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How Do You Protect Your Energy During Peak Deadlines or Tax Season?

  • 1.  How Do You Protect Your Energy During Peak Deadlines or Tax Season?

    Posted 11-10-2025 12:27 PM

    With the holidays coming up and tax season looming, I'm thinking a lot about how to keep my energy in check-and I'd love to hear what's working for you, too.

    We all know the pace can be relentless in this profession. If we aren't guarded, it can lead to long hours, urgent emails, client fires-it can add up fast. Over the past few years, I've tried building in a few non-negotiables that help me stay focused, present, and not totally wiped out:

    • Offline hours: I go completely offline from 5:30–7:30pm-no laptop, no phone. It's family time, and it helps me reset before wrapping up anything later in the evening.

    • No Sunday emails: I've drawn a hard line on this. Sunday is for rest and perspective-not catching up on email threads I'll forget by Monday anyway.

    • Block vacations early: I book my time off before the calendar fills up. Even long weekends make a difference if you treat them like real rest.  It also gives me something to look forward to.  Lately I've tried to insert one or two Saturdays off during tax season that can be my mid-point hurdles.

    • Don't overload Mondays: I keep the start of my week intentionally lighter to give myself breathing room coming off the weekend.

    But I'm always trying to do better in this area-especially with a busy season ahead.

    What boundaries, routines, or mindset shifts help you protect your energy during high-demand periods?
    Do you have habits that help you decompress-or systems that help you stay ahead before you burn out?

    Drop your tips, boundaries, or even lessons learned the hard way. Let's help each other show up as professionals and people during the months ahead!



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    Dalton Sweaney
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  • 2.  RE: How Do You Protect Your Energy During Peak Deadlines or Tax Season?

    Posted 11-13-2025 12:47 PM

    Thanks for the thoughtful suggestions, Dalton. This is an area I've had to grow in significantly over the past few years, and here are a few practices that have made a meaningful difference for me:

    1. Close the loop before signing off.
    In the past, I struggled to fully disconnect in the evenings or on weekends because my mind would keep circling back to a particular return, an unresolved client question, or a frustrating situation. That mental spillover kept me from truly resting-and often cost me sleep. Shifting to a "close the loop" mindset has been transformational. I now dedicate the last hour of each day during busy season to wrapping up loose ends: sending the challenging email, finishing the small but nagging task, or documenting next steps clearly. This allows my downtime to be genuinely restorative and helps me show up more focused, energized, and grounded for my team the next day.

    2. Limit email check-ins.

    I used to live in my inbox-constantly popping in between tasks and reviewing every new message as it came in. It completely fractured my focus and drained the mental energy I needed for high-level returns and complex projects. Now I limit email to designated windows: an hour in the morning, 30 minutes midday, and 30 minutes to an hour at the end of the day. My team knows that if something is urgent, they should reach me via Slack or stop by my office. These boundaries keep me more efficient and prevent me from spending too long on any single email.

    3. Schedule something fun before busy season begins.
    I make a point to build in a couple of energizing out-of-the-office breaks during busy season-concerts, sporting events, or anything that feels like a true mental reset. I book the tickets or reservations ahead of time as a commitment to myself, so I won't back out once things get hectic. I've never regretted leaving early on a Friday in March for something fun. Those 2–3 hours of stepping away always pay dividends in renewed energy, perspective, and positivity-for both my team and my family.


    Would love to hear what others are doing to protect their energy and stay grounded during the months ahead!



    ------------------------------
    Hailey Gomillion
    Manager
    GSA, LLP
    Claremont CA
    9096266462
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  • 3.  RE: How Do You Protect Your Energy During Peak Deadlines or Tax Season?

    Posted 11-13-2025 08:16 PM

    Thanks for sharing, Hailey! I think those are all great ideas and I really like your tips on email check ins and setting the last hour of your week to close out those loops on open ended items. I also really enjoyed Dalton's offline hours as I feel like I could use those to go to the gym or cook an actual dinner and not just pick at whatever is in my fridge! 

    1) Take advantage of the flexibility the profession provides us!

    One thing that I do to help manage my energy and stay grounded is flex my hours based on my energy levels. I'm usually not a morning person at all and don't usually hop on until 9:00 AM most days. I tend to get the most energy in the afternoon and evenings (prime example of why I am posting on here at 8:00 PM) so I just flex my time and usually run some errands around lunchtime. It's very doable with good communication skills and I am always available for my team to reach me via email, teams, or on my cell if there is anything urgent to address or if they have a quick question I can help answer! 

