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Tax Season Readiness: Practical Steps for a Smoother Busy Season
Offered By:
Presenter:
Byron Patrick CPA, CITP
Learn More About Byron
Presenter:
Liz Mason CPA
Learn More About Liz
Guest Speaker:
Katelynn Hopson
Learn More About Katelynn
Transformation Area:
Firm Transformation
Tax Transformation
Field of Study:
Taxes - T
CPE Credits
1.5 Hour(s) - CPE Credit(s)
Duration
1.5 Hour(s)
Prerequisite(s)
Basic understanding of tax preparation services and tax software
Level
Basic
Content Type
Group Internet Based
Description
Is your firm truly ready for tax season—or just hoping to survive it? Join this 90-minute webinar featuring an Accounting ARC Live panel with thought leaders who know what it takes to optimize performance under pressure. You’ll hear from Donny Shimamoto, CPA.CITP, CGMA, founder of IntrapriseTechKnowlogies LLC and the Center for Accounting Transformation; Liz Mason, CPA, founder and CEO of High Rock Accounting; Byron Patrick, CPA.CITP, CGMA, CEO of VERIFYiQ; and Katelynn Hopson, assistant professor of accounting at Arkansas Tech University, whose recent research explores how the construct of hope can build engagement and reduce burnout in accounting teams.
Together, they’ll share practical strategies for improving workflows, leveraging technology, and fostering resilience—so your team can not only make it through busy season but thrive. You’ll walk away with actionable insights you can apply immediately to streamline your tax processes, strengthen your culture, and protect your clients and firm from risk.
Objectives
After attending this session, participants will be able to:
- Describe the current tax platforms ecosystem and evaluate where automation can create quick wins.
- Identify gaps in your firm’s tax planning, review, and workflow processes that can be addressed before filing season begins.
- Recognize the role of mental readiness, resilience, and hope in improving engagement and preventing burnout during tax season.
- Outline key steps to ensure your technology and cybersecurity safeguards are ready for peak workload demands.
Intended Audience
Tax practitioners, firm owners, and IT professionals supporting tax practices who want to enter busy season with greater confidence, efficiency, and calm.
Additional Information
- Early Bird pricing: $120 (offered through November 24, 2025)
- Regular Course pricing: $149 (applies from November 24 – December 10, 2025)
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