Two Powerful Things to do After Tax-Season

Two Powerful Things to Do After Tax Season

1. Re-cap the season. Write things while they are fresh on your mind. We think we will remember, but it’s amazing what we do in fact forget. These notes can be very useful when you are gearing up for the next tax season. Handwriting is the best way to write because it activates areas of the brain differently, and you are more likely to act on your ideas. I personally keep a hand-written “deal journal” and have gotten tremendous insight from this practice. Be sure to remember to ask your team to get their observations.

2. Plan your time off. The most productive people take significant time away from the office. Time off can and should be incredibly rejuvenating. Some people don’t take very much time and still others feel obligated to work while on vacation. Vacation needs to be viewed not as unproductive time, but as an investment in your firm’s most productive asset – YOU. To do it well, leave the laptop and the smart phone behind. You and those around you will be glad you did. Don’t worry-your practice will still be there when you get back.

Congratulations on completing another tax season!

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