busy season barometer

shutdown: what to tell tax clients during “the lapse”

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how's busy season so far? join the survey. get the results.
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government shutdown scrambles busy season.

next question: how’s it affecting accountants and clients?
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by rick telberg
卡塔尔世界杯常规比赛时间

the internal revenue service is struggling to continue operations as the nation heads into tax season during the “appropriations lapse,” a.k.a the government shutdown.

some 16,000 irs employees are exempt from the shutdown, and another 30,000 are being called in to work without pay—a total of 57.4 percent of the 80,265 employed before the shutdown.

nevertheless, with four desks out of ten empty, the irs is holding back on most services that require human involvement.

tax practitioners would do well to advise their clients of the following:

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busy season 2018: how good can it get?

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more work, more clients, more fees, more profits. so who’s complaining?

by rick telberg
卡塔尔世界杯常规比赛时间

despite beginning in chaos and uncertainty with the biggest tax-law change in three decades, busy season 2018 may go down as a banner year in the books for the tax profession – one of the best ever, according to the annual 卡塔尔世界杯常规比赛时间 busy season barometer.

scroggs

kathy j. scroggs, of scroggs & associates in montecito, calif., says, “my team is working like a well-tuned grand piano.”

almost half of all cpas report a busy season better than last year, with more work and higher profits. additionally, two-thirds cite gains in revenue and in the number of clients.

one tax practitioner, reporting a “much better year,” is riding a wave of shifting clientele. “i’m having more people coming in to prepare and use e-file, more than last year,” he tells 卡塔尔世界杯常规比赛时间, “especially new business owners opening llcs.”

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new tax law roils busy season 2018

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how savvy cpas turn confusion into new billings.

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by rick telberg
卡塔尔世界杯常规比赛时间 research

the tax cut and jobs act won’t officially take effect until next year, but professionals are already reporting that it’s causing problems and depressing their forecasts for this year’s busy season results.

more on busy season: tax pros gain slight ground in e-filings   |  tax pros turning in only 39% of e-filings  |  beware the ez way out  |  irs #fails at online services spell problems for professionals  |  can the irs improve its phone service?  |  when clients face ‘unreal’ irs audits  |  irs warns about private debt collectors for tax season 2018

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

early soundings from the annual 卡塔尔世界杯常规比赛时间 busy season barometer show that 33 percent of practitioners are forecasting more trouble this year than last year – and they blame it on the new tax law.

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survey results: who’s afraid of busy season 2017?

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卡塔尔世界杯常规比赛时间 research projects shake-out of weaker firms.

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by rick telberg
卡塔尔世界杯常规比赛时间

the difference between the potential winners and losers this busy season could hardly be more stark, according to a 卡塔尔世界杯常规比赛时间 analysis of the annual busy season outlook tracking survey.

while some 56 percent of accountants so far say they’re looking at a “better” or “much better” busy season this year than last year, a distinct minority of about 16 percent is bracing for problems, trouble and setbacks.

more on busy season:  bullish on busy season 2017  |  46 avoidable tax-filing errors – if clients only knew  |  tax prep gets off to strong start  |  sample fee schedule for 1040s  |  tax filings down, but irs blames the calendar  |  survey results: busy season 2017 gets off to strong start   |   2017 fee survey: price for non-itemized 1040s advances 6% to $176   |   the annual tax meeting is dead. clients killed it.   |   reader sound-off: mandatory saturdays stir controversy    |   tax season opportunity kit free instant download   |   world envies low u.s. tax rates on luxury real estate transfers   |   the new small-business loophole you can drive a truck through

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

the annual survey tracks the attitudes, behaviors and benchmarks of tax and accounting professionals throughout the season, providing real-time metrics and trends by which practitioners can chart and steer their business plans. the survey remains open throughout the season, as an invitation to professionals to participate regularly. as a reward for joining the survey, participants are provided the first look at new topline findings. join the survey; get the results.

in examining some of their other responses, the reasons emerge with clarity. for instance, those expecting a “worse” year, are three times more likely than those expecting  “better” season to cite the “general economic situation” as a chief concern, twice more likely to blame “competition from others,” a third more likely to report “technology or software problems, and a quarter more likely to be having problems with “new accounting and auditing” and staffing” issues. those issues cut to the heart of fundamental and basic operations. read more →

survey results: bullish on busy season 2017

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busy season bulls outnumber bears three to one. via 卡塔尔世界杯常规比赛时间 research

profession plows ahead with high hopes.

how’s your busy season so far?
join the survey; get the results.

by rick telberg
卡塔尔世界杯常规比赛时间 research

if expectations pan out, busy season 2017 might be a banner year, according to the first soundings from the 18th annual 卡塔尔世界杯常规比赛时间 busy season barometer. there’s optimism in the air.

