Does your book fit the year?
Use this free tax firm capacity calculator to see whether your workload fits the year. It is designed for CPA, Enrolled Agent (EA), and other tax firm owners. Tax prep has to fit before each return's deadline. Everything else runs all year. This check tests each deadline, each part of the year, and the year as a whole, so a full-year total can't hide an overloaded spring and summer.
Time each type of work honestly. Look at the numbers before touching a single fee.
January counts as post-Oct 15. Most returns can't be prepared until documents arrive, so it belongs with the months that are open for other work.
Tax return prep
Each return type must be done by its due date. Defaults are federal extended deadlines for calendar-year filers; change them for state or fiscal-year returns.
Recurring work, all year
Bookkeeping, payroll, sales tax, payroll tax filings, estimates, 1099s. Enter hours each time the work is done; the frequency spreads it across both periods.
One-time projects
Choose when each project happens. "Wherever there's room" fills post-Oct 15 first.
Your team
Everyone who does client work, including you. Set each person's available time, then enter the returns, recurring clients, and projects assigned to them. The calculator figures out where the work fits.
Plan your 2027 working year
One calendar for each person on your team, built from the capacity check. Pick a name to see their calendar. Each day shows a bar of that person's working hours: tax prep, recurring work, projects, admin, CPE, and time on the business. Click a day to mark it off (a holiday, vacation, or day out) or to add it back, and the work spreads over the days that are left. Your plan saves in this browser.
Get the documents when your plan needs them
This calendar shows when you'll do the work. SchedulEase handles the other half: clients pick a date to deliver their tax documents, so returns come in spread across the year, not all at once.
See how SchedulEase works →Want help deciding what the numbers mean?
If a deadline or period doesn't fit, the fix is usually some mix of moving work, releasing clients, and repricing, in that order. I can help you work through it.
Talk to me about your firm