tax firm manager and employee
tax firm manager and employee

Don’t Miss These Ways to Get Your Staff Ready for Tax Season 2018

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As the 2019 tax season creeps closer, it’s more important than ever to ensure you and your staff are up to speed on the Tax Cuts and Jobs Act. It’s a challenge to ensure you’re aware of the tax law changes and how to best leverage them as a client advisor, but it’s also essential to make sure your staff is fully prepared for the coming season.

Several leading tax professionals offered their advice on how to best train and educate your staff on tax reform over the past few months. Here’s a summary of those articles for you to read in case you missed them. There’s no time like the present to get your entire team ready for the coming season!

3 Ways to Reduce Your Employee Knowledge Gap

By Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC

Learn three ways to help the employees in your tax and accounting practice stay up to speed on processes, industry trends and more.

Developing a Training Strategy for Your Tax Firm

By Chuck McGrath Jr, CPA, CFP®, MBA

Use this training strategy template in your own tax and accounting practice to ensure you and your staff are up to speed on the latest tax law changes and more.

Top Tax Podcasts: Knowledge on Demand

By John Mark Wendler, CPA

Learn the full impact that tax reform will have on your clients by listening to a variety of tax-related podcasts, and recommend them to your staff.

Core Values as a Strategy for Staying Current on Tax Reform

By Tyler McBroom, CPA, MBA

Due to tax reform, firms should consider a four-step approach to education that helps ensure they stay abreast of the tax changes, and then communicate those changes to their clients.

Please leave us a comment below if you have other ideas for how to ensure you and your staff are ready for the coming tax season.


Finally, if you’re looking for training to build your team’s expertise, check out the Intuit® ProConnect™ Training Center.

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