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Managing Your Tax Season [2016]
- 1
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Introduction
- 5
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Firm Preparation
- 17
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Consider Options for Managing Seasonality
- 27
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Leveraging Technology
- 39
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Complete Pre‐Year‐End Planning for Select Clients
- 51
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Complete Mailings to Clients
- 101
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Implement a Staff Tax Training Program
- 109
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Prepare a Preliminary Assignment Schedule
- 119
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Review Staff Arrangements and Responsibilities
- 127
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Maximizing Tax Season Efficiency
- 131
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Return Preparation—Overview and Introduction to Tax Comparison Worksheets
- 153
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Make Appointments with Clients
- 167
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Prepare the Return
- 183
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Review the Return
- 197
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Prepare the Bill
- 201
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E‐File Appropriate Returns
- 207
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Process Extensions
- 219
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Assist with Tax Audits
- 227
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Client Satisfaction, Retention, and Referrals
- 255
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How to Determine Your Fees
- 273
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Expectation Gap
- 279
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Introducing Tax Clients to Additional Services
- 299
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Costs of Preparing a Tax Return
- 307
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Some Best Practices for a Better Tax Season
- 309
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It's Supposed to Get Better
- 311
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Afterword
- i
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Front Matter