Tax Season Hub
Your go-to hub for workflow templates, expert advice, and actionable tips to help you stay organized, save time, and boost productivity this tax season.
Checklist Templates
1040 Tax Return – Boscia & Bosia
Free Amend Tax Return Checklist Template
1099 Preparation Checklist Template
Free 990 Tax Return Checklist Template
1120S Tax Return Checklist Template
Free 1065 Business Tax Return Checklist
1041 Tax Return Checklist
Free Annual Sales Tax Checklist Template
T1 Tax Return Checklist Template
T2 Corporate Tax Return Checklist Template
Articles
The Comprehensive Tax Preparation Checklist for Tax and Accounting Firms
As a critical part of a good workflow system, tax preparation checklists allow tax firms to refine their procedures and complete tax projects, potentially saving their clients thousands of dollars yearly.
How To Avoid Working Crazy Busy (Tax) Season Hours W/Logan Graf
Learn how to avoid burnout during tax season with Logan Graf’s expert tips on managing clients, leveraging technology, and setting boundaries.
Tax Preparation Workflow: A Comprehensive Automation Guide
Struggling with managing an increased workload during tax season? You need an efficient workflow. Here’s all you need to know about implementing a tax preparation workflow in your firm.
When is Accounting Busy Season? A Comprehensive Survival Guide
Struggling with managing an increased workload during tax season? You need an efficient workflow. Here’s all you need to know about implementing a tax preparation workflow in your firm.
6 Ways to Avoid Working Overtime During the Next Tax Season
Accountants aren’t immune to overworking, especially during tax season. But there are plenty of things you can do throughout the year that will help speed up your administrative tasks, streamline communication, and complete client work faster.
A Comprehensive Tax Preparer Checklist for Clients (+ Free Template)
In this guide, we present a comprehensive tax preparer checklist that you can share with your clients to collect all the necessary information. By incorporating this checklist into your workflow, you can enhance efficiency and minimize the risk of errors
Here Are 4 Essential Ways to Avoid Tax Season Burnout
Tax season is the most difficult part of the year for accountants and bookkeepers. Here are a few steps you can take to help make sure you don’t burnout.
How to Keep Your Clients Engaged After Tax Season – A Guide
Looking at what worked and what didn’t during tax season can help strengthen an accounting firm’s marketing strategies to face the year ahead. By engaging your current client base all year round, you’ll also gain a competitive advantage for the future.
5 Best Tax Deadline Management Software Solutions in 2025
If you are overworking (repeated late hours) or overwhelmed with chasing down clients for documents to meet IRS deadlines, you need a tax management tool. It will help you automate those tasks and free up time to meet tax deadlines. Read on to select the best for your tax needs.
Videos
Tax Season Biweekly Wellness Breaks
Join us every other Friday for 30-minute virtual sessions designed to help you recharge, stay balanced, and power through the busiest time of the year with ease.
Register herePodcasts
The Workflow For Scheduling a Tax Prep w/Brenda Cannon, CPA
Ready to conquer tax season without losing your mind?
Brenda’s bringing her A-game to help you get your tax prep on point. From pro tips on scheduling like a boss to keeping your paperwork drama-free, Brenda’s got you covered.
Outsmart Regulatory Changes with These Accounting Workflow Hacks w/Dawn Brolin
Staying ahead in an industry where regulations are constantly evolving can be daunting. This episode isn’t just about survival; it’s about thriving through change. Dawn Brolin, CEO of Powerful Accounting, shares her story of tackling significant regulatory updates head-on, revealing how she turned potential disruptions into opportunities for growth and innovation.
How to 10X your firm’s efficiency by automating low level tasks
Ever wondered how some accounting firms seem to be on the fast track, leaving everyone else in the dust?
We do a deep dive with Michael Astreiko, Founder of Synder, into the game-changing world of accounting automation, showing you exactly how to reclaim time, boost productivity, and focus on what truly matters.
