Extensions and Tax Planning: An Efficient Approach to Client Communications

Learn to use tools such as SmartVault Bulk Email, Docusign Integration for Signatures, and more.

with Dawn Brolin

The clock is ticking and the extension deadline is getting closer.  In addition, our need to provide tax planning for your clients is also at its height.  Join us as we will work through the proactive approach to getting through this portion of the season with tools such as SmartVault Bulk Email, Docusign Integration for Signatures, and more.

Learning Objectives:

    • Learn about setting deadlines with your clients to ensure a smooth end to the extension season
    • Understand the importance of being proactive with your clients on extension
    • Learn how to send bulk emails for the purposes of extension season
    • Evaluate your current process for extensions
    • Learn best practices for extensions and adjust your 2020 tax season procedures to incorporate expectations
Dawn Brolin
CPA, CFE
Powerful Accounting
Dawn is a Certified Public Accountant, Certified Fraud Examiner, and President of Powerful Accounting, Inc, a nationally recognized accounting, tax, forensic and fraud, IRS and State Agency audit and professional QuickBooks consulting firm. Recently Powerful Accounting has partnered with Anderson, Brolin & Coba CPAs, LLC - a powerhouse tax preparation, consulting and wealth management firm where Dawn is a partner. Dawn’s list of professional accomplishments is extensive and includes speaking on various fraud and tax resolution cases as well as keynote and emcee at many conferences across the country. Dawn has been named “Top 100 Most Influential People in Accounting” 2018 & 2019 by Accounting Today, “Top 25 Most Powerful Women in Accounting” 2012-2017 by CPA Practice Advisor, a “Top 10 Managing Partner Elite – Great Accounting Firm Leader” in 2017 by Accounting Today, and selected as a “Top 40 Under 40” by CPA Technology Magazine in 2009. Dawn continues to pursue excellence with the support of her amazing team at Powerful Accounting.