5 tips for a successful tax season.

Reading time:

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

Additional reads you may find interesting...

View All
Title card: Creativity, connections, and client relationships—with Nathan Wilson, The Narrative
Small Business Tips

Creativity, connections, and client relationships—with Nathan Wilson of The Narrative

Illustration of a woman with a lovely voice speaking

How to make your voice sound better

Ruby customer feature series title card: Rebecca Flanagan, Flanagan Legal Services
Customer Feature

Ruby customer feature: Rebecca Flanagan, Flanagan Legal Services

Business handshake: close-up part of two young women shaking hands and smiling while sitting at business meeting with their coworkers
Small Business Tips

Coopetition: how to grow your business by partnering with a competitor

Headsets hangs on powered-off computers in an empty office
Small Business Tips

Worker shortage explained: what 2021’s workforce issues mean for your business

A traffic light sign is nearly submerged by a massive flood—one example of the extreme weather events caused by climate change.
Small Business Tips

Getting real about climate change

Man makes notes in a notebook on a table with a phone
Small Business Tips

What you lose when you send every call to voicemail

An illustration of a phone ringing next to a magnifying glass that reveals text: "Ruby calling…"
Receptionist Tips

Receptionist secrets revealed: 5 tricks to grow your business by wowing your customers

A group of professionals sit in a well-lit office watching a man in a hoodie present and point to a whiteboard
Small Business Tips

How IT answering services help you engage & retain customers

Collage of people on phones with title: Real receptionists. Unreal results. Build lasting loyalty with Ruby.
About Ruby

Getting started with Ruby: what to expect

Female-presenting freelancer wearing elegant sweater and round earrings working in front of open laptop, sitting in cozy home office interior, drinking coffee, browsing websites
Small Business Tips

Does your business really need a website? 6 myths about your online presence

An illustration showing that people who call translate into money for a business, while people who visit a website are left without a next step, and bounce to competitors' websites
Small Business Tips

You don’t leave your callers hanging. But what about your website visitors?

Collage of group of young people over colorful vintage isolated background smiling doing phone gesture with hand and fingers, pantomiming talking on the telephone.
Receptionist Tips

The power of answering the phone in one ring

Ruby logo + Clio logo
Legal Practice Tips

Ruby + Clio = happier clients + more billable hours

Small Business Tips

You don’t have to be the “everything business.”

Try Ruby Risk Free

Call to talk to a live virtual receptionist and hear why 10,000+ companies Ruby.

Call Ruby Sign Up
Sales Support

Already a Ruby customer?

Let’s get started.

Ready to turn more callers into customers?

Missed connections translate to lost revenue. With Ruby, you have a partner in gaining and retaining customers. Plus, we’re so confident you’ll love our service, we offer a 21 day money-back guarantee*.

*Ruby is delighted to offer a money-back guarantee to first time users of both our virtual receptionist service and our chat service. To cancel your service and obtain a full refund for the cancelled service (less any multi-service discount), please notify us of the service you wish to cancel either within 21 days of your purchase of that service or before your usage exceeds 500 receptionist minutes/50 billable chats, as applicable, whichever occurs sooner.

Legal_Final

The Secret to Successful Law Firms

The inside scoop on Clio’s latest legal trends report.

Phone Thumbnail 2

10 Questions to Ask a Virtual Reception Provider

Ask the right questions and rate virtual reception services with our handy guide and scorecard!