It’s the question we get more than you’d think.

Around April 15, as clients trickle in to sign e-file authorizations, someone always leans in and asks:
“So... now that tax season’s over, what do you guys even do?”

The quick answer?
“Well, tomorrow’s like a holiday for us. Our office is always closed the day after the big deadline. And then the next day—we’re back to work.”

Sure, the idea of lounging poolside with umbrella drinks sounds tempting (and hey, we have earned that). But the truth is, life after tax season is far from idle. In fact, it’s one of the most strategic—and valuable—times of the year for both us and our clients.

Let’s break it down.

The Season of Strategy

From January 1 to April 15, we’re deep in the trenches—filing returns, answering last-minute questions, and racing the clock. But once that sprint is over, we shift into a season that’s less about reaction and more about proactive planning.

This is when we dig in. We check in. We think long-term. And we help our clients position themselves for the year ahead.

We’re Sharpening Our Edge

First, continuing education takes the front seat. CPAs are required to complete 40 hours of CE annually, and the summer months are prime time for us to update our knowledge and dive into new regulations and strategies. Because when we’re advising clients, we don’t guess—we know.

The Work Doesn’t Stop, It Shifts

Many people don’t realize just how many tax returns are due after April 15. Private foundations have May 15 deadlines. Fiscal-year entities have different clocks entirely. And of course, there are always the extended returns still waiting patiently in the queue. The forms may change, but the work continues.

Planning: The Secret Weapon

If you want to legally pay the least amount of tax possible (and let’s be honest, who doesn’t?), this is the time to plan. Summer and fall are ideal for income tax strategy—not panic. We help clients project income, adjust withholding, calculate estimated payments, explore deductions, and make moves while there’s still time to influence the outcome. Planning now means peace of mind later.

Advisory: More Than Taxes

We’re not just here for forms and filings. During the off-season, we’re helping clients make business decisions, evaluate equipment purchases, think through lease vs. buy scenarios, plan for succession, and even talk through retirement. If it affects your bottom line, we want to help you think it through strategically.

We Keep You Compliant, Too

Some of our clients need to file with state agencies like the Alabama Department of Transportation or the General Contractors Board. We guide those filings too—because compliance isn’t seasonal.

Practicing What We Preach

While we’re helping clients build strategy, we’re doing the same internally. Our team uses this window to review our goals, align our processes, and sharpen how we serve. This isn’t downtime—it’s development time.

And Yes... We Take a Breather

After months of working weekends and living off caffeine, we do take time to rest and recharge. Summer and late fall are when many of us take a real vacation. Trust us—it’s necessary. A rested CPA is a strategic CPA.

This Is the Time to Talk

So, while it might seem like we’re coasting post-April, we’re actually gearing up to help our clients succeed year-round. And here’s the real kicker:

If you’re thinking about tax planning, retirement moves, or business strategy... now is exactly when you should reach out. Waiting until next spring? That’s too late.

You’ve got time. We’ve got time. And together, we can make smart decisions that set you up for success—well before the next tax deadline.

Let’s talk strategy before things get busy again.