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From Burnout to Balance

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

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

Don’t miss out on rock-solid learning!