Deduct This With Carrie and Lexi
Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services.
You'll gain:
- Practical tips for efficient client interactions.
- Proven ways to transition confidently into advisory work.
- Effective methods to increase success without hiring additional staff.
- Useful lessons from experienced tax professionals focused on improving outcomes.
Together, we're helping tax professionals perform better, achieve more, and simplify success.
Deduct This With Carrie and Lexi
Reset and Refocus After Tax Season
In this episode of Deduct This, tax attorney Eric Schwarberg offers clear strategies for managing post-deadline tasks, reducing burnout, and getting your practice back on track. Whether you're still closing out returns or planning for what's next, this conversation is all about finding better ways to stay in control.
We talk about how to clean up client handoffs, create space for planning, and prioritize efficiency without overcomplicating your workflow. If you're searching for a better season reset, this one’s for you.
ProConnect Tax helps solo tax and accounting professionals handle high volumes with smart automation, built-in reminders, and fewer clicks to finish returns
Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/
Connect with Eric Schwarberg:
🔗 linkedin.com/in/ericschwarberg679
🌐 https://www.intuit.com/
Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard
Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.