Skip to content

From Burnout to Balance

Marquita Miller Joshua, EA, CSP Owner, Five Star Tax & Business Solutions

This session was part of Taxposium 2026.
Next up: Boston, June 21-23, 2027,
because there’s no taxation without education.

Burnout, client pressure and staffing gaps are draining tax pros. This bold session delivers real talk and real tools to reset expectations, reclaim time and build a firm that runs with purpose, not panic.

Objectives

Upon completion of this session, you will be able to:

  • Identify the key contributors to professional burnout and seasonal fatigue in tax practices, and how to proactively address them
  • Develop practical strategies to set and manage client expectations without compromising service quality or team well-being
  • Learn methods for attracting, training and retaining qualified team members to support long-term firm sustainability
  • Create a personalized action plan to transition from reactive operations to a purposeful, growth-focused practice model

CPE

Governing body CPE credits Designation Field of study
IRS 0 AFSP N/A
IRS 0 EA N/A
NASBA 1 CPA Professional Development
CTEC 0 CRTP N/A
CFP Board 0 CFP® N/A

Details

Duration: 50 minutes
Course level: Overview
Prerequisite: N/A
Advanced preparation: None
Delivery method: Group Live