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Reset and Refocus After Tax Season
Manage episode 486668782 series 3669332
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In this episode of Deduct This, tax attorney Eric Schwarberg offers clear strategies for managing post-deadline tasks, reducing burnout, and getting your practice back on track. Whether you're still closing out returns or planning for what's next, this conversation is all about finding better ways to stay in control.
We talk about how to clean up client handoffs, create space for planning, and prioritize efficiency without overcomplicating your workflow. If you're searching for a better season reset, this one’s for you.
ProConnect Tax helps solo CPAs handle high volumes with smart automation, built-in reminders, and fewer clicks to finish returns
Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/
Connect with Eric Schwarberg:
🔗 linkedin.com/in/ericschwarberg679
🌐 https://www.intuit.com/
Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard
Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.
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