Jason On Firms Podcast 508 Accounting Firm Service Breakdown: Individual Tax Prep
Sep 3, 2025
Discover the complexities of individual tax preparation and the challenges of systematizing 1040 services. Learn how to streamline the process with structured workflows and effective communication. Explore the significance of teamwork during tax return reviews and strategic payment solutions to improve service quality. Delve into tiered proposals that align service delivery with clients' needs, enhancing satisfaction and profitability for accounting firms.
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1040 Work Has Systematizable Variables
- Individual 1040 work is hard to systematize but contains controllable variables.
- Defining those variables enables consistent, scalable delivery across the team.
Preferring Tax Planning Clients
- Jason describes preferring clients where tax planning justified doing work outside April.
- He and his firm extended and scheduled planning in Nov–Dec and often delayed filing until advantageous dates.
Build A Service Library
- Create a service library that codifies every variable for a 1040 project.
- Include client preferences and paid scope so any team member can deliver consistently.