In this episode of The Practicing Accountant podcast, Doug and Dan dive into the chaos of the extension season, focusing on the challenges and lessons to be learned from the upcoming September 15th deadline. They discuss the importance of capturing the current experience—whether it’s workload, client readiness, or personal stress levels—to improve the process for the following year.

They emphasize the need to observe and document what’s happening now, so it can serve as a guide for making next year’s tax season smoother and more efficient. From tracking hours to client communication, the hosts offer practical advice on how to manage the busy season better and set up your practice for future success.

For more resources, visit www.thepracticingaccountant.com. Don’t forget to like, share, and subscribe!

26. Navigating Extension Season: How to Improve Your Process Next Year 28:42 Share

The Practicing Accountant

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26. Navigating Extension Season: How to Improve Your Process Next Year