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6 Steps to Elevate Tax Season from Good to Great

  • Aug 19, 2023
  • 1 min read

The financial and operational success of many accounting firms has been dependent on the results of tax season. In these practices, as soon as one busy season is over, an immediate triage takes place and preparation for the next season starts in the fall. Planning is year-round.


These firms will better position themselves if they take actions that are highly specific to reaping the rewards from this aspect of their practice. After all, the goal should not be to have a good tax season, but rather a great one.


In this CPA Now blog for PICPA, Ira Rosenbloom offered six essential steps for firm leaders to put into place to experience a great tax season.

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Optimum Strategies helps Mid-Atlantic CPA firms in Philadelphia, Cherry Hill, Baltimore, Bethesda, Arlington, Reston, Richmond, and Washington, DC — as well as surrounding regions — plan internal succession, improve performance, and navigate mergers and acquisitions. Led by Ira Rosenbloom, we provide strategic support for every stage of firm growth and transition.

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