Free Working Session

25% Faster, Zero New Hires: The Real Fixes Before Oct 15

A post-deadline working session with Martin D. Eisenstein and Tracey Ann Gordineer on the real bottlenecks tax teams hit this extension season, and the specific fixes that close the gap before the next deadline.

Tuesday, September 22, 2026 12:00 PM ET Live & Free

Takes 30 seconds.

20–25%
Reduction in return processing time
25%
Less review effort and rework
+1
Extra return per preparer, per day
0
New hires needed to get there
What You'll Learn

Four fixes, straight from this extension season

Not theory. These are the actual process changes implemented across real tax teams this year.

1

The workpaper chaos of Sept 15

Why manual document organization was the first bottleneck, and the standardized fix that recovers 45–60 minutes per return before October hits.

2

Where the handoffs broke down

The reviewer-led open items redesign that directly targets the communication delays tax teams hit hardest during extension season.

3

The 25% you can recover before Oct 15

The standardized review checklist that cuts rework and review time, without adding a single hire at the last minute.

4

What the deadline rush costs you that you don't see

Tracey's perspective: even while racing toward October, what's lost in the client relationship when a firm optimizes for process alone.

Your Hosts

Led by two practitioners who've lived this

Martin D. Eisenstein

Martin D. Eisenstein, Esq.
Attorney & CPA

Martin D. Eisenstein, Attorney and CPA, provides a full range of legal and accounting services to his clients. With over 30 years of expertise in tax, real estate, corporate formation, corporate governance, and contract law, Mr. Eisenstein's expertise and knowledge are an important resource to the firm. He specializes in working with clients and families who operate businesses from startup to Fortune 500 level.

Tracey Ann Gordineer

Tracey Ann Gordineer, EA
Enrolled Agent, CFP

Tracey has a decade of experience in the financial industry. An IRS Enrolled Agent and Certified Financial Planner, she has completed the three-year National Tax Practice Institute Fellowship. Tracey works closely with business owners on tax, accounting, and investment strategy, bringing a deep understanding of how wealth, behavior, and client relationships intersect.

Beyond the fix: what comes next

Firms that combine tax efficiency with wealth planning see a 2–5x revenue lift per client

This session focuses on the process fixes. If you want to see how those same firms are also growing revenue per client, stick around for the last 10 minutes.