06/07/2026
Most tax offices wait until January to start looking for preparers, referral partners, and growth opportunities.
By then, they're already behind.
Right now is the time to:
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Recruit and train your preparers
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Build relationships with referral partners
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Create your systems and processes
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Grow your audience and online presence
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Prepare your office for Tax Season 2027
The offices that grow the fastest during tax season are usually the ones that spent the off-season getting prepared.
Don't wait until the rush starts.
Use this slower season to build the foundation your office will need when the clients start coming in.
π What are you working on right now to prepare for Tax Season 2027?