    2) Don't reschedule personal appointments

    I make it a rule not to reschedule personal appointments for meetings. It's too easy to do it when you have a meeting pop up and you choose to reschedule a dentist appointment because it's just a routine cleaning or an eye appointment for your annual check up. I always schedule my appointments earlier in the morning or later in the afternoon so I can't make the excuse that it is in the middle of the day. We have to put our health first!

    3) Get out and walk the dog everyday

    I always take a break at some point in the day (even if it is for 20 minutes) to take the dog for a walk. It holds me accountable and I can't say no to her when she's giving me those puppy dog eyes. It's also great because it gives me space to clear my mind and reset for the day and I can get some fresh air and work on my physical health! 

    Would love to hear what everyone else does as we head towards year-end! 



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    Lexi Weber
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  • 4.  RE: How Do You Protect Your Energy During Peak Deadlines or Tax Season?

    Posted 11-17-2025 02:35 PM

    Hailey, I love this - I would REALLY love to stop getting distracted by Teams and Email.  Did you find that people tried to ping you when you didn't answer email right away, or did people respect the boundaries?  Would love any tips - I've been trying to shift from multitasking to monotasking!



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    Reon Sines-Sheaff
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  • 5.  RE: How Do You Protect Your Energy During Peak Deadlines or Tax Season?

    Posted 11-17-2025 03:48 PM

    Hey Reon! 

    My team has been really supportive of this shift. We're a small office of eight people, so I'm always happy to pause and help when one of our team members is stuck or needs to talk something through so we can all keep moving forward on our responsibilities.  So they do still come to me with questions whenever it makes sense.

    What surprised me is how much this change has actually helped with setting boundaries with clients. I used to feel compelled to respond the moment a client email landed in my inbox, just so I could get the issue resolved. That meant I had almost no control over my day-my schedule, focus, and energy were essentially dictated by whoever emailed me next. I was constantly context-switching and far less effective as a result.

    Limiting my email check-ins has flipped that dynamic. Clients now fit into the boundaries I set, rather than the other way around-and I'm able to be much more mentally "on" during the windows I've designated for client communications. It's made me more present for my team, more efficient with my projects, and far less drained overall.

    I hope you're able to adapt some version of this to your own workflow - it's been a game changer for me!



    ------------------------------
    Hailey Gomillion
    Manager
    GSA, LLP
    Claremont CA
    ------------------------------



  • 6.  RE: How Do You Protect Your Energy During Peak Deadlines or Tax Season?

    Posted 11-17-2025 04:03 PM
    Edited by Reon Sines-Sheaff 11-17-2025 04:04 PM

    It's so funny, I was actually also just reading a thread in the Tax community about managing busy season interruptions (Advice needed on busy season hours | Tax - Individual & Small Business) and they'd said something similar about "It's your schedule, not everyone else's."  I LOVE this idea of flipping the dynamic (I had 3 people call today on Teams spur of the moment, so I'm in full research mode now).  I'll report back in a few weeks :)

    @Dalton Sweaney - love this topic!



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    Reon Sines-Sheaff
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  • 7.  RE: How Do You Protect Your Energy During Peak Deadlines or Tax Season?

    Posted 11-14-2025 02:08 PM

    I love reading all these great tips. For me:

    1- I block off time each day to take a 30 min walk during work hours. 

    2- I block off time large chunks of time every other day to focus and not have meetings.

    3- At the end of the week, the last thing I do is set my work plans for the next week.

    4- I do the NY Times Wordle, Connections and Pips every afternoon :)



    ------------------------------
    Minh Graham, CPA
    Associate Director - Member Value, Growth & Engagement
    AICPA
    aicpa-cima.com/memberhub
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  • 8.  RE: How Do You Protect Your Energy During Peak Deadlines or Tax Season?

    Posted 11-17-2025 02:36 PM

    Love this!  I get a text once a day with an emoji of the sun reminding me to step outside.  I still forget some days, but when I do, it improves the day tremendously!



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    Reon Sines-Sheaff
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  • 9.  RE: How Do You Protect Your Energy During Peak Deadlines or Tax Season?

    Posted 11-20-2025 07:28 AM

    Something that really helps me protect my energy, not just during busy seasons, is to come into the office early. Once I stepped into a more supervisory role, I found it important to block off time where I can just focus on my own tasks. I recognize that I'm way more productive in the morning and combining that with no distractions -- no emails, no questions -- really gets my day started in a positive way. This has honestly been a game-changer for me. 



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    Meghan Custer
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  • 10.  RE: How Do You Protect Your Energy During Peak Deadlines or Tax Season?

    Posted 11-20-2025 08:51 AM

    Energy management is so important! I am the complete opposite and get a boost of energy and productivity around 8:00 PM each night and will hop on from home to work where it's quiet with no distractions. Thanks for sharing Meghan! 



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    Lexi Weber
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