{"id":10594,"date":"2017-11-06T08:00:48","date_gmt":"2017-11-06T14:00:48","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=10594"},"modified":"2017-11-06T15:20:17","modified_gmt":"2017-11-06T21:20:17","slug":"how-todays-tax-season-is-different-than-five-years-ago","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/","title":{"rendered":"How Today’s Tax Season is Different Than Five Years Ago"},"content":{"rendered":"

As we enter the latest “technology revolution” and our team holds its strategic planning sessions for tax year 2017, I can’t help but think about how it used to be \u2013 \u201cthe good old days” of income tax preparation \u2026.<\/p>\n

Tax season and preparation have changed since my tax practice started in 2012, and it probably isn’t done yet. We are in the middle of a technological transformation. Technology has changed tax season preparation, software purchasing and even staffing.<\/p>\n

My practice in 2012 was much different from my current practice. When preparing for tax season in 2012, my first project was deciding what tax folders we would use. Would I buy the $10 Staples folders or $50 customized folders? We purchased the cheaper ones because I never did see the value in expensive folders. Today, we probably buy one packet of folders for our legacy walk-in clients because 90 percent of our clients\u2019 returns are done electronically.<\/p>\n

Another change that we have seen over the years is the type of software we purchase for tax season. Since the beginning of the digital age, most, if not all preparers, have used some type of desktop-based software application. The cost of the software was typically fixed in nature, making it easier to budget the cost of operations. Today, tax software has moved to a subscription-based cloud model. The pricing of the software allows for the flexibility of today\u2019s practice to grow without the limitation of fixed price and fixed return software. We use Intuit\u00ae ProConnect\u2122 Tax Online<\/a> and QuickBooks\u00ae Online Accountant<\/a>.<\/p>\n

This pricing model has also led to the flexibility in staffing, which I believe will continue to change due to the way technology has changed how data entry is handled within firms. With OCR and PDF readers, there is less of a demand for data entry personnel; in fact, we no longer have any data entry clerks for tax season. In addition, technology has allowed firms to work remotely. In previous tax seasons, we were stuck in the office all tax season. Today, we “should be” \u2013 a poke at older firms who still want everyone in the office \u2013 able to work from home or another remote location.<\/p>\n

The fact is tax season will never be the same. If the changes in tax law are not enough, technology has become the singular game changer. The ability to adapt to such changes will determine the next major “Firms of the Future.”<\/p>\n

Editor\u2019s note:<\/strong> Accounting has changed a lot in the past five years, but what will happen in the next five years? Check out Patti Newcomer\u2019s article \u201cThe 2022 Accountant<\/a>.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"

