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Managing Your Tax Season

Author: Edward Mendlowitz, CPA/PFS/ABV/CFF/CITP, CGMA
Publisher: AICPA
Availability: Varies by Format (See Below)
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Is tax season at your firm a head-long scramble to the finish line? Do you want to start your next tax season with a system that reflects thoughtful planning and training?

Get fresh insight into tax preparation—and very likely result in significant improvements to your current system. You will learn to analyze your existing tax season system and target problems so that work will be more efficient, errors will decrease, and personnel, including you, will feel less stressed. Most importantly, a well-run tax season will make your clients happier and more loyal.

Every firm has a tax season system, whether documented or not. Tax season management expert Edward Mendlowitz shares specific ideas for improving each aspect of your system, including how to

  • Staff creatively with seasonal staff, interns, and by outsourcing
  • Maximize the effectivness of the tax organizers you send to clients
  • Communicate effectively with clients about the value of your service
  • Use pre-year-end planning to develop tax and financial planning opportunities
  • Empower your preparers to do more return work
  • Make reviews run smoothly
  • Conduct a post-tax season assessment of your process
  • Bill for the real value of your return preparation—and even increase your fees

Numerous sample checklists, letters, charts, and Excel tax comparison worksheets will help you implement this guidance in your next tax season. Having a world-class tax department is possible for every firm, and this resource will help you make that goal a reality.

Topics Discussed:

  • Improving tax season system
  • Tax return preparation processes
  • Managing seasonality issues
  • Staffing solutions
  • Getting the most out of technology
  • Year-end planning for tax clients
  • Staff tax training program
  • Assignment scheduling
  • Client appointments
  • Preparation and review
  • Billing
  • Determining fees
  • E-filing
  • Extensions
  • Tax audits
  • Client satisfaction, retention and referrals

Tax Section and PCPS Members Receive Additional Savings!

Tax Section Members - when you log into this website with your AICPA member user account, the Tax Section discount will be automatically applied during checkout.

PCPS Members – click here and login with your AICPA member user account to obtain the discount code to enter during checkout.

Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or

Find out more information on the Tax Section and PCPS.

Edward Mendlowitz, CPA/PFS/ABV/CFF/CITP, CGMA is a partner emeritus in the CPA firm WithumSmith+Brown, located in New Brunswick, NJ. His practice management techniques have been covered by many publications, including The Wall Street Jounal and Journal of Accountancy. He has authored 24 books, written hundreds of articles, and written and presented more than 200 continuing education programs for CPAs. His Managing Your Tax Season program has been a very popular offering for the New Jersey Society of CPAs. He is also a consultant to a number of CPA firms.
Paperback , 2014
Product# PTX1402P
Availability: In Stock
AICPA Member:$79.00
Your Price:$99.00
eBook 2014
Product# PTX1402E
Availability: eBook Download
AICPA Member:$69.00
Your Price:$85.00
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