Level 12
03-20-2026
08:19 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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