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Jim-from-Ohio
Intuit Community Champion
March 23, 2022
Question

Half hour

  • March 23, 2022
  • 2 replies
  • 35 views

As we have gotten closer to deadline I shorted my bookings from every 45 minutes to ever half hour.. last client came in.. on time.. not early.. not late.. thought. no problem.. retirees, SS income, some investment income, 1099-R's. no problem for half hour.. then they pull out three sets of returns.. their adult children.. W-2s, 1099 DIVs.. I was still able to get them all done in a half hour but when they pulled out three returns I was oh boy.. how can I get these done in a half hour, but I did.. now next client was due at 4:30and it is 4:30 now, almost 4:31.. my system needs people on time. 

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2 replies

Level 10
March 23, 2022

This is why I don't do returns with the clients in the room.

 

No way in Heck do I want clients to know I can do 4 returns in a half an hour at a couple of hundred a pop.

IRonMaN
Level 15
March 23, 2022

I don't do it because having a client blabbing at you  steady while you are trying to do a return just means a bigger likelihood of making mistakes.

Slava Ukraini!
Jim-from-Ohio
Intuit Community Champion
March 23, 2022

understood about the gabbing.. I think my clients follow my lead.. very little conversation out of tax talk.. I may say hi, welcome.. nice to see you.. and then I say, let's see what you have going on this year.

dkh
Level 15
March 23, 2022

half hour - signed sealed delivered?   Or half hour you've done the return and staff does the copies and assembly ?

Jim-from-Ohio
Intuit Community Champion
March 23, 2022

my staff is just me.. all in a half hour 

dkh
Level 15
March 23, 2022

well...boy do I feel inadequate