Technology has advanced today’s tax practice with regard to software, staffing and efficiency. Find out how from cloud-based accountant Jeff Wilson II, CPA.<\/p>\n","protected":false},"author":125102266,"featured_media":10596,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[582953239],"class_list":["post-10594","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management"],"header_image":"","yoast_head":"\nHow Today's Tax Season Has Changed<\/title>\n<meta name=\"description\" content=\"Tax seasons have evolved with new legislation, remote work, and technology. Explore how today's filing environment compares to what firms experienced five years ago.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Today's Tax Season is Different Than Five Years Ago - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Tax seasons have evolved with new legislation, remote work, and technology. Explore how today's filing environment compares to what firms experienced five years ago.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2017-11-06T14:00:48+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-11-06T21:20:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/five-technology-e1535552683524.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"655\" \/>\n\t<meta property=\"og:image:height\" content=\"358\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jeff Wilson, CPA\/PFS, CGMA, CFE, CDFA\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jeff Wilson, CPA\/PFS, CGMA, CFE, CDFA\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/\"},\"author\":{\"name\":\"Jeff Wilson, CPA\\\/PFS, CGMA, CFE, CDFA\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/7b851fdfa85f80bee341e9b079de8bee\"},\"headline\":\"How Today’s Tax Season is Different Than Five Years Ago\",\"datePublished\":\"2017-11-06T14:00:48+00:00\",\"dateModified\":\"2017-11-06T21:20:17+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/\"},\"wordCount\":443,\"commentCount\":1,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/five-technology-e1535552683524.jpg\",\"articleSection\":[\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/\",\"name\":\"How Today's Tax Season Has Changed\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/five-technology-e1535552683524.jpg\",\"datePublished\":\"2017-11-06T14:00:48+00:00\",\"dateModified\":\"2017-11-06T21:20:17+00:00\",\"description\":\"Tax seasons have evolved with new legislation, remote work, and technology. Explore how today's filing environment compares to what firms experienced five years ago.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/five-technology-e1535552683524.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/five-technology-e1535552683524.jpg\",\"width\":655,\"height\":358,\"caption\":\"technology for a tax practice\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-todays-tax-season-is-different-than-five-years-ago\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How Today’s Tax Season is Different Than Five Years Ago\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/7b851fdfa85f80bee341e9b079de8bee\",\"name\":\"Jeff Wilson, CPA\\\/PFS, CGMA, CFE, CDFA\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/6de66ec4808a149b20f1026d030193075ce02468cd17505be5abc1f54cfb3940?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/6de66ec4808a149b20f1026d030193075ce02468cd17505be5abc1f54cfb3940?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/6de66ec4808a149b20f1026d030193075ce02468cd17505be5abc1f54cfb3940?s=96&d=identicon&r=g\",\"caption\":\"Jeff Wilson, CPA\\\/PFS, CGMA, CFE, CDFA\"},\"description\":\"Jeff Wilson II, CPA\\\/PFS, CGMA, CFE, CDFA, is principal of The W2 Group, LLC., a solution-driven accounting and advisory firm specializing in bringing cloud-based solutions and efficiencies to their clients, including associations and government contractors. The firm is an SBA-certified 8(a) Small Business and MBE-certified accounting firm headquartered in Upper Marlboro, MD. Jeff is a graduate of Bowie State University, and a former Big 4 CPA who uses his compound domain expertise to bring a blend of best practices learned at Large organizations with practical application for his small business clients. Through his efforts, the University could implement various financial constraint measures while maintaining the integrity of the University\u2019s essential services. As a result of his work, he became the only student director under the Finance and Administration Division. In February 2007, he featured in Black Enterprise Inc. magazine as No.77 Financial Fitness Winner. The magazine recognized him for his insight on personal finance and investments. Jeff is a frequent presenter at workshops and seminars on small business. He was named a 40 under 40 CPA by CPA Practice Advisor, and is author of \u201cThe Lies our Parents Were Sold and Told Us.\u201d Jeff has also been named 40 under 40 Black CPAs and a board member of the Maryland Association of CPAs. He is also a BFTP Level 1 of the Future Harvest Program and a \u201crehabilitating farmer.\u201d\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/jeffwilsontax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How Today's Tax Season Has Changed","description":"Tax seasons have evolved with new legislation, remote work, and technology. Explore how today's filing environment compares to what firms experienced five years ago.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/","og_locale":"en_US","og_type":"article","og_title":"How Today's Tax Season is Different Than Five Years Ago - Tax Pro Center | Intuit","og_description":"Tax seasons have evolved with new legislation, remote work, and technology. Explore how today's filing environment compares to what firms experienced five years ago.