{"id":12768,"date":"2018-06-11T08:00:15","date_gmt":"2018-06-11T13:00:15","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=12768"},"modified":"2018-07-11T09:16:57","modified_gmt":"2018-07-11T14:16:57","slug":"5-ways-to-stay-sharp-during-the-off-season","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/","title":{"rendered":"5 Ways To Stay Sharp During the Off Season"},"content":{"rendered":"

You did it! You got through another tax season mostly intact and ready for some down time. The hard work has paid off, but now comes the time to focus on your tax practice. Here are five ways you can stay sharp and better your business when you are not knee deep in 1040s.<\/p>\n

    \n
  1. Focus on you<\/strong>. Tax season demands a lot. Whether it’s late nights, working on the weekends or keeping up with client demands, there is not a lot of time to focus on you. If you are like me, you probably upped your intake of junk food and decreased the amount of exercise during busy season. Now that April 17 has come and gone, it\u2019s time to focus on yourself. My wonderful business coach, Melinda, reminded me that I can\u2019t be the best for my clients, team or family if I am not taking care of myself. Whether it\u2019s physically, emotionally, mentally or spiritually, I need to make sure that I focus on myself so I can be the best for others.<\/li>\n
  2. Rework your processes.\u00a0<\/strong>As my team and I were working through the tax return preparation process we developed, there were many times during tax season when my processes either did not live up to what I wanted or could be improved. It\u2019s easy to make a note to fix these processes<\/a> at a later time. Well, it\u2019s now later! This is the perfect time to revisit your processes and find ways to improve them. Whether you need to make a few tweaks or start from scratch, pull your team together while the pains of tax season are still on your mind. Figure out what you want to change now and test it out during extension season to see if your new processes will be ready for primetime next year.<\/li>\n
  3. Prune, prune, prune.\u00a0<\/strong>While you might like most of your clients, there are those we do not like as much. They could have been painful to work with, did not want to follow your processes or may not be paying for the value you are giving them. Instead of living with the dread of working with them again next year, now is the time to prune the clients you do not want to serve again next year. I was just in the California Wine Country, and one of the vineyard owners was telling me about their pruning process where they cut away branches that are not growing so that the fruit has more room to grow. Ultimately, they get a better yield of grapes. Just like pruning grapevines, cutting loose bad clients allows you the space to serve your good clients better and ultimately give you room to add in better ones at better prices<\/a>.<\/li>\n
  4. Plan ahead.\u00a0<\/strong>This past tax season, not only did we get the joy of doing the tax returns for 2017, we also got the joy of telling our clients about the new tax law<\/a> and how it will impact them for 2018. Now that we are past tax season, this is a good time to learn more about the new law and plan how this will impact your clients. Of course there is still guidance coming from the IRS on many areas of implementation, but being proactive in this area of uncertainty will let your clients know that you are here to advise them, not just prepare their returns.<\/li>\n
  5. Smooth it out.\u00a0<\/strong>As with a lot of tax firms, you have a lot of work to do January through April, and again in September and October. While these busy periods allow you some freedom the rest of the year, maybe it’s time to look at your practice and find ways to spread your workload out in other months. Whether it\u2019s bookkeeping, advisory services or something else, find new areas to serve your clients and discover new revenue centers for your firm.<\/li>\n<\/ol>\n

    Making the investment to work on these five areas might not be how you envisioned your off season, but the work that goes on during this time of year will pay dividends on how your next tax season will fare. Any athlete will tell you that the work done during off season is crucial to their future success. They cannot lead the league in home runs if they are not working on their swing November through February, so take this off season and put in the work; your next tax season will much better.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Get expert advice from Josh Lance, CPA, CGMA, on how to improve your tax firm’s processes and client service.<\/p>\n","protected":false},"author":135277799,"featured_media":10834,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":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":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","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},"categories":[116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[605132267],"class_list":["post-12768","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management"],"header_image":"","yoast_head":"\n5 Ways To Stay Sharp During the Off 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-ways-to-stay-sharp-during-the-off-season\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Ways To Stay Sharp During the Off Season - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Get expert advice from Josh Lance, CPA, CGMA, on how to improve your tax firm's processes and client service.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-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=\"2018-06-11T13:00:15+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2018-07-11T14:16:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/11\/manager-and-employee-e1535552421590.