OMG! this week has been crazy with previous clients turned DIYer looking for help. Haven't seen them for 6,8,10 years but sure why wouldn't I want to take on another return less than a week before the deadline. It's not like I'm doing anything.
Going to resort to locking door and only will open with a secret knock.
We have a client whose son decided to do his own returns this year. Turns out he files incorrectly, completely misses a state filing and has to amend 2 state returns. Wanted us to fix now--told father this is an after tax season return. Amateurs!
I've thought about ending charges for return preparation and going to a Netflix model allowing clients to pay a monthly subscription fee, based on their history of return complexity. If you haven't been a subscriber for at least a year, don't call or come by. If you let your subscription lapse, you can always start up again by paying for the lost months.
I include in my voice mail and yearly letter to client that any documents arriving after a specific date will not be filed prior to the deadline and that no new clients will be accepted after that date.
If you have a storefront post a large notice on the door and inside your office with the information.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.