Two Keys CPAs Need to End Tax Season Overwhelm
Are you tired of feeling overwhelmed during tax season?
During the spring and fall tax seasons, many CPAs express frustration that clients wait until the last minute to submit documentation despite months of begging and pleading.
And then, like clockwork, a slew of clients submit their documents a week before the deadline and expect the world from the CPA who is thinking, ”Where the heck have you been all summer!”
The CPA feels overwhelmed by the amount of work that needs to be done in a short amount of time.
In today’s episode, I offer two paths to deal with overwhelm and prevent it from happening next tax season: the mindset path and the tactical path.