Tax Section Odyssey cover image

Tax Section Odyssey

Tax season survival guide

Mar 6, 2025
Mark Gallegos, a Partner at Porte Brown and seasoned CPA, shares invaluable strategies for navigating the chaos of tax season. He discusses essential tips for managing workflow and deadlines, as well as fostering collaboration among staff. Mark emphasizes the importance of staying educated and connected to resources like AICPA for support. He also touches on the challenges of IRS correspondence and the complexities of new regulations, all while advocating for calm and effective communication to ensure client satisfaction.
21:32

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Quick takeaways

  • Firms must prioritize training and supporting newer staff members to better manage tax season pressures and ensure effective communication with clients.
  • Practitioners should stay informed about recent regulatory changes like the Corporate Transparency Act to provide timely guidance to clients and mitigate anxiety associated with compliance deadlines.

Deep dives

Navigating Tax Season Challenges

Tax season presents significant challenges for practitioners, particularly in gathering client data and maintaining efficient workflows. A focus on training newer staff members has been highlighted as crucial for supporting an inexperienced workforce, ensuring they feel equipped to manage the pressure. Communication with clients is essential, especially when dealing with IRS correspondence, as delays in processing can lead to frustration for both clients and firms. Establishing protocols like obtaining power of attorney can facilitate smoother interactions with the IRS and improve overall client management.

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