The Q2 Mistake That Costs Tax Firms $200K Every Year (And the 4-Step Fix)

 


After April 15th, most tax firms hit pause. Returns get pushed to extension, the team exhales, and revenue flatlines for three months. David A. Perez calls this the most expensive habit in the industry, and he made it himself for 12 years before rebuilding his Q2 and going from 7 to 8 figures. In this video, he walks through the same 4-step framework he's taught to 1,200+ tax firm owners to turn May, June, and July into the highest revenue quarter of the year, including how to pull Q3 and Q4 revenue forward and the bonus structure that gets the team to execute.

One firm David works with had 400 returns on extension at $500 each. That's $200,000 voluntarily shifted six months into the future, every single year. If that sounds familiar, watch the full framework before your next slow season starts.

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