{"id":6302,"date":"2017-02-08T08:00:51","date_gmt":"2017-02-08T14:00:51","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=6302"},"modified":"2017-03-08T11:34:53","modified_gmt":"2017-03-08T17:34:53","slug":"practice-profile-tax-season-efficiency-tips-from-a-tax-pro","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/practice-profile-tax-season-efficiency-tips-from-a-tax-pro\/","title":{"rendered":"Practice Profile: Tax Season Efficiency Tips From a Tax Pro"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\" size-full wp-image-6305 alignright\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/01\/imgres.jpg\" alt=\"imgres\" width=\"115\" height=\"147\" \/>Meet Randi Sorenson, CPA, CFF, CFE, president of <a href=\"http:\/\/www.sorensoncpa.com\/\" target=\"_blank\" data-wa-link=\"body_sorensoncpa\" target=\"_blank\">Sorenson Business Consulting, Inc.<\/a>, a full-services tax and accounting practice in Westlake Village, Calif.<\/p>\n<p>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 clients can manage their business finances on their own or with a staff, and offers forensic accounting services as well. On the tax side of her practice, she works with businesses in tax planning and tax preparation \u2013 and that\u2019s what we talked about, with regard to her advice for other tax professionals who want to stay as efficient as possible for this year\u2019s tax season.<\/p>\n<p><strong>Scott Cytron:<\/strong> <em>Thanks for sitting down with me to talk about tax season. Even though we are now knee-deep in tax season, what is your advice to other tax pros who want to get a head start on the season next year?<\/em><\/p>\n<p><strong>Randi Sorenson:<\/strong> You have to get organized as early as possible.\u00a0For example, make a schedule as to when you are going to send out engagement letters, tax organizers and other documents, and tell your clients what you need from them to complete their return as quickly as possible.<\/p>\n<p>Remember, you don\u2019t know what they don\u2019t know, which means your clients probably won\u2019t remember that they should be proactive on their end to know when to contact you for tax season or any other matter. They are busy running their businesses \u2013 as they should be. It\u2019s up to you to contact them early on to get and stay organized.<\/p>\n<p><strong>SC: <\/strong><em>How can you make sure they return the materials to you on time?<\/em><\/p>\n<p><strong>RS:<\/strong> Set a deadline for them to return the information to you and stick to it.\u00a0Let\u2019s face it: not everyone is going to pay attention to the deadline, but do the best you can to enforce the timeframe. You are in control of your own season, so look at the calendar and decide the last possible date you\u2019ll accept tax year 2016 documents and electronic files \u2013 such as <a href=\"https:\/\/quickbooks.intuit.com\/accountants\/quickbooks-accountant\/\" target=\"_blank\">QuickBooks\u00ae Online<\/a> \u2013 to generate their return on time. Otherwise, advise that they will be put on extension.<\/p>\n<p><strong>SC: <\/strong><em>Speaking of software, what is your advice on how tax pros can get more efficient?<\/em><\/p>\n<p><strong>RS:<\/strong> That\u2019s easy; prepare your software ahead of the season.\u00a0Know which one you are going to use for every type of tax form preparation, including W-2s and 1099s, and do a trial run with it. It\u2019s all about \u201cfit;\u201d finding the right kind of software that is a good fit with your practice. Software suppliers frequently offer different levels of their software, depending on the volume and complexity of your clientele. If you were happy with last year\u2019s choice, then use it again.<\/p>\n<p><strong>SC: <\/strong><em>How do you maintain good client relationships?<\/em><\/p>\n<p><strong>RS:<\/strong> There are two things that come to mind. First, I think it\u2019s all about communication. Take the time to answer your clients\u2019 emails as they come in, even if the answer is, \u201cI will get back to you on this next Thursday.\u201d Also, take the time to reach out to your clients on a regular basis.\u00a0Chances are, they want to hear from you more than once a year. Second, a good relationship is based on the ability to get accurate information from your clients \u2013 there should be no secrets, of course, when it comes to tax planning and preparation. And remember, no matter how well you know the client, you can\u2019t guess \u2013 however educated that guess might be \u2013 about the information on a tax return. You\u2019ll just end up taking more time to fix or amend it later.<\/p>\n<p><strong>SC: <\/strong><em>Is there any other way to remain efficient?<\/em><\/p>\n<p><strong>RS:<\/strong> Yes. Set up your return preparation center before you even run your first return.\u00a0Make sure you have enough \u201cSign and Date Here\u201d tabs, as well as paper, envelopes, mailing labels with the IRS and state agencies, and whatever else you need. There\u2019s nothing worse than being in the middle of tax season and having to search for something you could have had ready in January.<\/p>\n<p><strong>Editor\u2019s note: <\/strong>Want more efficiency tips from seasoned tax professionals? Find out about <a href=\"http:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/an-efficient-workflow-can-help-you-speed-your-way-through-tax-season\/\" target=\"_blank\" data-wa-link=\"body_tpc-dawnbrolinworkflow\">Dawn Brolin\u2019s efficient workflow<\/a> in this ProConnect\u2122 Tax Pro Center article.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 clients can manage their business<\/p>\n","protected":false},"author":17093207,"featured_media":7313,"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":[509474107],"class_list":["post-6302","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Practice Profile: Tax Season Efficiency Tips From a Tax Pro - 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\/practice-profile-tax-season-efficiency-tips-from-a-tax-pro\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Practice Profile: Tax Season Efficiency Tips From a Tax Pro - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Meet Randi Sorenson, CPA, CFF, CFE, president of Sorenson Business Consulting, Inc., a full-services tax and accounting practice in Westlake Village, Calif. 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