Beyond April 15th: Smart Strategies for Tax Pros to Make the Most of the Off-Season
- MyTAXPrepOffice Editorial Group
- May 30
- 3 min read
While April 15th may mark the end of crunch time, the months that follow are actually some of the most valuable for growing your practice, strengthening client relationships, and setting yourself up for success in the next season.
Here’s how tax pros are making the most of their off-season:
1. Offer Year-Round Services
Tax prep is seasonal—but your expertise doesn’t have to be. Consider expanding your service offerings to include:
Bookkeeping & Payroll: Many small businesses need monthly help managing their finances.
Tax Planning: Mid-year reviews and end-of-year planning can help clients avoid surprises.
Business Consulting: Use your financial insight to help clients make smart growth decisions.
Entity Formation & Compliance Support: Help entrepreneurs choose the right business structure and stay compliant.
Not only does this stabilize your income, but it also strengthens client relationships.
2. Reconnect With Clients
Post-season is the perfect time to follow up with clients when you’re both less rushed. Send a quick thank-you email, a client satisfaction survey, or a tax summary packet. These touch points show professionalism—and open the door for additional services.
Bonus tip: Set appointments for mid-year check-ins or invite clients to subscribe to a monthly newsletter with financial tips.
3. Evaluate and Upgrade Your Tools
The off-season is the ideal time to review what worked (and what didn’t) during your busiest months. Ask yourself:
Was your tax software efficient and easy to use?
Bonus Tip: You can try MyTAXPrepOffice for FREE! Power your business with functionality, accuracy, and ease, all for an affordable price.
Did you have trouble tracking client documents or communications?
Bonus Tip: Branded, mobile, and secure, MyTAXPortal delivers a safe, easy-to-use, organized space for you and your clients.
Were you spending too much time on admin tasks?
If the answer to any of those is “yes,” consider switching to a more efficient tax software like MyTAXPrepOffice, which is cloud-based, intuitive, and designed to simplify your entire workflow.
4. Build Your Brand
With more time available, now is a great opportunity to invest in marketing:
Refresh your website
Gather testimonials and reviews
Create educational blog or video content
Establish or grow your social media presence
Positioning yourself as a knowledgeable and approachable expert builds credibility—and helps bring in new clients next season.
5. Professional Development
Take time to sharpen your skills or expand your expertise. Whether it’s CE credits, IRS updates, or learning new service areas, continued education is a solid investment. Some great resources include:
IRS Tax Forums
Latino Tax Fest
NATP or NAEA conferences
Online webinars and tax courses
Final Thoughts
Tax season may be over, but opportunity isn’t. The off-season gives you the breathing room to refine, expand, and grow. Whether you’re scaling your services or simply preparing for next year, what you do now can make all the difference later. Need a tool to help you build your business all year long? Check out MyTAXPrepOffice—it’s more than just tax software. It’s a smarter way to work.
Disclaimer: This article is for informational and educational purposes only and does not constitute legal tax advice. Advanced Tax Solutions is not liable or responsible for any damages resulting from or related to your use of this information. It is your responsibility to refer to official IRS documentation for information regarding any tax laws or tax information shown here.
