With tax season right around the corner, you’re probably already thinking about getting things prepped for the upcoming year. Pre-season office planning can reduce the chance of overlooking any number of tasks that need to be completed to ensure your office has a successful year.
TaxSlayer Pro Support is kicking off our Pre-Tax Season Checklist mini-series to assist you with getting your office set up early so you’ll be ahead of your competition. Each week we’ll highlight a section of our Pre-Season Tax Office Checklist covering the topics listed below. The articles will provide you with a detailed checklist of various things that need to be accomplished before your first client arrives. We understand that the needs of each tax office varies, and want to make sure that all TaxSlayer Pro customers are geared up for tax season.
- IRS Requirements
- State Requirements
- Bank Product Requirements
- Marketing Strategies
- Office Setup
- Computer Maintenance
- Client Engagement
- TaxSlayer Pro Program Changes and Enhancements
- Tax Law Changes
- Seasonal Hiring and Employee Training
Be sure to check back each Wednesday for the next checklist, and as always, our Customer Support team is here to answer any questions you have. Give us a call at 706-868-0985.