Find out if next tax season is even possible.
Nobody ever taught us how to work out what a firm can actually hold, so most owners have never run this number. Give it ninety seconds and it gives you yours, with the extension deadlines counted, so you can see where the work really lands.
Your book
Other means 1041s, 990s, anything else with an April deadline.
Include review, chasing documents, and the back-and-forth. Most people guess low.
Extended 1040s and 1120s are due 10/15. Extended 1065s and 1120-S are due 9/15.
The season you want
Only people who actually prepare returns.
Not what you worked last year. What you want.
Extension season still has to fit somewhere.
Kids' events, a long weekend, being sick.
required
you wanted
available
capacity
Every deadline, in order
| Due | What must be done by then | Load | Share of capacity used |
|---|
The Overhaul turns this into your actual client list, sorted, and a calendar you control. It starts with the Capacity Review, $1,500, and it credits in full. The Cohort gets you there over twelve months, with five other firms.
See The OverhaulNothing you enter is stored or sent anywhere. It is arithmetic in your browser and it disappears when you close the tab. Deadlines assume calendar-year filers: 1065 and 1120-S due March 15 (extended September 15); 1040, 1120 and others due April 15 (extended October 15).