Guide

The 20-Hour Question: What Would Your Senior Tax Staff Do With 20 Hours Back A Week

During peak season, your most experienced tax professionals can lose valuable hours to document chase-downs, manual data entry, K-1 tracking, status follow-ups and avoidable review loops. The bigger question is how much of that work actually requires a CPA.

Download The 20-Hour Question, a practical guide for tax practice leaders to identify where senior capacity is being lost, separate professional judgment from work that simply needs to get done, and build a more defensible workflow for the 2027 filing season.

This guide will help you:

• Learn which tax tasks genuinely require CPA judgment and which are unnecessarily consuming senior capacity
• Identify where manual work, follow-ups, and review loops are quietly eroding hours during peak season
• Understand where AI can create efficiency and where professional oversight still needs to remain firmly in place
• Use practical checks to assess your own workflow, including senior-hour leakage, K-1 volume, and review effort
• Turn those insights into a 90-day action plan to reclaim capacity before the 2027 filing season
• Redirect recovered senior hours toward higher-value review, advisory, client conversations, and growth

Peak-season capacity problems rarely start in January. Use the guide to uncover where senior hours are leaking today and take practical steps to reclaim them before filing season puts your workflow under pressure.