{"id":24242,"date":"2021-11-12T08:00:03","date_gmt":"2021-11-12T14:00:03","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=24242"},"modified":"2021-11-08T08:01:09","modified_gmt":"2021-11-08T14:01:09","slug":"renee-daggetts-top-tips-to-get-ready-for-tax-season","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/renee-daggetts-top-tips-to-get-ready-for-tax-season\/","title":{"rendered":"Renee Daggett\u2019s top tips to get ready for tax season"},"content":{"rendered":"<p>It\u2019s been a tough two years! I\u2019m sure all of us are tired, but now is the time to take a few days to disconnect so that you can be fresh for the upcoming season. I live in California, so my favorite place to go is Monterey, listen to the waves, and put my feet in the sand.<\/p>\n<p>Now that you are mentally prepared for the upcoming season, let me share some details of what I do to prepare.<\/p>\n<p>The first thing we do is to make sure we update our organization chart and plug in each person\u2019s name for the role we need them to fulfill. Then, we focus on what was missing. I am sure I am not alone when I say that <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/preparing-your-accounting-firm-for-the-great-resignation\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">hiring has been difficult<\/a>. I have tried every job board out there, but a secret \u2026 just between us \u2026 is that LinkedIn has worked best for me!<\/p>\n<p>Here are some best practices I am looking at for the upcoming season:<\/p>\n<ul>\n<li>Make sure we have a process to get accurate advance <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/irs-sending-letters-to-36-million-families-who-may-qualify-for-monthly-child-tax-credit-covid-19\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">child tax credit payments<\/a>.<\/li>\n<li>Instead of long, wordy emails, text clients more often.<\/li>\n<li>Make time to be in a tax community. My favorite Facebook group is Jackie Meyer\u2019s <a href=\"https:\/\/www.facebook.com\/groups\/Accountingfirminfluencers\"title=\"\"  target=\"_blank\" rel=\"false noopener\" target=\"_blank\">Accounting Firm Influencers<\/a>. My favorite group is the <a href=\"https:\/\/www.pasba.org\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\" target=\"_blank\">Professional Association of Small Business Accountants<\/a>.\u00a0<span class=\"Apple-converted-space\">\u00a0<\/span><\/li>\n<li>No more in office appointments. All meetings are done online, with a webcam.<\/li>\n<li>All Form 8879s are signed electronically through <a href=\"https:\/\/proconnect.intuit.com\/esignature\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">eSignature<\/a>.<\/li>\n<li>Clients upload directly to their client portal, so that my team can collaborate and share documents.<\/li>\n<li>Consider using the paid service called <a href=\"https:\/\/callenq.com\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\" target=\"_blank\">ESQ for IRS communication<\/a>, instead of having long wait times on the phone.<\/li>\n<li>Communicate, communicate, communicate with clients.<\/li>\n<\/ul>\n<p><b>Onboard clients more efficiently<\/b><\/p>\n<p>For new clients, you have the opportunity to set the bar for a new accounting standard. Don\u2019t let clients dictate the process, but let them know what to expect in <i>your<\/i> process. We even go so far as to tell them that we use a bunch of technology. If that is uncomfortable for them, we would rather them tell us no thank you now than frustrate them later.<\/p>\n<p>Also, for new clients, they don\u2019t start working with us until we get a copy of their last filed tax return, and we give them an estimate of our fees for the upcoming tax season. No surprises!<\/p>\n<p>We also require new clients to fill out a questionnaire. This allows us to find out their top concerns, what they expect for an accountant, gross income, and what software they use to track their business income and expenses. If they use anything other than <a href=\"https:\/\/quickbooks.intuit.com\/accountants\/products-solutions\/accounting\/quickbooks-online\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">QuickBooks\u00ae Online<\/a>, we let them know we are not a good fit for them and refer them to another accountant. The way the numbers from QuickBooks Online flow into Intuit\u00ae <a href=\"https:\/\/proconnect.intuit.com\/lacerte\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">Lacerte\u00ae Tax<\/a> is also key to our productivity.<\/p>\n<p>In the tax process, we have milestones where we send out emails to clients, letting them know the process of their tax return. We do this by creating an email with the details of what we want to communicate, and then save them in email signatures. This way, our admin only needs to make a few clicks to communicate to a client.<\/p>\n<p>The pre-payment of the child tax credit has the potential to be a nightmare, so we created a blog where we explain the importance of tracking the pre-payments. We give them the <a href=\"https:\/\/www.irs.gov\/credits-deductions\/child-tax-credit-update-portal\"title=\"\"  target=\"_blank\" rel=\"false noopener\" target=\"_blank\">link to the IRS portal<\/a>, where they can gain access to confirm the dates and amounts. We also created a video that explains this in plain English, not accountant-ese!<\/p>\n<p><b>Strengthen your advisory services<\/b><\/p>\n<p>At my firm, it is my heart\u2019s desire to make a difference in the lives of my clients. When reconciling a bank statement or preparing a tax return, the impact we make is small. But, if we could help our business clients get clarity on their financials and reduce their tax liability by implementing strategies, there lies the impact in changing someone\u2019s financial outlook. Compliance work is good, as long as you have a well-oiled process.<\/p>\n<p>I\u2019m speaking about <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tag\/advisory-services\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">advisory services<\/a>! Charge a client what you are worth because you are getting them results! Leading firms that do never struggle with cash flow. How\u2019s your cashflow?<\/p>\n<p><b>The ripple effect<\/b><\/p>\n<p>We all know what happens when we skip a rock on the water. It has a ripple effect.<\/p>\n<p>My dad passed away at the end of July from a short battle with leukemia. I took a month off work to focus on myself and my family. Coming into this tax season, part of me just wanted to pull the covers over my head. If I did, people would understand due to the grief I am experiencing. But, I can\u2019t do that. I needed to decide and find my passion again to not only serve our clients well, but also invest in the team around me. I had to make a choice.<\/p>\n<p>You, too, need to make a choice. Will you fill your mind with negative thoughts because the last two years have beat you up? Or, will you choose to think positively? \u00a0Waves will ripple from you. I pray that the ripple effect will be waves of kindness, love, peace, and joy!<\/p>\n<p>Have a terrific tax season!<\/p>\n<p><b>Editor\u2019s note:<\/b> Join Renee Daggett when she presents \u201cGetting Ready for Tax Season\u201d at the Tax Season Readiness virtual conference, Nov. 30 \u2013 Dec. 2. <a href=\"https:\/\/proconnect.intuit.com\/training\/virtual-conference\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">Register today<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Getting ready for tax season doesn&#8217;t happen overnight; it takes an incredible amount of planning, according to Renee Daggett, EA. Get her top tips to get ready for a super season.<\/p>\n","protected":false},"author":138830254,"featured_media":24244,"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":true,"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":[605132281],"class_list":["post-24242","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management"],"header_image":"","yoast_head":"<!-- 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Renee Daggett shares her top tips for preparing for tax season, from updating org charts and hiring strategies to mental recharge before the busy period begins.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/renee-daggetts-top-tips-to-get-ready-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=\"2021-11-12T14:00:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/10\/Getting-ready-for-tax-season.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"381\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Renee Daggett, EA\" \/>\n<meta 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