From Burnout to Balance
Marquita Miller Joshua, EA, CSP
Owner, Five Star Tax & Business Solutions
1 CPE for CPA
Overview
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