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.

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Intro

00:00 • 3min

Navigating Challenges with IRS Correspondence

02:44 • 2min

Streamlining Power of Attorney Processes in Tax Management

04:21 • 2min

Navigating Tax Season Complexities

05:54 • 14min

Community Engagement and Resource Sharing for CPA Tax Practitioners

19:46 • 2min

On this episode, Mark Gallegos, CPA, MST, Partner — Porte Brown, discusses strategies for thriving during tax season. Mark highlights his current challenges but reiterates the importance of staying educated and focused in order to foster a spirit of collaboration and support to get through busy season.

What you’ll learn from this episode:

Practical tips on supporting staff during busy season
How to stay focused and avoid getting distracted with all the noise
The importance of providing support and guidance to your colleagues
Tips on managing workflow and deadlines

AICPA resources

Reimaging your tax practice — Tackle today’s top practice management issues with insights and tips from pioneers in the tax community. Join the upcoming session on March 19 at 3pm ET to hear about Tax Season Triage: Your questions answered.

Beneficial ownership information (BOI) reporting — Access resources to learn about the BOI reporting requirement under FinCEN’s Corporate Transparency Act (CTA).

Transforming Your Business Model: Talent — Tap into the Private Company Practice Section (PCPS) toolkit for resources around attracting, retaining and developing talent to ensure the growth of the profession and position your firm for success.

Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you’re not already a member, consider joining this prestigious community of your tax peers. You’ll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.