5 tips for a successful tax season.

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Hey CPAs, are you tax season ready? Take a moment now to help your tax season flow more smoothly by thinking ahead to what you and your loved ones need to ride the wave of filings, returns, itemizations, and long, long, long work hours. Avoid burnout by taking care of future-you, now!

1. Block time on your calendar.

Keep yourself healthy, whether by going to the gym or scheduling time to get some fresh air or lunch with a friend. Your body and brain need the reset and your work will be better for it!

2. Make it easier on your loved ones.

Remind them that you will be heads down these next weeks. Gift them some restaurant and movie gift cards to help them get through, and schedule a getaway for after the tax season madness so you all can regroup.

3. Cook ahead!

It’s no good eating shoddy, heavy take out and last minute snacks–your brain needs fuel. Cook ahead now and freeze soups, stews, and the basics for healthy throw-it-together bowls. Or, use an all in one meal delivery kit so all you have to do is throw the ingredients in a pan and voila, healthy meal.

4. Download a meditation app.

15 minutes, headphones, and a quiet place is all you need to clear your mind, recenter, and later get back to work later, refreshed and more productive.

5. Use Ruby.

Our warm, professional receptionists are your businesses’ best ambassadors. We get you off the phone and back to your billable hours, maximizing your tax season. We never miss a call and personalize our messaging to your specifications so your clients never know they are speaking with an outside service.

We are proud of our financial customers and delighted to support their businesses and clients by communicating with empathy, friendliness, and professionalism, all the while never letting them know we are off-site.

“Ruby makes me look good and keep costs in check. You just can’t replace the value of a live, professional person to answer your calls, especially if you’re in a high-touch, service business.”

– Frank Molinar, Molinar & Co Financial Associates

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