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Managing Your Tax Season [2016]

1
Introduction
5
Firm Preparation
17
Consider Options for Managing Seasonality
27
Leveraging Technology
39
Complete Pre‐Year‐End Planning for Select Clients
51
Complete Mailings to Clients
101
Implement a Staff Tax Training Program
109
Prepare a Preliminary Assignment Schedule
119
Review Staff Arrangements and Responsibilities
127
Maximizing Tax Season Efficiency
131
Return Preparation—Overview and Introduction to Tax Comparison Worksheets
153
Make Appointments with Clients
167
Prepare the Return
183
Review the Return
197
Prepare the Bill
201
E‐File Appropriate Returns
207
Process Extensions
219
Assist with Tax Audits
227
Client Satisfaction, Retention, and Referrals
255
How to Determine Your Fees
273
Expectation Gap
279
Introducing Tax Clients to Additional Services
299
Costs of Preparing a Tax Return
307
Some Best Practices for a Better Tax Season
309
It's Supposed to Get Better
311
Afterword
i
Front Matter
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