Tax Season Debrief: Growth, Change and Challenges
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Tax Season Debrief: Growth, Change and Challenges
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In this episode I recap the latest tax season, detailing both the challenges and successes experienced. This year marked our transition to a fully remote team, including the addition of a new remote administrative assistant. Despite initial concerns, we successfully navigated remote work logistics, streamlined our workflow, and introduced a subscription model for clients. I also share personal anecdotes, including the emotional difficulty of a staffing change and the importance of maintaining healthy work-life boundaries. Overall, the season was productive, with minimal overtime and the successful early completion of tax filings.
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