
Guide | Tax Season Checklists
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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 busy tax season
what to do during tax busy season
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COVID-related items to keep in mind
COVID has provided some unique challenges to CPA firms and their clients. Here are additional items to keep in mind this tax season.
Notify individual and business tax clients with “COVID homes” of potential additional filing obligations and tax effects.
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Ensure remote workers have the resources
Fortify the firm's data security protocols
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