February is peak execution month, and staying organized is critical to keeping returns moving and revenue on track. This checklist walks you through the key software, operations, training, and marketing actions you should be reviewing right now to finish tax season strong.
Desk Reference Guide and February Checklist
February moves fast, and small oversights can quickly create delays or missed opportunities. This checklist provides a clear monthly action plan to help you manage staffing, monitor rejects, stay current on software updates, and drive repeat visits and referrals. Complete the form below to access the February Checklist and stay in control during the busiest stretch of the season.
Get the Free 2024 Tax Season Desk Reference Guide!
Quickly reference important tax topics such as Due Diligence Requirements, TaxPayer Filing Requirements, Standard Deductions, EIC breakdowns, Individual and Corporate Tax Rate Schedules, and more!
February Tax Season Readiness Checklist
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Desk Reference Guide
Discover everything you need to run a smooth professional tax preparation business during tax season. From software and banking setup to training and marketing tasks, make sure your tax business is ready by downloading your February Tax Season Readiness Checklist.
By completing the form below, not only will you get this great resource, but you will also have access to our 2025 Tax Season Desk Reference Guide and “What to Bring to Your Appointment” checklist for your taxpayer clients.