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2017-11-06T14:00:48+00:00","article_modified_time":"2017-11-06T21:20:17+00:00","og_image":[{"width":655,"height":358,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/five-technology-e1535552683524.jpg","type":"image\/jpeg"}],"author":"Jeff Wilson, CPA\/PFS, CGMA, CFE, CDFA","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Jeff Wilson, CPA\/PFS, CGMA, CFE, CDFA","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/"},"author":{"name":"Jeff Wilson, CPA\/PFS, CGMA, CFE, CDFA","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/7b851fdfa85f80bee341e9b079de8bee"},"headline":"How Today’s Tax Season is Different Than Five Years Ago","datePublished":"2017-11-06T14:00:48+00:00","dateModified":"2017-11-06T21:20:17+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/"},"wordCount":443,"commentCount":1,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/10\/five-technology-e1535552683524.jpg","articleSection":["Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/","name":"How Today's Tax Season Has Changed","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/10\/five-technology-e1535552683524.jpg","datePublished":"2017-11-06T14:00:48+00:00","dateModified":"2017-11-06T21:20:17+00:00","description":"Tax seasons have evolved with new legislation, remote work, and technology. Explore how today's filing environment compares to what firms experienced five years ago.","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/10\/five-technology-e1535552683524.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/10\/five-technology-e1535552683524.jpg","width":655,"height":358,"caption":"technology for a tax practice"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-todays-tax-season-is-different-than-five-years-ago\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"How Today’s Tax Season is Different Than Five Years Ago"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/7b851fdfa85f80bee341e9b079de8bee","name":"Jeff Wilson, CPA\/PFS, CGMA, CFE, CDFA","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/6de66ec4808a149b20f1026d030193075ce02468cd17505be5abc1f54cfb3940?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/6de66ec4808a149b20f1026d030193075ce02468cd17505be5abc1f54cfb3940?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/6de66ec4808a149b20f1026d030193075ce02468cd17505be5abc1f54cfb3940?s=96&d=identicon&r=g","caption":"Jeff Wilson, CPA\/PFS, CGMA, CFE, CDFA"},"description":"Jeff Wilson II, CPA\/PFS, CGMA, CFE, CDFA, is principal of The W2 Group, LLC., a solution-driven accounting and advisory firm specializing in bringing cloud-based solutions and efficiencies to their clients, including associations and government contractors. The firm is an SBA-certified 8(a) Small Business and MBE-certified accounting firm headquartered in Upper Marlboro, MD. Jeff is a graduate of Bowie State University, and a former Big 4 CPA who uses his compound domain expertise to bring a blend of best practices learned at Large organizations with practical application for his small business clients. Through his efforts, the University could implement various financial constraint measures while maintaining the integrity of the University\u2019s essential services. As a result of his work, he became the only student director under the Finance and Administration Division. In February 2007, he featured in Black Enterprise Inc. magazine as No.77 Financial Fitness Winner. The magazine recognized him for his insight on personal finance and investments. Jeff is a frequent presenter at workshops and seminars on small business. He was named a 40 under 40 CPA by CPA Practice Advisor, and is author of \u201cThe Lies our Parents Were Sold and Told Us.\u201d Jeff has also been named 40 under 40 Black CPAs and a board member of the Maryland Association of CPAs. He is also a BFTP Level 1 of the Future Harvest Program and a \u201crehabilitating farmer.\u201d","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/jeffwilsontax\/"}]}},"jetpack_publicize_connections":[],"jetpack_shortlink":"https:\/\/wp.me\/pazjGh-2KS","jetpack-related-posts":[{"id":57506,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/on-the-books-podcast-merry-books-to-tax-season\/","url_meta":{"origin":10594,"position":0},"title":"On the Books podcast: Merry books-to-tax season","author":"Amanda Thompson","date":"December 11, 2024","format":false,"excerpt":"In this episode of On the Books, Paul Glantz and Amy Walker discuss the challenges of CAS and tax practices working together, and how their firm was formed to address those challenges.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"On the Books podcast: Merry books-to-tax season","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/On-the-Books-podcast-Merry-books-to-tax-season-copy.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/On-the-Books-podcast-Merry-books-to-tax-season-copy.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/On-the-Books-podcast-Merry-books-to-tax-season-copy.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/On-the-Books-podcast-Merry-books-to-tax-season-copy.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/On-the-Books-podcast-Merry-books-to-tax-season-copy.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/On-the-Books-podcast-Merry-books-to-tax-season-copy.