I'm feeling sluggish. I think knowing your productivity count might be the adrenaline boost I need.
Im at 609 accepted, 119 still in motion........Jims gotta be at 1100 by now!
@IRonMaN 🤣🤣🤣 that was hilarious Iron Man. But Jim really does do a lot of returns. He has a well organized system and I do give him credit. And he probably has really good clients that he has trained over the years for the most efficiency.
@PATAX I can say how many but I know then it will alleged that I have a staff of CPAs and not just me, but PATAX know it is just me. My clients are very well trained.. I have about 25 returns or so lined up in a day.. all scheduled.. the night before I call up each client on my computer.. answer all the check box questions about dependents, and other administrative aspects of preparing a return. I can get 20 % of the return completed before even seeing one document.
I schedule every half hour or 45 minutes if I know they have rentals or self employment income. Clients come in next day. all spaced out time wise perfectly. client comes in.. a brief hello and a welcome. they turn their tax folder over to me.. go through the docs in order of return.. W-2's, 1099s, SSAs.. etc.. then I double check all figures with my ten key, making sure all figures "tie out" to the program.. my clients watch this all on their own monitor.. so i explain as the return is being prepared.... no review at the end as the review takes place while return is being prepared.. print out.. they sign. gladly pay me.. i thank them. wish them well.. they leave very happy and if I timed it right my next client is walking in the door momentarily.
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