Navigating the 2026 Tax Season: Key Insights on Client Inquiries and Capacity Issues

The Tax Season Dilemma: Navigating New Laws and Client Expectations

As the 2026 tax season unfolds, accountants are facing a unique set of challenges heightened by the implementation of new tax laws and an uptick in client inquiries. The One Big Beautiful Bill Act (OBBBA) has introduced significant changes, making it necessary for tax preparers to adapt quickly. At the forefront of this situation is Sandra Johnson, CEO of Johnson CPA in Bellmore, New York, who noted that this season feels reminiscent of the tumultuous days following the Tax Cuts and Jobs Act (TCJA) eight years ago. Her firm, like many others, encounters increasing frustration fueled by delayed software updates necessary for processing complex returns.

Understanding Client Questions: More Knowledge in Demand

As we advance into tax season, preparers have reported a surge in clients reaching out earlier with questions regarding the OBBBA. Neil Fishman, from Fishman Associates CPAs in Florida, highlighted the impact of recent legislation on common inquiries, such as the tax credit for seniors and changes related to tips and overtime. Despite proactive communication strategies, including mailings and webinars, many preparers still find themselves addressing outdated or incorrect information circulating among clients.

For example, Fishman revealed, “We hear from clients asking about a new tax on Social Security, which is not part of the current legislation.” This misconception underscores the necessity for consistent education on tax changes. Preparers are not just responding to concerns about refunds or how much clients owe; they are diving into the nuances of new deductions and credits that directly affect their clients' financial situations.

The Shift in Client Dynamics: From Compliance to Solutions

In an encouraging twist, many preparers have noticed a shift in client behavior. Clients are arriving at appointments eager to discuss their broader financial concerns rather than solely focusing on tax preparation. Andrea Parness, owner of A. Parness Company CPA, noted, “People want to be heard. They care about past issues and are looking for solutions, not just a completed tax return.” This transformation reflects a deeper understanding of taxes as part of a larger financial strategy, suggesting that taxpayers are becoming more engaged in their financial planning.

Addressing Capacity Constraints: A Growing Challenge

However, the increase in client inquiries brings an additional challenge: capacity. Many firms are already feeling the pressure from a growing client base without the necessary staffing to manage the workload. Mankowski from Mankowski Associates CPA highlighted the traditional seasonal workload compression, echoing similar concerns of limited capacity voiced by Parness and Johnson.

Some firms have taken steps to mitigate these concerns. While Parness has opted not to take on new clients unless referred by existing ones, Johnson aimed to hire temporary help but experienced disappointments with unqualified candidates. She noted how the labor market for qualified tax preparers has shifted significantly since the pandemic, making recruitment increasingly difficult. “I used to have applicants knocking on my door; now I search for qualified preparers,” Johnson shared.

The Importance of Effective Communication: Building Trust with Clients

Effective communication during tax seasons is crucial not only for addressing client inquiries but also for building trust and managing expectations. Preparers like Fishman and Parness actively engage in outreach efforts to provide timely updates regarding the latest tax laws and any changes in processing. Mankowski’s report on the federal mail processing changes is a practical reminder of the importance of keeping clients informed about external factors that may affect their filings.

The 2026 tax season is demonstrating that with every change in legislation comes a new wave of questions and concerns from taxpayers. As accountants adapt and innovate in their communication strategies, these professionals are not just preparing tax documents; they are serving as strategic advisors in relief of economic worry.