2026 Eliminating Busy Season: Transforming Your Practice to Year-Round Advisory Services

Description

This Course, looks at the decline of the “Tax Season” industry, due to individuals having higher access to methods of preparing their own taxes, decline of CPAs, EAs entering the business industry, and the expectations of those who are the “new” generation of preparers. We will also discuss alternative methods in your practices, to go beyond the tax compliance work. Finding other ways to have a joyful, lucrative practice while avoiding the burnout pressure of the busy season.

Topics:
Needs of the Professional
Benefits of a Productized Model
Implementation Strategies

Learning Objectives:
Identify key aspects of the failing “tax season”
Define the need of structural shift
Identify the needs of the “new” generation of CPAs, EAs, and other tax preparers
Design a business model to increase hiring, improve workflow, and generate higher revenue

To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies requirements for attendance verification.

A course evaluation form is provided for your feedback. Participants have 1 year from the date of purchase/enrollment to complete this course.

Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/