Your One-Stop Resource for a Stress-Free Tax Season

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.

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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
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Accountant Roundtable: Streamlining Your Internal Accounting Workflow Process During The Busy Season
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Day 2: How to Avoid Crazy Busy Season Hours and have a good quality of life year round w/Logan Graf
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Day 2: From Overwhelmed to Integrated How to Break Down Big Projects into a 3 step Framework
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How to Focus on Meaningful Growth While Having a Balanced, Fulfilling Life w/Keila Hill-Trawick
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Day 1: How to Build a Million Dollar Practice Through Tax Representation w/Eric Green
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Day 2: Tax Time Tune Up Perfecting Your Year End Books with Alicia Katz Pollock
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2025 Personal & Business Tax Returns Workflow Reset with Nick Boscia
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Home Run Tech Stack for 2025 How to Choose & Use Cloud Solutions That Score Big
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3-Day Workflow Challenge: Day 1 with Dawn Brolin, CPA CFE
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3-Day Workflow Challenge: Day 2 with Kellie Parks, CPB
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3-Day Workflow Challenge: Day 3 with Kellie Parks CPB and Dawn Brolin, CPA, CFE
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2025 Client Engagement, Onboarding, and Off boarding Workflow Reset with Kellie Parks
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Workflow Summit: Streamline Your Workflow Automation Tech Stack with Zapier (Courtney McKay)
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Workflow Summit: Setting Up Workflows and Processes, Pre Automation with Kellie Parks

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 here

Podcasts

ADHD Resources

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.

Spread Positivity

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