{"id":1083,"date":"2015-12-02T18:39:17","date_gmt":"2015-12-03T00:39:17","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=1083"},"modified":"2016-07-05T17:57:59","modified_gmt":"2016-07-05T22:57:59","slug":"5-things-you-can-do-now-to-prepare-for-tax-season","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/","title":{"rendered":"5 Things You Can Do Now to Prepare for Tax Season"},"content":{"rendered":"

You may have a well-appointed office, state-of-the-art computers, a complete tax library and the best tax preparation software money can buy. However, the success of the upcoming tax season will depend on something less tangible \u2013 the efforts of you and your staff members.<\/span><\/p>\n

1. Streamline Your Operation<\/b><\/p>\n

You may feel that returns did not move smoothly through your office last tax season. Perhaps, some personnel weren\u2019t quite sure what they were supposed to do, while others were juggling multiple jobs. This kind of disorganization can result in inefficient and costly use of staff time \u2013for example, highly paid return preparers may have spent valuable time assembling and mailing returns.<\/span><\/p>\n

Action step:<\/b> Set up procedures for how a return is to move through the office. As part of these procedures, establish clear-cut roles for everyone in the office \u2013 return preparer, reviewer, signer, and support services such as efiling and billing. Design a docket sheet outlining each step in the return preparation process, and require staff members to initial the sheet when each step is completed for a particular return. In addition to helping things run more smoothly, this practice can help establish staff accountability.<\/span><\/p>\n

2. Review Staff Performance<\/b><\/p>\n

Although you may have a general idea of how your office performed last tax season, you may not have given much thought to how staff members performed on an individual basis and how they need to grow and improve.<\/span><\/p>\n

Action step: <\/b>Evaluate how each staff member performed in specific areas, including technical knowledge, client relations, and management of subordinates, to determine the need for further training. For example, you may find that a return preparer spent too much time researching basic tax questions or was not adequately informed on the latest developments. If so, attendance at some brush-up courses or tax seminars may be in order. Staff members who experienced difficulties in dealing with clients or coworkers may need additional mentoring and instruction.<\/span><\/p>\n

3. Address Staff Shortages<\/b><\/p>\n

Every tax professional expects to work long hours during tax season. However, there is a limit even during tax season. Tired, overworked return preparers are more prone to errors.<\/span><\/p>\n

Action step: <\/b>Consider hiring temporary, seasonal help to ease the workload. By compiling statistics on returns, refunds, and extensions filed each month, you\u2019ll be able to determine your needs in this area. If you make it a regular practice to hire temporary help during the busy season, you may even be able to build up a core group \u2013 of both professionals and support staff \u2013 that you can call in every year. These people will be familiar with your office procedures and your clients so that you won\u2019t have to \u201cbreak them in\u201d each year. As an added benefit, you\u2019ll have a list of reliable, proven personnel to call in if you run into a crunch at other times during the year.<\/span><\/p>\n

4. Consider Return Assignments<\/b><\/p>\n

You may have traditionally followed a practice of assigning returns to staff members on a first-come, first-served basis. This approach has its pluses \u2013 clients who supply you with tax data early in the season get the attention they deserve, while laggards must wait their turn. However, it also has its minuses \u2013 with highly skilled, senior preparers devoting their time to simple returns, while more junior staff members struggle with more complex returns.<\/span><\/p>\n

Action step:<\/b> Develop workgroups within your staff, composed of both senior and junior members, with a senior person in charge of each workgroup. By making assignments for both simple and more complex returns on a workgroup basis, you can help to ensure that appropriate staff members will handle each return.<\/span><\/p>\n

5. Consult Your Staff<\/b><\/p>\n

Your staff may have some good ideas on how to improve the way the office operates during tax season. But, they may be hesitant to come to you with them.<\/span><\/p>\n

Action step: <\/b>Actively solicit staff suggestions on areas for improvement. Let your staff know you value their opinions. As part of this process, you should also share with your staff your perspective in a nonjudgmental manner \u2013 on how the past tax season went. Your staff will also probably be interested in firm statistics and how the last tax season measured up against expectations and prior years.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

