dascpa
Level 12
02-10-2024
01:48 PM
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I've gotten 9% of my individuals in so far. Very slow. Has allowed me to get ahead on businesses. Every year I cut-off all appointments as of the last Sunday in March. I also will not accept start any new returns after that date (at least I try not to) except for ones that came in prior that I haven't gotten to. I got tired of everyone trying to meet with me, drop off, portal upload, fax, etc. on April 10th and later. It's a Pavlov's Dog Training. Most clients conform. I'll accept missing data, but just enforce the no new returns. Portal uploads are now approaching 50%.