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My individuals are now running 15% meeting, 15% drop off (all unannounced), 60% portal, 10% mail, fax, email and phone pics.
You can control your day with meetings. You cannot control all the other. It could be -0- or 20 in a day (yes Jim we know that's a slow day).
The portal is a pain. 6,000 files, front and back, stuff I don't need. Like the 1,000 page home purchase documents. Then you have the portal upload of a file, tomorrow, the next day, etc. When are you done uploading?
I used to track the number of clients who had "everything" in one fell swoop. It was less than 10%. The start-stop-start-stop clearly adds complexity.
I'm in a higher income area so everyone has many investment 1099's, rental properties, multiple states, foreign income, etc. I would love a practice of 10,000 kids returns with one W-2.