ADHD Resources
Working with ADHD: A Toolkit for Accountants
Are you an accountant or bookkeeper working with ADHD? Here’s a toolkit of strategies, resources, and accommodations to overcome ADHD challenges and thrive.
Panel Session ADHD in Accounting Understanding & Maximizing Neurodiversity
Explore how neurodiversity, particularly ADHD, impacts the accounting profession. Our diverse panel discusses strategies for leveraging unique strengths, fostering inclusive workplaces, and maximizing productivity.
How Sabrina Parris, CPA, Balances ADHD, and High-Pressure Accounting Demands
The stress of deadlines, the pressure to be perfect, and the constant fear of missing something crucial can make working in accounting feel like an insurmountable challenge for someone with ADHD. It’s a struggle that can lead to self-doubt, anxiety, and even burnout.
Discovering ADHD After 30 Years: Blake Oliver’s Journey and How It Has Shaped His Career
Diagnosed with ADHD as a child but unaware of it until adulthood, Blake’s journey is one of resilience, creativity, and adapting to a neurodivergent way of thinking that has shaped both his personal life and his career in public accounting.
Delegation, Breathwork and Pomodoro: Inside Linda Lee-Hahn’s ADHD Survival Kit
Diagnosed with ADHD as a child but unaware of it until adulthood, Blake’s journey is one of resilience, creativity, and adapting to a neurodivergent way of thinking that has shaped both his personal life and his career in public accounting.
Tax Season Wall of Positivity
Got a genius hack to survive tax season? Or maybe just a sprinkle of inspiration to keep the energy up?
Share it here! Let’s turn this season into a team-powered win.
Guides
The 5-Page Guide to Setting Up Workflow Automation That Works With Kellie Parks, CPB
Managing endless to-do lists and repetitive tasks can leave you stretched thin.
This free guide, created in collaboration with Kellie Parks, CPB, offers a simple, step-by-step approach to setting up automation that makes your business run smoother—so you can focus on what you do best.
The 5-Page Guide to Using GenAI Tools in Your Accounting Workflow with Mark Wickersham
If you’re not leveraging GenAI tools, you’re falling behind.
Imagine the stress, inefficiency, and missed opportunities that would result from not adopting these game-changing tools. This compact guide, created in collaboration with Mark Wickersham, will provide actionable steps for integrating AI into your workflow without headaches.
The 5-Page Guide to Accounting Workflow Automation Basics for Beginners with Heather Satterley, CPA
Manually handling every little accounting task can be exhausting, not to mention the errors that sneak in when you’re trying to do it all yourself. It’s like trying to juggle too many balls at once—eventually, something’s going to drop.
The 5-Page Guide to Accounting Workflow Automation Basics for Beginners with Heather Satterley, CPA
Manually handling every little accounting task can be exhausting, not to mention the errors that sneak in when you’re trying to do it all yourself. It’s like trying to juggle too many balls at once—eventually, something’s going to drop.
Important Deadlines
- Jan 27, 2025 – Tax Season Begins
- Jan 31, 2025 – W-2 forms Due date for employers
- Jan 31, 2025 – Due date for some form 1099
- Apr 15, 2025 – Individual Tax Deadline
- Apr 15, 2025 – Deadline for filing an individual tax filing extension
- Apr 15, 2025 – Q1 2025 estimated tax payment due
- June 16, 2025 – Q2 2025 estimated tax payment due
- Sept 15, 2025 – Q3 2025 estimated tax payment due
- Oct 15, 2025 – Individual extended tax return filing due date
- Jan 15, 2026 – Q3 2025 estimated tax payment due
- Jan 27, 2025 – Tax Season Begins
- Jan 31, 2025 – Deadline to send W-2 forms to employees and file them with the IRS
- Jan 31, 2025 – Deadline to send 1099 forms to independent contractors and file them with the IRS.
- Mar 15, 2025 – Filing deadline for Partnerships (Form 1065) and S Corporations (Form 1120-S)
- Sep 15, 2025 – Extenstion deadline for Partnerships and S Corporations returns
- Oct 15, 2025 – Extension deadline for C-corporation returns