Free Resource · Small CPA firms (tax practice)
Tax Season Triage Playbook
PDF Playbook · 26 pages
Triage framework for 2026 tax season — client-priority scoring, extension-decision rules, partner time allocation, and deadline war-room setup for 2-10 person firms.
What's inside
- Client-triage scoring model: 5-dimension rubric for ranking urgency (revenue contribution, complexity, partner relationship, deadline, downstream dependencies)
- Extension-decision matrix: when to extend vs when to push through (with real examples across S-Corp, C-Corp, 1040, 1065)
- Partner time allocation framework — how a managing partner spends 160 hours across 60 clients in March
- Deadline war-room setup (physical + virtual) — Kanban layout, standup cadence, escalation protocol
- Weekly capacity review template (who's underwater, who has slack, how to re-balance without relationship damage)
- Post-season retro template — capture what broke so next year doesn't repeat
- Real-world example: how a 6-person firm ran March 2025 and what they fixed for March 2026
Who this is for
Small CPA firms (2-10 people) running 50-200 clients through 2026 tax season who want to stop doing March the way they did March in 2025.
Get the playbook — free
Where should we send it?
Enter your email and we'll send the playbook immediately. You'll also get our early-access newsletter (one-click unsubscribe — no spam).
Why this works
Synthesized from post-mortem interviews with 22 partners at small firms after March 2025. The playbook captures the 6-7 moves that separated the firms who finished March on time from the firms who didn't.
The outcome
March becomes a run playbook, not a fire drill.