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irs phone stats improve—unless you’re a tax pro

what “priority service”? only 61 percent of practitioner calls get through.

irs phone line
level of service
accounts management
87%
practitioner priority service
61%
installment agreement / balance due
35%
identity theft
29%
critical support lines remain overwhelmed.

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service reports significant improvements in its phone service, but the gains mask critical shortfalls in other high-demand lines, frustrating taxpayers and practitioners alike.

more irs | brace yourself: irs 25% staff cuts mean big trouble for tax pros and clients | what to watch in the one big beautiful bill |irs’s big annual report: already out of date as agency grapples with chaos and cutsbusy season barometer stats: who’s responding and how they’re doing | tax season faceplant: accountants overrun by late chaos

despite improvements in certain areas, such as the accounts management lines achieving an 87 percent level of service with average wait times dropping to 3 minutes, other critical lines experienced significantly lower service levels. for instance, the identity theft line had an los of just 29 percent, and the installment agreement/balance due line stood at 35 percent.

however, performance plummets for other phone lines. the level of service on the identity theft line was just 29 percent, and on the installment agreement/balance due line, it was 35 percent.

the practitioner priority service line, heavily used by professionals, managed just 61 percent, well below the standard for acceptable support.

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how to create client personas

they’ll help you build service packages.

by jody padar
radical pricing – by the radical cpa

one drawback of the hourly pricing model is its one-size-fits-all nature. every client is charged the same rates per hour, with the only difference being the number of hours each uses.

but the world isn’t made up of identical people working in identical businesses and driving identical cars to and from their identical homes. thank goodness!

more by jody padar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

clients are as different as you or me, but we can group them into buckets called personas based on shared values or traits. in a client-centric firm, it helps to understand these basic personas so you can more efficiently meet each client’s needs. you probably have a handful of personas in your firm right now. you just haven’t seen them as a grouping because, in your bill-by-the-hour model, it doesn’t matter who they are.
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hannah munro: real reasons change fails | accounting influencers

from unclear goals to digital missteps, this episode outlines what it takes to transform with confidence.

this was originally published april 19, 2025.
sponsored by “max: maximize productivity, profitability, and client retention,” by august j. aquila  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss.

 

accounting influencers
with rob brown

change isn’t slowing down. it’s speeding up. and according to hannah munro, that’s precisely why finance professionals can’t afford to treat transformation as a one-time event.

in this episode of accounting influencers, munro—managing director of itas solutions and host of the cfo 4.0 podcast—discusses driving successful change in accounting and finance. she dives into why so many transformation initiatives fail and outlines a smarter path forward for firms looking to adapt, evolve, and thrive.

“the pace of change is accelerating,” munro explains. “that volatility and uncertainty are forcing finance professionals to elevate their role.”

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ten ways to hold partners accountable

man, woman, man having serious discussion around conference table

making partner doesn’t mean it’s time to kick back.

by marc rosenberg
the rosenberg practice management library

partner accountability addresses what is expected of each partner, how partners will be managed so that expectations are met and what the consequences will be for failure to meet these expectations.

more by marc rosenberg
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

we have interviewed hundreds of partners on partner accountability. we frequently ask them if they would like the firm to have partner accountability. a response we often get is a derivation of: “yes, i’m all for partner accountability (long pause …) as long as it doesn’t affect me!”

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‘kryptonite:’ irs buried under 8 million paper returns

2025 season leaves 8.2 million unprocessed returns and a backlog of 750,000 correspondence cases.

return type
scanned by april 18
form 1040
~1%
form 940
~9%
form 941
~13.5%
far behind digital processing goals.

by 卡塔尔世界杯常规比赛时间 research

despite modernization efforts, the irs is drowning in paper, which the national taxpayer advocate calls the agency’s “kryptonite.”

more taxbrace yourself: irs 25% staff cuts mean big trouble for tax pros and clients | what to watch in the one big beautiful bill  | irs’s big annual report: already out of date as agency grapples with chaos and cutsbusy season barometer stats: who’s responding and how they’re doingaccountants reporting a pretty good yeartax season faceplant: accountants overrun by late chaos

during the 2025 filing season, the irs scanned fewer than 1 percent of paper-filed forms 1040, falling drastically short of its paperless processing initiative goals. this continuing reliance on paper adds months to the processing cycle. in addition to return delays, it clogs the system for identity theft resolution, amended returns, and refund claims, each requiring manual review. for tax professionals, the paper problem means longer timelines, more uncertainty, and higher support costs.

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