You may have a well-appointed office, state-of-the-art computers, a complete tax library and the best tax preparation software money can buy. However, the success of the upcoming tax season will depend on something less tangible \u2013 the efforts of you and your staff members. 1. Streamline Your Operation You may feel that returns did not<\/p>\n","protected":false},"author":107082975,"featured_media":1087,"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":[509474102],"class_list":["post-1083","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management"],"header_image":"","yoast_head":"\n5 Things You Can Do Now to Prepare for Tax Season - Tax Pro Center | Intuit<\/title>\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\/5-things-you-can-do-now-to-prepare-for-tax-season\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Things You Can Do Now to Prepare for Tax Season - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"You may have a well-appointed office, state-of-the-art computers, a complete tax library and the best tax preparation software money can buy. However, the success of the upcoming tax season will depend on something less tangible \u2013 the efforts of you and your staff members. 1. Streamline Your Operation You may feel that returns did not\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/\" \/>\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=\"2015-12-03T00:39:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2016-07-05T22:57:59+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/12\/staff-e1508454530900.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"406\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Dorinda DeScherer\" \/>\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=\"Dorinda DeScherer\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 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\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/\"},\"author\":{\"name\":\"Dorinda DeScherer\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/42740881e852534048f782bfeb21226d\"},\"headline\":\"5 Things You Can Do Now to Prepare for Tax Season\",\"datePublished\":\"2015-12-03T00:39:17+00:00\",\"dateModified\":\"2016-07-05T22:57:59+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/\"},\"wordCount\":709,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2015\\\/12\\\/staff-e1508454530900.jpg\",\"articleSection\":[\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/\",\"name\":\"5 Things You Can Do Now to Prepare for Tax Season - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2015\\\/12\\\/staff-e1508454530900.jpg\",\"datePublished\":\"2015-12-03T00:39:17+00:00\",\"dateModified\":\"2016-07-05T22:57:59+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2015\\\/12\\\/staff-e1508454530900.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2015\\\/12\\\/staff-e1508454530900.jpg\",\"width\":700,\"height\":406,\"caption\":\"A cropped shot of two women working together in a home office\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-things-you-can-do-now-to-prepare-for-tax-season\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"5 Things You Can Do Now to Prepare for Tax Season\"}]},{\"@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\\\/42740881e852534048f782bfeb21226d\",\"name\":\"Dorinda DeScherer\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/06d2aff5ee362b306e3b6470c788e6f4ee307ef3954126d45c95b4990ab9d8aa?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/06d2aff5ee362b306e3b6470c788e6f4ee307ef3954126d45c95b4990ab9d8aa?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/06d2aff5ee362b306e3b6470c788e6f4ee307ef3954126d45c95b4990ab9d8aa?s=96&d=identicon&r=g\",\"caption\":\"Dorinda DeScherer\"},\"description\":\"Dorinda DeScherer is an attorney specializing in tax and employment law. She is an honors' graduate of Barnard College of Columbia University and the University of Maryland School of Law. She is currently a principal with Editorial Resource Group, where she specializes in writing and editing professional publications.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/taxpro19\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"5 Things You Can Do Now to Prepare for Tax Season - Tax Pro Center | Intuit","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\/5-things-you-can-do-now-to-prepare-for-tax-season\/","og_locale":"en_US","og_type":"article","og_title":"5 Things You Can Do Now to Prepare for Tax Season - Tax Pro Center | Intuit","og_description":"You may have a well-appointed office, state-of-the-art computers, a complete tax library and the best tax preparation software money can buy. However, the success of the upcoming tax season will depend on something less tangible \u2013 the efforts of you and your staff members. 1. Streamline Your Operation You may feel that returns did not","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2015-12-03T00:39:17+00:00","article_modified_time":"2016-07-05T22:57:59+00:00","og_image":[{"width":700,"height":406,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/12\/staff-e1508454530900.jpg","type":"image\/jpeg"}],"author":"Dorinda DeScherer","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Dorinda DeScherer","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/"},"author":{"name":"Dorinda DeScherer","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/42740881e852534048f782bfeb21226d"},"headline":"5 Things You Can Do Now to Prepare for Tax Season","datePublished":"2015-12-03T00:39:17+00:00","dateModified":"2016-07-05T22:57:59+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/"},"wordCount":709,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2015\/12\/staff-e1508454530900.jpg","articleSection":["Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/","name":"5 Things You Can Do Now to Prepare for Tax Season - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2015\/12\/staff-e1508454530900.jpg","datePublished":"2015-12-03T00:39:17+00:00","dateModified":"2016-07-05T22:57:59+00:00","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2015\/12\/staff-e1508454530900.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2015\/12\/staff-e1508454530900.jpg","width":700,"height":406,"caption":"A cropped shot of two women working together in a home office"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-things-you-can-do-now-to-prepare-for-tax-season\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"5 Things You Can Do Now to Prepare for Tax Season"}]},{"@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\/42740881e852534048f782bfeb21226d","name":"Dorinda DeScherer","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/06d2aff5ee362b306e3b6470c788e6f4ee307ef3954126d45c95b4990ab9d8aa?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/06d2aff5ee362b306e3b6470c788e6f4ee307ef3954126d45c95b4990ab9d8aa?