today's features

tax refund totals up 10%

tax pros hold 44 percent of the market, one-half percentage point less than a year ago.

by beth bellor

for the first time this busy season, the irs is reporting not just refund numbers and average amounts but also the total amounts refunded. it’s good news: up 10 percent for both total and direct deposit refunds.

more: 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. 21, the most recent data available, the agency had received 42.7 million individual income tax returns, down 4.2 percent from the same period in 2024. it had processed 42.4 million returns, down 3.8 percent.
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how to assign projects to staff

magnet drawing in three peoplesoftware helps, so here are three tips for choosing it.

by frank stitely
the relentless cpa

let’s talk about assigning staff to projects. understand that this discussion will mean nothing the first two weeks of april, when you may be assigning the family dog to some returns.

and that makes perfect sense in those circumstances. i’ve done worse. who knew that goldfish can’t type?

more by frank stitely
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there are two factors to consider in assigning a project to a staff member.

first, does your staff member have the technical capability to complete the project? some people are good at personal tax returns. others are good at business returns. a few rare, wonderful individuals are good at both.
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roman villard: ditch the suit & shine | the disruptors

dress for the job you want, not the job you have. seriously.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr

traditional accounting firms are undergoing a seismic shift, and at the forefront of this transformation is roman villard, founder of full send accounting. in this episode of the disruptors podcast, liz farr sits down with villard to explore his unconventional approach to running an accounting and data consultancy. from redefining firm culture to embracing technology, villard shares how his firm is reshaping what it means to be a modern accountant.

more podcasts and videos: monique swansen: align firm values with servicestina mcgill: how to create lasting client impactstefan van duyvendijk: develop operational mindsetsteve 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 nosalim 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 relationshipsmike maksymiw: be the leader you wish you hadterrell turner: build a solid business showing up as yourselfkelly mann: be the bull in the china shopalicia katz pollock: create a human-centric businessnancy 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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many in the accounting industry grew up hearing, “dress for the job you want.” but for villard, that meant rethinking what kind of job—and firm—he actually wanted. tired of the rigid expectations of traditional accounting firms, he built full send to foster authenticity, allowing professionals to bring their whole selves to work. from casual attire to a brand identity inspired by adventure sports, full send is a firm built on passion, energy, and going all in.

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