Episode Details

April 18 marks the close of tax season 2023. This is a time for many practitioners to reflect on the past few months and decide what went well and what could be improved for future tax seasons ahead.

Nicole Davis, CPA, has one word to encapsulate this tax season. She also shares her wins and challenges along with solutions she implemented including the pizza tracker protocol and videos.

What you'll learn in this episode

• Tax season 2023 defined in one word (1.24)
• Changes/improvements that made a difference (2.35)
• Advantages of using a tax process explainer video (5.25)
• The pizza tracker tool (8.05)
• Tax practice management software Nicole uses (10.55)
• Challenges and lessons learned (12.09)
• Nicole's take on IRS service level (16.21)
• Final thoughts (18.01)
• A page from Nicole's travel journal (20.15)

Related resources

• Tax season resources – With constant changes to the tax landscape, being prepared for tax season is critical for success. Set yourself up for a smoother filing season by tapping into the wealth of AICPA and Tax Section resources.

Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey pod