How Tax Preparers & Accountants Increase Their Profitability Using Lean Six Sigma

Offered By:

Transformation Area:

Accounting Transformation

Field of Study:

CPE Credits

1 Hour(s) - CPE Credit(s)


1 Hour(s)




Tax return preparation is increasingly becoming a commodity. Automation can help reduce the level of manual work required for return preparation. However, if you automate a “bad process,” you still won’t see an increase in profitability or improved client service. Tax practices should apply Lean Six Sigma (LSS) before automating their tax workflows to optimize processes and automation while remaining in compliance with professional standards.


  • Determine how to apply Lean Six Sigma to tax workflow
  • Identify how to combine tax automation with value pricing
  • Recognize how to increase your practice’s profitability
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September 16, 2022


2:30 pm - 3:30 pm