PRA2514. Tax Season Debrief

This past tax season felt like a wild mashup of Pac-Man-level chases, Tetris-stacked workloads, and Donkey Kong-style obstacles. In this high-energy, interactive debrief, we’ll explore the wins, wipeouts, and wisdom gained from the busiest time of the year using classic arcade games as our metaphorical guide.

You’ll leave this session with a fresh perspective on what truly powered up your team, what systems slowed you down, and how to level up your firm operations before the next season hits. Together, we’ll reflect, retool, and recharge with just the right mix of nostalgia and strategy.

Learning Objectives:

• Identify key operational challenges experienced during the most recent tax season and how workflow systems and client management practices contributed to those outcomes.
• Recognize strategies to improve team performance, client communication, and workload distribution.
• Identify lessons learned from the past tax season to implement proactive changes in technology, pricing models, and client segmentation.