Learn How to Take Vacation Time

If you are a self-employed tax professional or own a small tax preparation firm, the holidays can present special challenges. After all, if you decide to take time off over the holidays, there may not be anyone to hold down the fort while you are gone. Further, the work you left behind isn’t going to magically get done while you are away. Even if you have a small staff to keep the doors open, your absence is going to be noticed.

Unfortunately, faced with these facts, many self-employed professionals or small business owners decide it isn’t worth the hassle to take time off around the holidays. As one of the busiest times of the year – especially for tax professionals – sometimes it just seems easier to keep working rather than taking time off. If you are feeling this way, you may want to reconsider your decision.

The ideal situation is always to be ahead of the game, right? Of course, that sounds much easier than it really is because sometimes it’s not your fault that you’re working right up to the deadline. Maybe it’s your client who was supposed to get you all the information 10 days ago but instead waits until the day before Thanksgiving. Those moments (and clients!) can sometimes be pretty tough to accept.

As another holiday season is upon us, it’s good to start planning now so we can take some time off later in the month of December. Let your customers know today that your last day will be December 22, and you need all their information by December 14. Give them a deadline. If you say things like, “Feel free to get it to me anytime this month”, the client will hear, “December 31st right before you go home works great.” Be firm. Most clients will work with you to meet the deadline.

And don’t forget to keep us in mind. We can help – especially when it comes to the day-to-day work that you shouldn’t have to do. At Nexus United, we understand that working hard all day, every day, can take its toll. We also understand that everyone needs time off because while it might not seem like it at the time, such breaks allow you to be more focused and productive in the long run. This is especially true during the holiday season so you can spend more time with friends and family.


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