Learning

Tax Season Readiness: Practical Steps for a Smoother Busy Season (On Demand)

Transformation Area

Offered By:

Inspiration Operative:
Donny Shimamoto , CPA, CITP, CGMA

More From Donny

Presenter:
Byron Patrick CPA, CITP

Learn More About Byron

Presenter:
Liz Mason CPA

Learn More About Liz

Transformation Area:

Field of Study:

Taxes - T

CPE Credits

90 Minutes

Prerequisite(s)

None.

Content Type

On Demand

Level

Beginner

Assessment

No

Course Overview

This on-demand webinar will have the presenters and panelists 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.

Learning Objectives

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.

Advanced Preparation

None.

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