4 ways to better plan for deadlines

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What to do during busy tax season

As deadlines approach, firm members may become overwhelmed and proper reviews may not be performed. Consider the following:

Train staff to perform “tick and tie” reviews

of simple returns during the busy season.

Review information from the client upon receipt

and follow up with the client in writing if information is missing or incomplete.

If the final information required to complete the return is minor

and will not be received until close to the deadline, consider preparing an initial draft return, including review and filing for an extension early.

Be prepared for phishing emails

. When CPAs are tired and stressed, they are more likely to click on an infected link or open an attachment that contains a virus.