3 Tips On Surviving The Tax Season As A Preparer

Hough tax season seems far away at this point, the reality is that it comes up fast. Before you know it, the holidays are over and you’re thrust right back into the stress of being overwhelmed with returns.

Many CPAs, tax preparers and accountants report that they are burnt out very early into the season. There are things that can be done to make your life easier as the tax season heats up.

In this article, I will go over several ways you can save your sanity and get the work done effectively.

1 – Take care of yourself

Getting overwhelmed is very easy and it can take a toll on your mental state. Which then makes it harder to get the work done. It becomes a vicious cycle that is hard to get out of until finally, the season is over.

It may seem like non-productive time to take breaks, but it is essential to do this. Set aside an hour or so per day to get out of the office and go for a walk. When you can get in the fresh air, your mind has a chance to reset and your body can recharge itself and be ready to get back to work.

Getting enough sleep is one of the most important things you can do during tax season to be able to get through it. Get to bed on time and make sure that you fall asleep quickly. Take some supplements to calm your mind like melatonin or CBD oil. You can learn more about CBD to find the best one for you.

2 – Prepare your clients ahead of time

All too often, your clients are not thinking about their taxes until they realize that they have to have to file. This often means that you receive a show box full of receipts and you have to decipher them to make sure their return is accurate.

You can avoid this stress by making sure to contact your clients ahead of time. Give them a checklist to complete with all your requirements to make the filing as painless and smooth as possible.

Have them get as organized as possible before tax season so they don’t dump a mess into your lap.

Give them a set of rules that they have to adhere to how they need to organize their documents to deadlines for sending them to you.

3 – Stay on one track

If you are a general type of accountant with many different types of returns to file, then try to do all one type in a bundle so to speak. This way you can find a rhythm and be more efficient.

For example, if you do small businesses and also partnerships, then do all of your small businesses first as their filings are going to be very similar. Work out some processes to smooth out the work. Then start the next type of filing and keep the process like that.

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