1 min readA Productive Dialogue: Corrective Feedback
by Susan Stutzel | February 17, 2025 | Business, Leadership, Performance
So the next time you consider avoiding the opportunity to provide feedback and make those tax return changes yourself, remember, your staff want to receive feedback. It could go something like this:
Justin: Hey Alex, I’ve got your review notes from the tax return. I noticed a couple of areas that need adjustments. Is now a good time to discuss them?
Alex: Ok, sure.
Justin: First, you entered the charitable donations under “Miscellaneous Deductions” instead of “Itemized Deductions.” It belongs in the latter because it qualifies for itemization, which helps in getting a more accurate deduction amount.
Alex: Oh, I see.
Justin: In addition, you entered the expenses for office supplies under “Capital Expenditures.” They should be listed under “Operating Expenses” since they’re regular expenses incurred for the business’s daily operations.
Alex: Ok, anything else?
Justin: Remember, it’s all about ensuring the right information goes into the right place to make our reports accurate and compliant. Keep up the good work on submitting your engagements on time! If you have any more questions or need further clarification, just let me know.
This dialogue underscores the importance of providing clear, actionable, corrective feedback. It is important to be clear about what should be done differently. Our brains can only DO something, it can’t NOT do something. By focusing on what needs to be done and explaining why, staff members like Alex can learn and improve, leading to more accurate and efficient work. Continue to balance correction with positive reinforcement. What gets recognized, gets repeated.
Remember, these skills are drawn from our Delivering Effective Feedback course, which equips managers with the tools they need to lead and communicate more successfully.
Read Related Blogs:
Leaders Need Managers
For the last thirty years, organizations have placed increasing attention on developing leaders. Leadership is visible and celebrated - creating vision, shaping strategy, and inspiring others. These are critical elements of any successful organization. However,...
Are You Moving Forward – or Just Moving?
As CPAs, we’re always moving. During busy season, we’re moving toward the next deadline. The next return. The next client request that lands in our inbox. Outside of tax season, we’re moving toward the next engagement, the next meeting, the next initiative. Movement...
Leaders Make Purpose Unmistakable
Effective leaders consistently talk about their firm’s vision, its cultural values, and the meaningful work being done. Why does this matter? People commit deeply to their work only when they can connect it to what matters most to them personally. The firm’s success...

