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Four steps to getting a jump on busy season planning

Aug 09, 2023 · 3 min read

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Four steps to getting a jump on busy season planning

The summer is a great time to regroup and reset before the fall tax deadlines start approaching and year-end planning begins. Here are four steps that firms can take now to ensure a more manageable and productive busy season.

Review your client roster. Are there clients who no longer suit your firm? It’s probably easy to name the clients who may be more trouble than they’re worth. Maybe they are

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