EXTENSIONS AND TAX PLANNING: AN EFFICIENT APPROACH TO CLIENT COMMUNICATIONS

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.

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 and Managing Member of Powerful Accounting, LLC - a nationally recognized accounting, tax and QuickBooks Consulting firm. She discovered the importance of the relationship between good accounting records, good business processes and running a successful business through her own experience as a business owner and now strives to "leave people better than she found them". Working with small to medium sized businesses including, contractors, non-profits, retailers and service providers, Dawn provides accounting, write-up, reporting, offsite CFO resources, tax return preparation and audit support services.