Tax Season Recap

April 30, 2025

In this session, we’ll analyze key tax season metrics, including returns prepared, hours worked, and average fees. We’ll also discuss what went well, identify challenges, and explore opportunities for improvement to enhance future tax seasons.

Learning Objectives:

1. Identify tax season metrics that can be used to evaluate performance and identify trends.
2. Identify successes and challenges to pinpoint areas for operational improvement.
3. Identify strategies to optimize efficiency and effectiveness in future tax seasons.

Intended Audience: This session is for all firm team members especially those involved in tax preparation.