Surviving Tax Season

Whether you’re in the accounting world or just need to get them done, we have a few tips to help get you through (we’re almost there!).

1. Time Management. Set deadlines and block out your schedule ahead of time. Don’t let Tax Day sneak up on you! For many people getting taxes done is more about simply carving out the time to do so, and that can be the most stressful part. For CPAs it's often more about letting your loved ones know that this is a busy season for you, and you need space in your schedule and support to get through it.

2. Eat, hydrate, and breathe. For CPAs this is about long hours and supporting stressed clients. For everyone else this is about not having a meltdown and making things easier on your CPA.

3. Be Organized. For many of us this is something we try to practice everyday, and if we’re successful in doing so it makes tax season SO MUCH easier. But if file organization has gotten away from you take the time to sort through everything before your tax appointment. It will make a world of difference in stress and timing for all parties involved.

4. Know what is needed from each other. CPAs should have a list of things that their clients need to have prepared and with them when they arrive to their appointments. Clients should be aware and on top of these items.

5. Have a de-stressor scheduled! After your appointment or season have a little (or big) reward waiting for you. Maybe it’s happy hour, or maybe it’s Hawaii…just do something to celebrate the fact that you made it through Tax Season!