today's features
busy season management

remember these nine tax season resources

happy family of four outdoors in winter clothing on snow

don’t take them for granted.

by ed mendlowitz
tax season opportunity guide

we have many resources and need to recognize that. and we need to treat each with its own importance. even if you did everything yourself, you’d still need to rely on your tax software company, fedex and the postal service, stationery supplier, computer consultant, the internet and email, cell phone provider and copier/scanner machine. and that’s just a few of the resources we rely on. managing your resources well creates an aura of security and consistency to your practice.

more by ed mendlowitz
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but there more. and they are often overlooked. or taken for granted. here are some more resources that need to be managed:
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featured video

art werner: navigating the corp. transparency act | quick tax tip

the new responsibility for tax professionals is also a chance to grow your practice and billable hours.

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quick tax tip
with art werner
cpe today

as a tax professional, you are already well-versed in dealing with the complexities of the internal revenue service (irs). however, a new player in the compliance landscape requires your attention: fincen—the financial crimes enforcement network.

click here for more art werner

while fincen has long been responsible for monitoring financial activities related to money laundering, organized crime, and terrorism, a new regulation—the corporate transparency act (cta)—has expanded its reach. effective january 1, 2024, this law requires businesses to report beneficial ownership information (boi) to fincen, creating a new compliance responsibility for which tax professionals must be prepared.

related: fincen calls a much needed time out for beneficial ownership information reporting while congress mulls changes “on february 27, 2025, fincen announced that no enforcement actions (read: fines and penalties) would take place for noncompliance with the requirements until at least the u.s. treasury department promulgated new guidance. this announcement was affirmed by treasury on march 2, 2025…”

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charts & graphs

tax pros handle 46% of e-filings

table of tax return data

individual refunds are up 6 percent.

by beth bellor

busy season is rolling along pretty much as usual.

more: tax refund totals up 10% | tax refunds plummet, but no worries | tax refunds up 18% early on | first tax filing reports are in
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as of feb. 28, the latest data available, the internal revenue service had received 52.4 million individual income tax returns, down 3 percent from the same period in 2024. it had processed 51.8 million returns, down 2.7 percent.
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busy season management

teach time management and tax reviewing

man and woman looking down at document

avoid the dreaded “what’s the status of” questions.

by frank stitely
the relentless cpa

let’s discuss two training issues in detail: teaching time management and teaching review skills.

the biggest training gift that you can give your staff is time management training. you may want to offer formal training, but i have never found one that was really specific to cpa firms and the daily challenges we face.

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two time-management skills are at the heart of what cpa firms do. first, teach your staff task switching. by that i mean they shouldn’t get locked in on one type of task to the exclusion of others.
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featured video

ira rosenbloom: m&a money’s easy – culture fit’s hard | the disruptors

progressive firms are the key to the future of the profession.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “holistic guide to wealth management,” by rory henry – see today’s special offer

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the disruptors
with liz farr

the world of m&a is full of disruption, distraction, and disorientation these days, says ira rosenbloom, ceo of optimum strategies. while the headlines focus on private equity’s increasing role in cpa firm acquisitions, two new types of acquirers are playing a bigger role: family offices and wealth management.

more podcasts and videos: roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

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these different participants are disrupting “the more traditional marketplace, which for years has been driven by two cpa firms getting together that had a lot in common, except one was larger and the other one was smaller,” says rosenbloom. “i just think that what we’ve seen is there’s not one approach that works for everybody. we’re seeing dimension now. we’re seeing a whole bunch of choices.”

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