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How to Conquer Tax Season

The grueling hours of tax season can test your strength, that’s for sure… especially when clients can hand in paperwork at the last minute and you’re working 24/7.  Here are five ways you can make sure you’re in the best shape possible to tackle the busy season. 

 



1. Be proactive
Take the proper steps in advance to help make sure you have everything in place to tackle it all head on. That means hiring enough staff, obtaining documents in advance to give you more time, and setting a deadline for those documents way before April 15. 

2. Lean on your village 
As April 15 approaches, your time gets squeezed and squeezed. A friendly reminder to friends and family in advance about the impending busy season—setting expectations and reaching out to them for support during that time—will help you conquer deadlines.

3. Make time to recharge 
Even as your days get longer and time gets crunched, it’s critical to make some time to recharge. Consider leaving the office an hour early one night to spend time with family or visit the gym and work an extra hour the following night. 

4. Flex your time management skills
Block out certain days and times for specific tasks. For example, schedule client meetings during certain windows and read emails at the end of the day.  
   
5. Address your own financial needs
More than half of U.S. employees bring financial stress to work.1 And financial stress leads to productivity problems. Being on your A-game is critical for conquering tax season. 

Source:

1 Prudential, 2017 Financial Wellness Study. Based on a survey of full-time employees who have medical insurance; therefore, the results may appear higher than comparisons to national averages.

 
Group Insurance coverage is issued by The Prudential Insurance Company of America, a Prudential Financial company, Newark, NJ.  

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