Last "Official" Appointment

Forum|Forum|4 years ago
March 26, 2022
3 replies
12 views

Just had my last "official" appointment of tax season. In theory I'm not accepting any more returns (yeah, like that will happen) as of the last Saturday in March. Now three weeks to work on the zillions of returns piled up.

ProSeries Professional

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PATAX

Level 12

In theory I am not taking new clients either. But a guy stopped over a few days ago whose wife just died from cancer and he has it too. So I agreed to do the return. Sometimes you have to be a little compassionate.

IRonMaN

Level 15

I stopped accepting returns on February 30th but they keep coming, and coming. Once upon a time, we would get dumped on every Monday and as the week went on the the numbers would decrease. Lately the day of the week doesn't matter, the deluge just continues all week long.

Slava Ukraini!

taxiowa

Level 8

It has been a weird year. It was late start because I told them to wait for letters for stimulus and advance CTC. Then it started building and never stops. 1 local preparer quit this year and another is way behind. She is still working on 2020 taxes. New guy tried to come here but we said we need 2020 copy and he said it will be April 1st until she gets it done.

The good thing is I can be really selective. For instance we ask who referred you not to give the present client a discount but to find out if we trust and want the referral. I think I will have the same number as last year about the middle of next week, but I still keep taking appointments and drop offs. I don't know what the rest of you besides IRMN are thinking but I don't like to work in the summer or fall.

Taxprohere

Level 7

My backlog is now 3.5 weeks, I have an excel spreadsheet that generates the projected 'promise' date which I have to adjust as time goes on. Looking at my in-office appts and remote work, think I'm calling it too! Extensions for any clients contacting me from tomorrow onward.

F

Frustrated-in-IL

Level 8

Seriously, how do you do that? I would really like to know. Do you just say you are putting them on extension? Or do you say "go elsewhere this year"? Do you have your clients trained to get the stuff in by now? If so, how did you do that?

I'll have people calling on and expecting to see me on the last weekend. It is so aggravating!

When I was younger, I got pissed any year the deadline was April 16th or 17th because of a weekend. Now, I really wish they would extend this year until May 15th.

G

garman22

Intuit Community Champion

Im still accepting appointments until the 8th and then its drop offs only. I've accepted a couple new ones.....I must be mental.

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