Your Guide to Tax Season Our Tax Preparer’s Guide

The tax season is fast approaching, meaning you need to get ready to perform at your best as a tax preparer. You also need to concern yourself with the best practices and tools to make sure that your clients are happy. But what exactly should you put into practice as a tax preparation professional?

This guide will discuss key tax season tips that you need to survive the upcoming tax season, complete all your clients’ tax records, and gain more referrals. Take this opportunity to rethink your current tax preparation job and upgrade it with the best cost-efficient and time-saving solutions.

1. Start as early as possible

You should never procrastinate as a tax preparation professional because doing so can negatively influence your clients to submit their tax returns late. It affects your services’ accuracy and effectiveness, costing you valuable time and clients who deserve better services.

As an effective preventive measure, start your tax computations early and request bank statements and other crucial tax information from your clients in advance. Doing so will enable you to maximize your time well to service more clients, meaning more revenues to sustain your career.

2. Maintain open lines of communication with your clients

Your clients may provide you with all the documents you need, but there may be last-minute changes. At times, it can be their fault or an error at your clients’ banks. That’s why you should keep your lines of communication open with your clients for valuable updates and clarifications.

One of the best ways to maintain open communication is to provide clients with your business card or contact information. Preferably, you want to list your email and landline number to keep your tax preparation services strictly professional and accessible.Through professional communication, you can minimize errors on your clients’ tax records and maintain your professional relationship with them.

3. Manage your time well

Your number-one resource as a tax preparer is your time. There are often not enough minutes to tabulate and provide consistent services to all your clients. You may also find it challenging to allocate time for error checking, client consultations, and other tax-season related concerns.

For your convenience, use a watch and determine the amount of time it takes for you to complete a client’s tax preparation records. Doing so allows you to allocate each minute effectively and focus on high-quality services rather than wasting time on ineffective tax preparation methods. Keep a record of the time you spend throughout the tax season to work through your strengths and weaknesses.

4. Use professional tax preparers’ software and find other tax preparation solutions

You may commit yourself to your job as a tax preparer, but there will always be room for errors and improvements. That is why you should always be on the lookout for the best tax preparation solutions, such as software and tax preparer-dedicated training. Partner with us at Keystone Tax Solutions to determine how you can take your tax preparer’s career to the next level.


Tax season may be fast approaching, but you can do your job as a tax preparer to the best of your abilities. You just need to take advantage of the best practices to provide high-quality services and maintain your good reputation. Take note of all the previously mentioned tips and go through tax season effectively today.

Keystone Tax Solutions provides you with the best US-based eFin solutions through our award-winning professional tax preparers’ software. We also offer other related services, like audit protection and training, to equip tax preparation professionals like you. Use our all-in-one software today and contact us to prepare yourself for tax season.

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