NTA2211. It's Not Too Late to Plan for Tax Season

Tax Season 2023 will be here before you know it, but there are still opportunities to prepare for improvement. In this session, we will brainstorm strategies you can put in place in the next few months that will set you and your firm up for success. Constant change is a given in the tax world and we want to help you make the best use of the resources you have available. 

Learning Objectives:

• Identify areas of opportunity to improving practice management strategies going into tax season.
• Determine strategies for client communication, workflow management, staffing and technology to improve tax season experience.