
Review the firm’s client list from the prior tax season.
Clients: Knowing When to Walk Away
, identifies other factors to consider when deciding whether or not to continue a client relationship. If you’re still not sure, read Take a Hike: Ending Client Relationships
for other considerations. If the decision is made to terminate the client, Client Termination Letters
explains the importance of written termination letters and what to include in such a letter. 1
Identify and address clients that may create a potential conflict of interest for the firm.
Managing Conflicts of Interest
and Considerations in Avoiding Becoming a Casualty in the Divorce Wars
. Establish protocols to address potential conflicts of interest that arise during tax season. 2
Update the firm’s client acceptance checklist and conduct due diligence on prospective clients,
Is This Client the Right Fit for Your Firm?
, includes other criteria to consider in balancing the risks and rewards of accepting an engagement with a prospective client.3
what to do now … before the big rush
3

Guide | Tax Season Checklists
Table of Contents
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7 ways to help clients prepare

5 steps to review e-file requirements and processes

4 ways to update engagement letter processes

3 must-do’s to review client acceptance and continuance procedures

7 steps to prepare the firm for tax season

4 ways to help staff prepare for tax season
What to do now … before the big rush

5 data security concerns to address

3 items to memorialize in a control log to help avoid missed deadlines
4 things to remember when testing tax software

11 items to cover in a staff kick-off meeting


9 things that should be done for each client

2 ways to plan for deadlines and help avoid careless errors

2 keys to survival
What to do during tax busy season