Join ADP & Dawn to Take Control of Tax Season

February 6, 2023

Here we are again! Another tax season is upon us. I invite you to take control of what I call “productive season” (not busy season!) by joining me February 13, 2023 for a webinar with Heather Sperduto, Vice President of Sales Operations, Accountant Channel at ADP. We will show you how to make this tax season different than any other.

Take away practical tips to help you improve your processes, including documenting pain points, changing the way you look at a tax return, and key technology considerations. Our learning objectives include:

  • Understanding the importance of documenting tax season pain points.
  • Learning how to approach the changes that need to be made, including quick shifts in technology.
  • Understanding how the tax return preparation process can help you advise your clients.
  • Understanding the importance of asking questions during your normal processes.
  • Learning how to set boundaries in your calendar to help ensure a productive season.

Let’s look at this tax season as a time ripe with possibilities! I will show you how I am taking a new approach to tax season as a launching point for advisory, too, including relationship pricing. Join me at this webinar and make 2023 your most productive tax season ever! Register now.

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