that you’ll be doing their taxes again.
- schedule year-end tax planning meetings: meet with clients to review their financial situation and discuss year-end strategies, such as charitable donations, retirement contributions, capital gains harvesting and anything else that could reduce their tax liability. also help them prepare to deliver timely tax information.
- update tax software and tools: make sure your tax software is up to date. prepare any templates, checklists or tools you use for tax preparation. confirm that everything works and all staff know how to use it.
- train or update staff: conduct training sessions to familiarize your team with any changes in tax law, software updates or new procedures. discuss client handling and workflow management. ask if there are any concerns that need to be addressed.
- review changes in tax legislation: update yourself and staff on recent tax law changes at federal, state and local levels. consider how these changes will affect your clients and adjust your strategies accordingly. inform clients before the end of the year, as necessary.
- send out year-end reminders: send emails or newsletters reminding clients of important deadlines, year-end financial considerations and any last-minute tax-saving opportunities. later, remind them again.
- organize internal workflows: refine your tax season workflow, including document intake, file management and communication protocols. identify and rectify bottlenecks. ask for suggestions on how to improve workflow.
- prepare engagement letters: draft and send out engagement letters to clients for the upcoming tax season, outlining services to be provided, fees and other important terms. include checklists. suggest deadlines.
- update client portals: if you use a client portal, make sure it’s ready for tax season, with clear instructions on how clients should upload documents, complete checklists or communicate securely. consider asking clients to use it in a trial run.
- market tax services: use the holiday season to promote your tax services through social media, newsletters and local networking events. offer early-bird discounts or free consultations to attract new clients.
the holiday season is a special time with a psychology all its own. it’s slower and happier. try to combine the holiday spirit with staff preparation. avoid coming back from the holidays and needing to start organizing for the busyness that’s right around the corner.