Jim-from-Ohio
Level 12
Level 12

easy.. night before i review my roster for the next day.. fill out the silly check boxes and administration aspects of a client.. 20% of return done before they even get here. (already booked through 04.15.26 with add't 250 on extension and growing)  I have my 20% pre-meeting check boxes done through 04.04.26 as of today. but I dirgress.. 

client comes out.. on time.. never late I hope. i greet them.. never really ask how they are as that can open up a conversation.. takes valuable time. I may say welcome.. let's see what you have this year. they hand me their folder with their docs.. i sort them in order if input. w-2, interst, dividends, self employment, rentals, capital gains.. itemized deductions.. they follow along on their dedicated screen.. when i am done with the input, i use by ten-key to verify all my input if multiple w-2s, etc.. 

i am doing some returns in 10 minutes this method. i still book every half hour for the most part in case someone is late, which is very rare.. i print out return. client signs.. i thank them.. help them out and ready for the next one