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/06d2aff5ee362b306e3b6470c788e6f4ee307ef3954126d45c95b4990ab9d8aa?s=96&d=identicon&r=g","caption":"Dorinda DeScherer"},"description":"Dorinda DeScherer is an attorney specializing in tax and employment law. She is an honors' graduate of Barnard College of Columbia University and the University of Maryland School of Law. She is currently a principal with Editorial Resource Group, where she specializes in writing and editing professional publications.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/taxpro19\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/12\/staff-e1508454530900.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-ht","jetpack-related-posts":[{"id":4153,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/6-ways-to-get-your-clients-ready-for-tax-return-season\/","url_meta":{"origin":1083,"position":0},"title":"6 Ways to Get Your Clients Ready for Tax Return Season","author":"Dorinda DeScherer","date":"October 20, 2016","format":false,"excerpt":"Your office may be geared up and ready for tax return season. However, even the most streamlined office procedures will not guarantee a successful season without the cooperation of one key element: your clients. If clients are habitually late in submitting tax return information or supply you with incomplete or\u2026","rel":"","context":"In "Tax Law and News"","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"Tax clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/tax-return-season-e1508457123605.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/tax-return-season-e1508457123605.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/tax-return-season-e1508457123605.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/tax-return-season-e1508457123605.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":5602,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/how-to-get-your-clients-ready-for-tax-season\/","url_meta":{"origin":1083,"position":1},"title":"How to Get Your Clients Ready for Tax Season","author":"Dorinda DeScherer","date":"December 21, 2016","format":false,"excerpt":"Your office may be geared up and ready for tax return season. However, even the most streamlined office procedures will not guarantee a successful tax return season without the cooperation of one key element: your clients. If clients are habitually late in submitting tax return information, or supply you with\u2026","rel":"","context":"In "Client Relationships"","block_context":{"text":"Client Relationships","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/client-relationships\/"},"img":{"alt_text":"team at a tax firm","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/12\/herojan.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":12071,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/my-favorite-technology-i-used-for-tax-season\/","url_meta":{"origin":1083,"position":2},"title":"My Favorite Technology I Used for Tax Season","author":"Scott Cytron","date":"April 11, 2018","format":false,"excerpt":"Find out how several tax professionals used technology to improve productivity during tax season.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"technology for a tax practice","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/five-technology-e1535552683524.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/five-technology-e1535552683524.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/five-technology-e1535552683524.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":17959,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-set-yourself-up-for-tax-season-success\/","url_meta":{"origin":1083,"position":3},"title":"5 Ways to Set Yourself Up for Tax Season Success","author":"Josh Lance, CPA, CGMA","date":"November 21, 2019","format":false,"excerpt":"The proof is in the planning, according to Josh Lance, CPA, CGMA. Find out how to have a successful tax season with these five tips.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"tax professional with clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":74261,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/the-heart-of-tax-season-taking-care-of-your-staff\/","url_meta":{"origin":1083,"position":4},"title":"The heart of tax season: Taking care of your staff","author":"Scott Cytron","date":"January 30, 2026","format":false,"excerpt":"Focus on the heartbeat of your practice: your team. Use this checklist to ensure your team feels valued, healthy, and supported through the April filing deadline.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"The heart of tax season: Taking care of your staff","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/01\/The-heart-of-tax-season-Taking-care-of-your-staff-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/01\/The-heart-of-tax-season-Taking-care-of-your-staff-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/01\/The-heart-of-tax-season-Taking-care-of-your-staff-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/01\/The-heart-of-tax-season-Taking-care-of-your-staff-copy.jpeg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":18457,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/3-ways-to-keep-staff-happy-during-tax-season\/","url_meta":{"origin":1083,"position":5},"title":"3 Ways to Keep Staff Happy During Tax Season","author":"Josh Lance, CPA, CGMA","date":"January 20, 2020","format":false,"excerpt":"Happier staff leads to a better experience for your clients; get three practical tips from Josh Lance, CPA, CGMA, for a better tax season.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"tax staff collaborate","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/collaborate-e1535552825769.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/collaborate-e1535552825769.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/collaborate-e1535552825769.jpeg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/1083","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\/107082975"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=1083"}],"version-history":[{"count":4,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/1083\/revisions"}],"predecessor-version":[{"id":1088,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/1083\/revisions\/1088"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/1087"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=1083"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=1083"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=1083"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=1083"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=1083"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=1083"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}