By the Numbers
This is the number of charge hours a week on average during busy season it takes from all of us to not burnout in the long-run, to serve our clients and to get everything done!
What is 55 hours?
The TAX 1099 Cutoff date to get the materials to NEAR.
What is 1/24 End of Day?
The most important skill/tool to be able to execute every single dazzling day to maintain sanity, trust, and efficiency.
What is communication?
This is where the firm book of record for tax engagements lives and where you can check the account / return locator for GoSystem Engagements.
What is Amelio?
This local tax filing that tells the municipal government what their tax base is!
What are Property Tax Listings?
The time the alarm resets in our Asheville office building each night.
What is 12 AM?
The date the conversion gosystem dollar code is scheduled to go away.
What is 1/31/2025?
This is a great time frame window to basically do all manner of things: respond to clients, clear review notes, respond to emails about anything.
What is 24 hour turnaround?
The firm application for scheduling work where you check to see your scheduled client projects and should adjust weekly.
What is DayShape?
A 15 minute weekly break to learn office updates and maybe have a laugh and snack.
What is a huddle?
1,200
What is the approximate number of Asheville flowthrough returns that we have to complete for 2024 currently in Amelio?
This date combines two celebrations, Saint Patrick's Day and the 2025 due date for flow through returns.
What is 3/17?
The letter "L" stands for this phrase.
What is Lead with Integrity?
The frequency you should enter your time into STAR PM and approve it.
What is daily?
This form is filed to report casualty and theft losses attributable to a federally declared disaster, i.e. Hurricane Helene and CA Wildfires.
What is Form 4684?
This is the utilization percentage we strive for to keep all this client work movin' and groovin'!!
What is 100%?
The Hurricane Helene extended due date for extended 2023 and 2024 returns, as well as payment due date for 2024 4th quarter payments and extension tax payments; but that we will try and not use as a way to procrastinate when we can get the work done because we want to be done by April 15th.
What is 5/1/2025?
The platform you can use to commend and recognize the BE BOLD values in action.
What is BRAVO!?
This application is used to assign multiple users access to CaseWare binders at once, especially the preparers, reviewers, and signers of a return.
What is Working Papers Management?
The most common report pulled from BNA Fixed Assets.
What are Depreciation Reports?
550
What is the approximate number of 1040s and 1041s that will go through NEAR tax prep and review this busy season from the Asheville office?
This is when the sunsetting provisions of the 2017 tax cuts and jobs act, also known as TCJA, sunset.
What is 12/31/2025? Bonus points for anyone who can name the sunsetting provisions AND the ones that are permanent!
This is the fourth letter in the alphabet AND stands for deliver an unmatched client experience in our firm DNA.
What is "D"?
This is where you can find engagements that have not been specifically assigned to an individual yet so that you can get tax returns moving forward!
What is the Amelio Preparer Queue?
This site has the links and resources to everything you'll need to succeed this busy season.
What is ForFront?