Strategic Growth for Accounting Firms

Fix Next Tax Season Now (Before You Forget Again)

Shannon Vincent
March 21, 2026
4
minute read

Last March, we published “4 Ways to Fix Next Tax Season.” It became one of our most-read posts of the year. The most common feedback? “I agreed with all of it… and didn’t do any of it.”

Sounds familiar? You’re not alone. Tax season has a way of erasing the promises you made to yourself last May. So we’re bringing this back—same core ideas, sharper and updated with what we’ve seen across Renew firms this year.

If you only do one thing after reading this, make it this: write down the single biggest thing you want to change. Put it somewhere you’ll see it in May.

That’s the difference between another year of “I should have” and a year where something actually changes.

1. Capture what’s broken while it’s still breaking

Last year we said: prioritize ruthlessly. That’s still true.  But here’s what we’ve learned: the issue isn’t prioritization—it’s memory. By the time firms do a post-season debrief, the details are gone.

Don’t wait until June. Start a running list now:

  • Where are we not making the Firm the #1 Client?
  • Which clients are consuming disproportionate hours?
  • Where is scope creeping without price increases?
  • What’s actually causing late nights?

Across Renew firms, one pattern shows up every tax season without exception: your best hours are going to your Insanity Zone — the clients generating almost no profit while consuming real capacity. Tax season makes the Insanity Zone visible

Capture it while it’s fresh.

2. Stop pricing alone

Last year we said: price for sanity, not chaos. This year, we’ll say it more directly: stop making pricing decisions by yourself.

We see it constantly, firm owners:

  • Signing engagements
  • Absorbing scope
  • Holding rates steady

All without pressure-testing decisions externally. This applies beyond pricing. Before you sign a major client, make a key hire, or explore M&A, get input. Your firm is too important for solo decision-making.

This is why Renew’s Peer Execution Groups exist. The point isn't advice; it's having peers who know what good looks like, who've seen your numbers, and who won't let you make bad decisions without consequence.

3. Protect “working on the firm” time like a client meeting

You already know you need boundaries. That’s not the problem.

The problem is that strategic time is always the first thing sacrificed when things get busy.

The firms that improve year over year aren’t doing more—they’re protecting time to think.  This doesn’t mean long planning sessions in March. It means 30 minutes a week, blocked and protected.

One idea. One improvement. Written down.

Renew's first principle: make the firm your #1 client.If you wouldn’t cancel on your best client, don’t cancel on yourself. Renew firms don’t do more. They understand that revenue does NOT equal profit and that they must block time to work ON their firm.

4. Decide your pricing increase now—not in July

Firms that decide pricing increases during tax season execute them. Firms that wait until summer… don’t. That’s because the pain of tax season is acute. Emotion = Action.

Why? Because right now:

  • The work is visible
  • The value is obvious
  • The effort is undeniable

The data across Renew firms is clear: the average price increase in Year 1 is 22%. Average client attrition after those increases? 4%. The fear of losing clients by raising prices is statistically not supported…but it’s that fear that prevents many firms from raising prices, and ultimately falling behind. The firms doing it well aren't waiting until July. They're identifying clients and numbers now, while the emotion is at its highest.

The bottom line

A year later, the advice hasn’t changed.

But it’s clearer now what actually works:

  • Document what’s broken
  • Price with support
  • Protect strategic time
  • Decide while the season is still fresh

The firms that break the cycle aren’t doing anything radical. They’re just doing these things consistently.

Don’t wait until the pain fades. Write down the one thing you want to change.

That’s where it starts.

Want to see how your firm compares this tax season?

👉🏼 Take our Tax Season Assessment

Your responses will contribute anonymously to the 2026 Accounting Firm Benchmark Report—and once you submit, you’ll receive:

  • The Pricing Playbook
  • The 2025 Benchmark Report

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