Mastering tax season management.

• Position: AICPA new product introduction

A new AICPA product Managing Your Tax Season offers fresh insight into tax preparation--and very likely will help tax professionals in small to mid-size firms and consultants to CPA firms to improve their current systems significantly. This product will help you to analyze your existing tax season system and target problems. Looking ahead, you will find that work will be more efficient, errors will decrease, and personnel, including you, will feel less stressed. Most importantly, a well run tax season will make your clients happier and more loyal.

The author, master tax season management expert Edward Mendlowitz, CPA/PFS/ABV/CFF, covers everything you need to know to improve your tax season system, including guidance on how to

* Manage seasonality with seasonal staff, outsourcing, technology, and extensions.

* Leverage technology, including suggestions for peer-to-peer training.

* Discover cross-sell opportunities in pre-year-end planning.

* Turn client tax organizers into tools to improve tax season efficiency and client loyalty.

* Train staff to effectively implement your tax season system.

* Create best practices for return preparation and review.

* Determine--and raise--your fees.

To help you implement this expert guidance in your next tax season, Mr. Mendlowitz thoroughly tested numerous sample checklists, letters, charts, and Excel tax comparison worksheets. The book also includes the author's...