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"655\" \/>\n\t<meta property=\"og:image:height\" content=\"372\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Josh Lance, CPA, CGMA\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@lancejd1\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Josh Lance, CPA, CGMA\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 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-ways-to-stay-sharp-during-the-off-season\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-ways-to-stay-sharp-during-the-off-season\\\/\"},\"author\":{\"name\":\"Josh Lance, CPA, CGMA\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/f28ac5531b9db1de13bec06c56c5c5d3\"},\"headline\":\"5 Ways To Stay Sharp During the Off Season\",\"datePublished\":\"2018-06-11T13:00:15+00:00\",\"dateModified\":\"2018-07-11T14:16:57+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-ways-to-stay-sharp-during-the-off-season\\\/\"},\"wordCount\":757,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-ways-to-stay-sharp-during-the-off-season\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/11\\\/manager-and-employee-e1535552421590.jpg\",\"articleSection\":[\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-ways-to-stay-sharp-during-the-off-season\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-ways-to-stay-sharp-during-the-off-season\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-ways-to-stay-sharp-during-the-off-season\\\/\",\"name\":\"5 Ways To Stay Sharp During the Off Season - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-ways-to-stay-sharp-during-the-off-season\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-ways-to-stay-sharp-during-the-off-season\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/11\\\/manager-and-employee-e1535552421590.jpg\",\"datePublished\":\"2018-06-11T13:00:15+00:00\",\"dateModified\":\"2018-07-11T14:16:57+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-ways-to-stay-sharp-during-the-off-season\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-ways-to-stay-sharp-during-the-off-season\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-ways-to-stay-sharp-during-the-off-season\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/11\\\/manager-and-employee-e1535552421590.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/11\\\/manager-and-employee-e1535552421590.jpg\",\"width\":655,\"height\":372,\"caption\":\"young business people group have meeting and working in modern bright office indoor\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-ways-to-stay-sharp-during-the-off-season\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"5 Ways To Stay Sharp During the Off 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\\\/f28ac5531b9db1de13bec06c56c5c5d3\",\"name\":\"Josh Lance, CPA, CGMA\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/fa4f0fd8fe8a741bdc19a2ccde7c5572b8f15eab1d90981dad75e86946a2403e?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/fa4f0fd8fe8a741bdc19a2ccde7c5572b8f15eab1d90981dad75e86946a2403e?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/fa4f0fd8fe8a741bdc19a2ccde7c5572b8f15eab1d90981dad75e86946a2403e?s=96&d=identicon&r=g\",\"caption\":\"Josh Lance, CPA, CGMA\"},\"description\":\"Josh is head of accounting (AMER) for Ignition, the client engagement and commerce platform. He is also managing director of Lance CPA Group. Before venturing out on his own, he spent his early career at a Top 10 national public accounting firm, then moved to an ultra high-net-worth family office. Josh is an adjunct faculty member at Northwestern University and University of Vermont. He was selected for the 2017 AICPA Leadership Academy class, and was named to the CPA Practice Advisor\u2019s 40 Under 40 every year from 2017 to 2022. He is also on the board of directors for the Illinois CPA Society.\",\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/in\\\/joshualancecpa\\\/\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/lancejd1\"],\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/joshlancetax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"5 Ways To Stay Sharp During the Off 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-ways-to-stay-sharp-during-the-off-season\/","og_locale":"en_US","og_type":"article","og_title":"5 Ways To Stay Sharp During the Off Season - Tax Pro Center | Intuit","og_description":"Get expert advice from Josh Lance, CPA, CGMA, on how to improve your tax firm's processes and client service.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2018-06-11T13:00:15+00:00","article_modified_time":"2018-07-11T14:16:57+00:00","og_image":[{"width":655,"height":372,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/11\/manager-and-employee-e1535552421590.jpg","type":"image\/jpeg"}],"author":"Josh Lance, CPA, CGMA","twitter_card":"summary_large_image","twitter_creator":"@lancejd1","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Josh Lance, CPA, CGMA","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/"},"author":{"name":"Josh Lance, CPA, CGMA","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/f28ac5531b9db1de13bec06c56c5c5d3"},"headline":"5 Ways To Stay Sharp During the Off Season","datePublished":"2018-06-11T13:00:15+00:00","dateModified":"2018-07-11T14:16:57+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/"},"wordCount":757,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/11\/manager-and-employee-e1535552421590.jpg","articleSection":["Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/","name":"5 Ways To Stay Sharp During the Off Season - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/11\/manager-and-employee-e1535552421590.jpg","datePublished":"2018-06-11T13:00:15+00:00","dateModified":"2018-07-11T14:16:57+00:00","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/11\/manager-and-employee-e1535552421590.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/11\/manager-and-employee-e1535552421590.jpg","width":655,"height":372,"caption":"young business people group have meeting and working in modern bright office indoor"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-stay-sharp-during-the-off-season\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"5 Ways To Stay Sharp During the Off 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\/f28ac5531b9db1de13bec06c56c5c5d3","name":"Josh Lance, CPA, CGMA","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/fa4f0fd8fe8a741bdc19a2ccde7c5572b8f15eab1d90981dad75e86946a2403e?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/fa4f0fd8fe8a741bdc19a2ccde7c5572b8f15eab1d90981dad75e86946a2403e?