Getting Organized for Tax Season

3.63 (38 votes)

Getting Organized for the Tax Season will examine issues that can be taken care of at differing times in the readiness process to make the start of a year and the initial work with the client a smoother event. Consider this to be a think session. Did I do these things? Am I ready to start the season and meet clients? Are there ideas I can adopt that will make the best use of my time?

*This course is practice management. As such, it does not qualify for IRS CE and will not be reported to IRS or appear in your PTIN record. It does count for CE towards your NAEA renewal.


Mary R. Mellem, EA
Partner, Ashwaubenon Tax Professionals

Mary is a Tax Professional from Green Bay WI who has been in the tax business for 33 years. She and her husband David operate Ashwaubenon Tax Professionals. In addition to servicing 1,200 tax and accounting clients during the year, their business includes tax consulting for other tax professionals as well as teaching tax seminars around the country. The year 2016 will be Mary's 26th year of teaching tax programs throughout the country.

Prior to working full-time at Ashwaubenon Tax Professionals, Mary was a member of the staff of the National Association of Tax Professionals for 13 1/2 years. While on staff she was involved in writing and teaching seminars throughout the country in all aspects of the tax field from individual issues to entity issues. Her experience with NATP also included service as part of the research department.

Mary received a Bachelors Degree in Secondary Education from the University of Wisconsin in the field of Mathematics and Economics.

In 1990 she earned the Enrolled Agent designation. She is a member of NATP and NAEA and an NTPI Fellow. Mary has written the Client Newsletters for the NAEA Journal for several years, served on the Public Relations Committee, and is currently a member of the NAEA Education Foundation. Mary has also been a guest on the Larry Meiller Show on Wisconsin Public Radio several times the past two tax season to answer call in questions from the listening audience.