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":8178,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-season-is-over-its-time-for-celebration-and-lesson-learning\/","url_meta":{"origin":10594,"position":1},"title":"Tax Season is Over; it’s Time for Celebration and Lesson Learning","author":"Andrew Poulos, EA, ABA, ATP","date":"May 8, 2017","format":false,"excerpt":"There is always cause for reflecting on the season to see what worked well. Whether you are a full-time professional or seasonal, surviving a long tax season is a cause for celebration and evaluation. If your tax season was anything like mine, you are probably ready for a much deserved\u2026","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"finish strong for tax season","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/steps-e1535553625644.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":6302,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/practice-profile-tax-season-efficiency-tips-from-a-tax-pro\/","url_meta":{"origin":10594,"position":2},"title":"Practice Profile: Tax Season Efficiency Tips From a Tax Pro","author":"Scott Cytron","date":"February 8, 2017","format":false,"excerpt":"Meet Randi Sorenson, CPA, CFF, CFE, president of Sorenson Business Consulting, Inc., a full-services tax and accounting practice in Westlake Village, Calif. For more than 20 years, Randi has worked with small- to mid-sized businesses, setting up accounting and point-of-sale departments. She develops policies and procedural systems so that her\u2026","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"solo tax practitioner","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/istock_000015472072_xxxlarge-e1535553571482.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/istock_000015472072_xxxlarge-e1535553571482.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/istock_000015472072_xxxlarge-e1535553571482.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":186,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/infographic-taxonomy-of-the-tax-pro\/","url_meta":{"origin":10594,"position":3},"title":"Infographic: Taxonomy of the Tax Pro","author":"Tara Stratton","date":"May 17, 2016","format":"video","excerpt":"Tax season is over, and now is the time to evaluate your practice and learn more about the impact of professional tax preparers on tax preparation overall. How do your credentials stack up against your peers? What percentage of your clients use direct deposit to receive their refund? And, what\u2026","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/05\/taxonomy3-e1508451616297.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/05\/taxonomy3-e1508451616297.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/05\/taxonomy3-e1508451616297.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/05\/taxonomy3-e1508451616297.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":21630,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/hiring-and-managing-talent-for-tax-season\/","url_meta":{"origin":10594,"position":4},"title":"Hiring and managing talent for tax season","author":"Kimberly Ellison-Taylor, CPA, CGMA, CISA","date":"November 9, 2020","format":false,"excerpt":"Find out how to find and secure tax season talent; Kimberly Ellison-Taylor, CPA, CGMA, CISA, gives you practical advice you can use right away.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Hiring People to Work","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/Hiring-People-to-Work.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/Hiring-People-to-Work.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/Hiring-People-to-Work.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/Hiring-People-to-Work.jpeg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":8208,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-did-your-tax-season-go-bryce-forney-talks-technology\/","url_meta":{"origin":10594,"position":5},"title":"How Did Your Tax Season Go? Bryce Forney Talks Technology","author":"Bryan Cytron","date":"May 9, 2017","format":"video","excerpt":"Did you accomplish your goals for the most recent tax season? What role did technology play in expediting your work? In \u201cReflecting on Your Tax Season and How To Improve The Next One,\u201d a session held during the April Intuit\u00ae QuickBooks\u00ae and ProConnect\u2122 Virtual Conference, Bryce Forney, CPA, advised tax\u2026","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"technology for tax professionals","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/technology-network-e1535552498751.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/technology-network-e1535552498751.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/technology-network-e1535552498751.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/five-technology-e1535552683524.jpg","_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/10594","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/125102266"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=10594"}],"version-history":[{"count":11,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/10594\/revisions"}],"predecessor-version":[{"id":10973,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/10594\/revisions\/10973"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/10596"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=10594"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=10594"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=10594"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=10594"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=10594"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=10594"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}