Gearing Up for Tax Season: A Small Firm Practice Management Discussion


When:  Dec 4, 2025 from 12:00 PM to 01:00 PM (ET)

1 CPE/MAP - Webinar from 12-1PM

30 Min Open Discussion from 1- 1:30PM (No CPE)

Join the National Conference of CPA Practitioners (NCCPAP) for an engaging and practical webinar designed to help small firm owners and practitioners prepare for a successful tax season. This session focuses on the business side of tax season—how to organize your team, streamline workflow, manage client expectations, and maintain firm efficiency under pressure.

Learn proven strategies to optimize staffing, enhance communication, and create a smooth, consistent process from intake through filing. The discussion will also highlight technology best practices, scheduling tools, and workflow management techniques tailored specifically to small firm realities.

Whether you’re a solo practitioner or managing a small team, this webinar will provide actionable steps to reduce stress, increase productivity, and deliver exceptional client service during the busiest time of year.