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“How Did Your Filing Season Go?” Survey Results

“How Did Your Filing Season Go?” Survey Results

This filing season was the first to feature almost all changes from to the Tax Cuts and Jobs Act—not to mention the new Form 1040 and Schedules 1 through 6. To learn whether these changes had a significant impact on tax professionals, Taxing Subjects surveyed more than 5,000 preparers.

Respondents included CPAs, EAs, attorneys, and other preparers belonging to tax practices of all sizes, from offices preparing 20 returns to those handling more than 1,000 returns. They provided multiple-choice responses to five season-specific issues:

  • What was your biggest challenge this season?
  • How many clients had questions about the new Form 1040?
  • How did the Tax Cuts and Jobs Act impact your clients’ taxes?
  • Pick the TCJA change that gave you the biggest headache during tax season.
  • If you could do it all over, would you have spent more time learning about the TCJA and Form 1040 changes?

To download the “How Did Your Filing Season Go?” infographic, complete the form at the bottom of the page and wait for the page to refresh. If you’ve already completed the form on a different Taxing Subjects download, you should see a hyperlink instead of the form.

Those interested in hearing more about last filing season should check out the latest episode of the Taxing Subjects Podcast featuring an interview with Jim Lowe, EA of AVL Tax Professionals.

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How Did Your Filing Season Go Infographic.pdf

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Ryan Norton

Whether designing superheroes, penciling caricatures, or just doodling, I always knew I was going to earn some sort of art degree while in college. That was my goal before I decided to trade Edgar Degas for Edgar Allan Poe during a Freshman English class. The BA in English soon morphed into a double-major in English and Philosophy, eventually becoming an MA in English. It only makes sense that I learned of a writing opportunity for a local marketing firm while teaching a first-year college English course. Before I knew it, I was writing and editing tax-related articles for Taxing Subjects, and this has been my home since 2014.

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