Plan Ahead: How to Prepare Now for
Filing Season Success

The start of the January tax season is right around the corner, and now’s the time to prepare so that it’s a smooth, straightforward process.

In this webinar, we’ll walk you through a few simple ways to get organized such as double checking your team’s information for accuracy, staying on top of deadlines, and clearly defining roles for the process. With a little preparation now, you can start January confident and ready to file.

Key Learning Points:

• How to review team member classifications
• Keeping track of deadlines
• Coordinating your team early for filing success

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