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/fa4f0fd8fe8a741bdc19a2ccde7c5572b8f15eab1d90981dad75e86946a2403e?s=96&d=identicon&r=g","caption":"Josh Lance, CPA, CGMA"},"description":"Josh is head of accounting (AMER) for Ignition, the client engagement and commerce platform. He is also managing director of Lance CPA Group. Before venturing out on his own, he spent his early career at a Top 10 national public accounting firm, then moved to an ultra high-net-worth family office. Josh is an adjunct faculty member at Northwestern University and University of Vermont. He was selected for the 2017 AICPA Leadership Academy class, and was named to the CPA Practice Advisor\u2019s 40 Under 40 every year from 2017 to 2022. He is also on the board of directors for the Illinois CPA Society.","sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/","https:\/\/accountants.intuit.com\/taxprocenter\/in\/joshualancecpa\/","https:\/\/accountants.intuit.com\/taxprocenter\/lancejd1"],"url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/joshlancetax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/11\/manager-and-employee-e1535552421590.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-3jW","jetpack-related-posts":[{"id":18886,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-finish-tax-season-on-top\/","url_meta":{"origin":12768,"position":0},"title":"5 ways to finish tax season on top","author":"Howard M. Goodman, CPA","date":"March 16, 2020","format":false,"excerpt":"Get five tips from Howard M. Goodman, CPA, on how to finish tax season with success.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"accountant with tax clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/01\/herofeb.jpeg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":6495,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-find-extra-time-for-clients-in-the-middle-of-tax-season\/","url_meta":{"origin":12768,"position":1},"title":"How to Find Extra Time for Clients in the Middle of Tax Season","author":"Marty McCutchen, CPA","date":"February 16, 2017","format":false,"excerpt":"If you\u2019re like me, you can sometimes get overwhelmed with the requirements of tax season. We all want to take advantage of the time with our clients \u2013 to add value and increase our billings. Here are five ways to get back more time so that you can focus on\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\/2017\/01\/extra-time-e1508458243409.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/01\/extra-time-e1508458243409.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/01\/extra-time-e1508458243409.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/01\/extra-time-e1508458243409.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":14457,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/dont-miss-these-ways-to-get-your-staff-ready-for-tax-season-2018\/","url_meta":{"origin":12768,"position":2},"title":"Don\u2019t Miss These Ways to Get Your Staff Ready for Tax Season 2018","author":"Tara Stratton","date":"January 4, 2019","format":false,"excerpt":"Get your staff ready for tax season with this collection of articles on tax reform.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"tax firm manager and employee","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/11\/manager-and-employee-e1535552421590.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/11\/manager-and-employee-e1535552421590.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/11\/manager-and-employee-e1535552421590.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":18611,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/7-more-apps-that-can-help-you-get-through-tax-season\/","url_meta":{"origin":12768,"position":3},"title":"7 More Apps That Can Help You Get Through Tax Season","author":"Cassidy Jakovickas, CPA","date":"February 19, 2020","format":false,"excerpt":"Apps are an integral value-add to our professional and personal lives, but how to they make tax season a bit easier? Find out in this article from Cassidy Jakovickas, CPA.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Tax apps","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/taxapps-e1508457214359.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":8052,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/dont-go-at-it-alone-this-off-season\/","url_meta":{"origin":12768,"position":4},"title":"Don\u2019t Go at it Alone This Off-Season","author":"Debra Hammer","date":"May 22, 2017","format":false,"excerpt":"Between post-season client follow ups and working on extensions, you\u2019re probably ready to say \u201cso long!\u201d to the 2016 tax season and start your off-season vacation. Once you\u2019ve had a moment to relax, put your toes in the sand and fully rested, you should begin to think about how you\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\/06\/talent-e1508452807532.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/talent-e1508452807532.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/talent-e1508452807532.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":6042,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/preparing-for-tax-season-stay-on-top-of-your-game\/","url_meta":{"origin":12768,"position":5},"title":"Preparing for Tax Season: Stay on Top of Your Game","author":"Laurence Sarner, EA","date":"January 20, 2017","format":false,"excerpt":"Well, the festivities of the holiday season are behind you now. In between ugly sweater parties, drinking eggnog and maneuvering through crowded shopping malls in search of gifts, it\u2019s probably safe to assume that preparing for tax season wasn\u2019t the first thing on your mind. Now that we\u2019ve started a\u2026","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Deductible expenses","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/01\/aca.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/12768","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\/135277799"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=12768"}],"version-history":[{"count":5,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/12768\/revisions"}],"predecessor-version":[{"id":13202,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/12768\/revisions\/13202"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=12768"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=12768"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=12768"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=12768"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=12768"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=12768"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}