06/07/2026
Most tax offices wait until January to start looking for preparers, referral partners, and growth opportunities.
By then, they're already behind.
Right now is the time to:
✅ Recruit and train your preparers
✅ Build relationships with referral partners
✅ Create your systems and processes
✅ Grow your audience and online presence
✅ Prepare your office for Tax Season 2027
The offices that grow the fastest during tax season are usually the ones that spent the off-season getting prepared.
Don't wait until the rush starts.
Use this slower season to build the foundation your office will need when the clients start coming in.
💚 What are you working on right now to prepare for Tax Season 2027?