a full fifth of respondents tell us they foresee a busy season “much better” than last year’s. and more than a third—36 percent—believe their season will be at least “somewhat better.” together these optimists make up 56 percent of respondents, more than three times the number who are dreading a tougher slog than last year.

more busy season: tax prep gets off to strong start  |  sample fee schedule for 1040s  |   tax filings down, but irs blames the calendar  |   survey results: busy season 2017 gets off to strong start   |   2017 fee survey: price for non-itemized 1040s advances 6% to $176   |   the annual tax meeting is dead. clients killed it.   |   reader sound-off: mandatory saturdays stir controversy    |   tax season opportunity kit free instant download   |   world envies low u.s. tax rates on luxury real estate transfers   |   the new small-business loophole you can drive a truck through

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

granted, that number isn’t as high as 2016’s, when 61% reported improvements over 2015, but 2015 was the infamous annus horribilis, the year of tax prep hell. it wasn’t hard to imagine the next year being better. so 2016 wasn’t so bad, making it surprising that so many see 2017 turning out even better. three upbeat respondents typify the three main causes of optimism.

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survey results: busy season 2017 gets off to strong start

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i.d. theft and security issues emerge as top concern.

how’s busy season so far?
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by rick telberg
卡塔尔世界杯常规比赛时间

tax and accounting professionals are kicking off busy season 2017 with the highest confidence levels in years, but their optimism seems guarded and unsure, according to the latest results from the 卡塔尔世界杯常规比赛时间 busy season barometer.

see the charts below for additional detail. and stay tuned as the busy season unfolds. join the survey to get the latest updates.

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

so far, the survey shows that more than 58% of tax and accounting professionals expect a better season this year than in 2016, which, by comparison, was 61% cheerier than 2015.

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lessons learned from a bad busy season

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卡塔尔世界杯常规比赛时间 busy season barometer
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6 ways to fix the biggest problems.

the 卡塔尔世界杯常规比赛时间 busy season survey
next question: accountants’ economic outlook
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by 卡塔尔世界杯常规比赛时间

we must have struck a chord in our article on the large number of firms suffering through a busy season worse than last year’s, a dreadful depth of bad. several cpas and tax preparers chimed in with comments, most of them constructive.

more on tax season for pro members:   3 ways to save time during busy season  |  most tax professionals call 2016 busy season much improved over last year | stress less this tax season  |  is tax season the new fraud season?  |  5 tax season motivation tips  |  recognize your tax season resources  |  tax season 2016: irs in crisis  |  eliminate tax season excuses  |  record pre-season hiring surge: ready for biggest tax season ever?  |  16 qualities of a good tax season client

from the discussion, we’ve gleaned six client management techniques that should be in practice at almost any firm.

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survey results: tax professionals call 2016 busy season much improved over last year

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join the survey. get the results.
join the survey. get the results.

rising economy, no big changes spell more clients, smoother operations.

next question: identity theft?
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by 卡塔尔世界杯常规比赛时间

the 2015 busy season may go down in the annals of accountancy as one of the worst ever. and let’s hope that’s as bad as it ever gets.

more on tax season for pro members: how to stress less this tax season  |  is tax season the new fraud season?  |  5 tax season motivation tips  |  recognize your tax season resources  |  tax season 2016: irs in crisis  |  eliminate tax season excuses  |  record pre-season hiring surge: ready for biggest tax season ever?  |  16 qualities of a good tax season client  |  8 ways to delight tax season clients  |  small tax season leaks can cause great damage  |  5 ways thorough beats sloppy in tax season  |  tax season management: multi-tasking is a myth  |  digital workflow systems make tax season easier  |  why cpas need to worry about cyber crime (especially in tax season)

remember a year ago? the roll-out of the affordable care act, the revamped irs forms coming out in february, a widespread need for new software, people getting sick, and then it snowed, and then it snowed some more.

this year’s looking a lot better, according to early responses to the 卡塔尔世界杯常规比赛时间 2016 busy season barometer.

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is tax season the new fraud season?

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join the survey. get the results.
join the survey. get the results.

and what are tax professionals doing about it?

busy season barometer
today’s bonus question
how are accountants confronting identity theft concerns this year?
join the survey; get the answers.

by 卡塔尔世界杯常规比赛时间

with data breaches and stolen identities dominating the tax season headlines, today only about a third of americans say identity theft is a concern to them, according to a survey by idt911. meanwhile, about a third of some 600 tax professionals participating in the annual 卡塔尔世界杯常规比赛时间 busy season barometer tracking polls are reporting significant concerns about client security, privacy and identity theft issues.

top 10 key findings from the taxpayer survey:

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