Skylane
Level 12
Level 12

I changed my model years ago. Practice is in NJ but I spend tax season in Fl. Clients still mail, portal, fedex, fax, drop off, their information. I have a staff to organize, scan, and put together paperwork, then print and distribute the returns. 
i haven’t had a meet and greet in years… probably 20% that I’ve never met. 

yesterday, I played golf in afternoon, but did returns after dinner… I don’t track %’s by returns, but the bank accounts keep growing….  

technology,  a shared spreadsheet, good IT guy, good staff, and GREAT wife make it manageable…  

If at first you don’t succeed…..find a workaround