The Secret to Adding More Value to Your Clients This Tax Season
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Kudos to all the tax warriors and accounting champions on making it through another arduous busy season! Your work is important and appreciated. Now it's time to relax and recharge.
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Welcome to the Post Pandemic Tax Slashing Virtual World Warrior level. It's over! You made it to the end. (Aside from Iowa, Louisiana, Maryland, Oklahoma and Texas CPAs — we’re still here for you, stay strong.) Another laborious tax season in the books. Congratulations on navigating another crazy year full of last minute laws and Zoom meeting fails. You should be proud of all you've accomplished. Check out the work you completed:
Total Returns Processed: 126,777,000
E-filing Receipts from Tax Professionals: 64,425,000 (up 10% from 2020)
Total Refunds Received: $107.8 billion
While outdated technology and a lack of available hands-on prohibited the IRS from gaining any ground this year, we hope you were able to update your firm accordingly with all of the remote work learning curves. It’s worthwhile to meet with your team after taking time off to evaluate what went wrong and what went right and how you can adjust in the post-pandemic environment.
But now it's time to sit back, relax, and enjoy yourself before you get back to the grind. In fact, you may want to kick up your feet, grab a coffee, and take a peek at this ebook on Client Management Strategies by Jason M. Blumer, CPA, and CEO of Thriveal and Blumer CPAs. He’s also hosting a webinar with us next week to discuss his successful strategies, which you can register for free here.
Explore more of our recent Articles, User Stories, and Ebooks.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
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