Blog: Productivity

Every filing season produces the same conversation, and most firms handle it badly. A client's return has been filed, weeks have passed, nothing has happened, and the client wants to know why. The unhelpful answer — that the IRS is backed up — is true, unsatisfying, and does nothing to protect the client from the consequences a delay can actually create.

The useful version of this conversation has three parts: knowing what category of delay you are dealing with, knowing how to find ...