tax season survey data on top issues

seven hot topics that “pushed a button.”

bob jennings
bob jenning

tax guru bob jennings (cpa, ea, cfp, and rtrp) has been polling past attendees of his cpe seminars about tax season 2013.

clearly, tax professionals are still seething. “we sent our survey out and it must have pushed a button because the responses overwhelmed our servers,” says jennings, taxspeaker.com.

the results may not surprise you. but they are sobering nevertheless.

he offers new data on

  1. workloads,
  2. profits,
  3. software,
  4. volume of returns handled,
  5. exit strategies, and
  6. the use of engagement letters and
  7. portals.

here are the highlights so far: read more →

busy season survey shows four key findings

updated with responses from may 2013.

the latest update to the topline results for the 卡塔尔世界杯常规比赛时间 busy season barometer shows additional confirmation of four key findings, beginning with the across-the-board problems of a late-starting season and buggy software.

how did your season compare? we’d love to hear. send your comments, rants raves, ideas, or questions to me here. – rick telberg

key finding #1: most practitioners, across all size firms, report a tougher 2013 than 2012. (see chart below for comparisons by size of firm.) read more →

tax season 2013: hard-hit soloists voice their biggest problems

by rick telberg
卡塔尔世界杯常规比赛时间 busy season barometer

tax and accounting professionals of all shapes and sizes, ranging in size from the soloist to the regional leader, are reporting a filing season markedly more problematic than the year before, according to the 卡塔尔世界杯常规比赛时间 busy season barometer. the data for april, still coming in, shows majorities of firms in all class sizes reporting “somewhat worse” or “much worse” performance and results this year.

busy season barometer. join the survey; get the results.
busy season barometer

the 卡塔尔世界杯常规比赛时间 busy season barometer, now in it’s tenth year, is a real-time tracking poll of tax and accounting professionals’ sentiment, performance and results. as a reward for joining the survey panel, participants get early previews of top-line results and notifications.

click here to join the survey; get the results

in this report, we present the first wave of in-depth details, starting with a chart that shows the number of respondents reporting on busy season conditions.

those reporting a “worse” season include:

  • 66% of solo practitioners
  • 60% of firms with 2 to 10 professionals
  • 70% of firms with 11 to 50 professionals
  • 72% of firms with 50 to 100 professionals
  • 53% of firms with more than 100 professionals

and:

  • we gather verbatim comments from the solo practitioners who reported a season “much worse” explaining their rating, and
  • we present their comments assembled into a word-cloud infographic that reveals at a glance the most oft-repeated issues and concerns.

for complete busy season coverage, click here. and stay tuned to 卡塔尔世界杯常规比赛时间 as we report on new developments in the data and analysis.

read more →

tax season 2013 adds up to an exceptionally difficult year for many practitioners

chartexport(3)
about 23% of firms report a “significant” increase in extensions this year, overshadowing all other major benchmarks.

small firms and enrolled agents suffer the most damage from washington shenanigans and balky software. [pro member exclusive]

busy season barometer
join the survey; get the results
go pro

by rick telberg
卡塔尔世界杯常规比赛时间 research
join the survey; get the results

with tax season 2013 finally (gratefully) at an end, the latest soundings from the field show conditions continuing to deteriorate into the final hours, according to the 卡塔尔世界杯常规比赛时间 busy season barometer.

in this report:

  • practitioners’ top five problems during the season (chart)
  • practitioners rate tax season from “better” than last year to “worse” (chart)
  • reports and analysis from practitioners around the nation, including florida, illinois, michigan, maryland, and pennsylvania.

in earlier reports:

 

read more →