Tax Season Recap

April 29, 2026

Join us for a free webinar hosted by Collective by DBA where we’ll take a strategic look at the numbers behind your tax season.

Tax Season Recap

Wednesday, April 29, Noon CT

In this session, we’ll analyze key tax season metrics, including:

• Returns prepared
• Hours worked
• Average fees
• Capacity trends and performance indicators

We’ll also discuss:

• What went well
• Where challenges surfaced
• How to turn this year’s data into next year’s advantage

Learning Objectives
✔ Identify tax season metrics to evaluate performance and uncover trends
✔ Assess successes and challenges to pinpoint operational improvements
✔ Explore strategies to optimize efficiency and effectiveness in future tax seasons

Who Should Attend?
This session is designed for all firm team members — especially those involved in tax preparation and operational oversight.

CPE Information
• 1 CPE credit available