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Tax Season: Get Ready Before It Gets Busy

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Tax Season Readiness: Practical Steps for a Smoother Busy Season marks the beginning of a year-long initiative to help firms shift from reactive compliance work to proactive, tech-enabled advisory services.

HONOLULU - s4story -- Tax season doesn't have to be a grind. On December 10, join Donny Shimamoto, CPA.CITP, CGMA, Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA—alongside special guest thought leaders—for a live 90-minute webinar that launches Tax Transformation 2026. This initiative is designed to help firms evolve from reactive compliance work to proactive advisory services, and this kickoff event is a chance to get ahead of the curve.

The webinar, Tax Season Readiness: Practical Steps for a Smoother Busy Season (https://improvetheworld.net/events/tax-season-r...), will provide actionable strategies for tax professionals, firm owners, and IT leaders. Attendees will learn how to streamline workflows, reduce burnout, and build a more resilient, future-ready firm. With the convergence of new tax legislation, evolving client expectations, and rapid advancements in technology, this year's busy season presents a unique opportunity to rethink how firms operate. Additionally, the trio, who are also hosts for the Center for Accounting Transformation's popular podcast, Accounting ARC (Analysis, Reaction & Comedy), will record the webinar for an ARC episode.

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Mason, CEO of High Rock Accounting; Patrick, CEO of VERIFYiQ; and Shimamoto, founder and managing director of Intraprise TechKnowlogies and founder and inspiration architect for the Center for Accounting Transformation, will share insights from their own experiences leading transformation in firms of all sizes. They'll be joined by special guest thought leaders who bring fresh perspectives from across the profession, including academic research, tech innovation, and leadership development. Together, they'll explore how firms can prepare not just for the next few months, but for the future of tax.

This session is ideal for anyone looking to:
  • Shift from compliance to advisory services;
  • Improve team engagement and reduce burnout;
  • Identify automation opportunities in tax workflows; and/or
  • Prepare for the demands of peak season with confidence
Whether you're a managing partner, a solo practitioner, or part of a larger firm, this webinar will help you take practical steps toward transformation. Don't miss your chance to be part of the movement. Register for Tax Season Readiness: Practical Steps for a Smoother Busy Season (https://improvetheworld.net/events/tax-season-readiness/) on  Dec. 10, 2025; 2 p.m. ET, 1.5 CPE.

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🔗 cpa.click/taxready

Contact
Amy L. Welch, APR, CAE
CPA Trendlines | Center for Accounting Transformation
***@intraprise.us


Source: CPA Trendlines

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