outlook & analysis

2020 outlook: making volume manageable

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remember who’s watching.

by tamera loerzel

a big issue that i have seen firms struggle with is volume. to help manage and reduce the volume to free up time for proactive, future-oriented initiatives, firm leaders need to get laser focused.

more: 2020 outlook: more engagement, less ‘efficiency’ | non-traditional hires might be the answer | focus on business development | innovate and anticipate | balance advisory and compliance | talent shortage drags on | demand is high | business development goes borderless | data import on the rise | becoming the most valuable advisor | top three tips for 2020 success | where do you want to be? | dicey disruptions | upstream mergers | staffing gets creative
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

three places you can start and take incremental steps to make progress in truly driving change in your firm include:
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data points down as tax season opens

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data chartdiys, refunds are up.

the 卡塔尔世界杯常规比赛时间 busy season barometer: new year, new strategies?
join the survey. get the results.

by beth bellor

filings were behind last year’s marks as tax season opened, according to the irs, and pros handled about 35 percent of e-filings.

more: the fight for new tax clients | 5 tax review keys | treat review procedures like quality control |  survey results: tax pros forecast a better 2020 |  can the irs enforce the tax code? |  tax pro’s upbeat on cusp of busy season |  use tax return prep for training and growth |  irs undertakes overhaul  | all 2020 tax season coverage
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the internal revenue service received 15.8 million individual income tax returns for the week ending jan. 31 – the first of the season and just five days long – down by 1.6 percent from the year before. it had processed 12.9 million returns, down 2.7 percent, for a processing rate of 82 percent.
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2020 outlook: more engagement, less ‘efficiency’

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how well do you know your clients’ strategic plans?

by jeff pawlow

while firms intellectually understand what it means to move from a “compliance” to an “advisory” posture, most are lagging when it comes to actually making the pivot.

more: 2020 outlook: non-traditional hires might be the answer | development | innovate and anticipate | balance advisory and compliance | talent shortage drags on | demand is high | business development goes borderless | data import on the rise | becoming the most valuable advisor | top three tips for 2020 success | where do you want to be? | dicey disruptions | upstream mergers | staffing gets creative
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

part of this is based on the fact that most firms are still run the way they have always been run – designed to produce the core services as efficiently as possible. in order to function in an advisory capacity, a complete retooling is necessary – where the emphasis is less about efficiency and more about engagement.
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accountants cautiously bullish on the economy

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the 卡塔尔世界杯常规比赛时间 busy season barometer. join the survey. get the results
the 卡塔尔世界杯常规比赛时间 busy season barometer. join the survey. get the results

“local optimism” a bit better than last year.

the 卡塔尔世界杯常规比赛时间 busy season barometer
new year, new strategies.
join the survey. get the results.

by 卡塔尔世界杯常规比赛时间 research

when cpas talk about the economy, people listen. they listen because accountants have their finger on the pulse of the economy. they look at real numbers all day. they look at where the numbers are coming from and where they’re probably going. it’s what they do.

more: pros improving performance | can the irs enforce the tax code? | tax pros upbeat on cusp of busy season | irs undertakes overhaul
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

for that reason, 卡塔尔世界杯常规比赛时间’ 2020 busy season barometer steps back from strictly tax issues to ask how things look economically. the answers are always interesting.

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the fight for new tax clients

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bar chart
by 卡塔尔世界杯常规比赛时间 research

and will refunds reverse their downward trend?

the 卡塔尔世界杯常规比赛时间 busy season barometer: new year, new strategies?
join the survey. get the results.

by beth bellor

the irs is about to roll out its first filing statistics of 2020, but before it does, let’s recap 2019.

more on tax season: pros improving performance | can the irs enforce the tax code? | tax pros upbeat on cusp of busy season | irs undertakes overhaul
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

first, the market share: how many individual income tax returns were filed, and how many of those were touched by accountants?
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