19d • 🧠 Mindset & Motivation
Hey Tax Pros… breathe. 😤
If it feels slow right now, that’s normal.
The IRS isn’t fully in motion yet, and a lot of W-2s still haven’t landed.
So if your phone isn’t ringing off the hook…
If your inbox isn’t packed…
If it’s feeling “too quiet”…
YOU’RE NOT LATE. YOU’RE IN POSITION.
This part is for preparation, not panic.
Right now, your job is to get your house in order:
✅ update and simplify your intake process
✅ tighten your due diligence checklist
✅ finalize your WISP, SOPs, and workflows
✅ run test returns and confirm software + bank products
✅ follow up with last year’s clients
✅ prep your promo content, scripts, and posts
Because when the gates open…
It’s not a trickle. It’s a flood. 🌊🔥
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Hey Tax Pros… breathe. 😤
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