At one of the "Gear-Up" Seminars, the instructor was from California. He said he was finally getting to the "perfect" practice. He spent all tax season in Lake Tahoe at his condo, all returns were dropped off at his office in LA, and other employee's scanned in the info, and inputted the returns, then he reviewed them. He wanted 1,000 like this, and he charged a very large fee.
To each his own.
If you turn your tax practice into a commodity, then your clients will treat it that way as well. I was just at one of the spin-off's from "Gear-Up", Bob Jennings seminar, and he said to raise your fees 30% and clear out the chaff. That will get rid of the commodity returns, the ones that have revenue but are not helping you in the long run. If I meet with someone for half an hour, and I get $250 for that return, and I meet with someone else, for half an hour, and get $500 for that return, why am I meeting with the one for $250?
My idea for 2017 is this, as I am doing all my tax season planning, you pay more to meet with me. If you want to drop off the return, the starting rate is $280. If you want to meet with me, the rate starts at $375. If you want to meet with the CPA exam qualified person on my staff, you can meet with them for $300. Or some combination of fees that make sense for what I have traditionally charged them in the past, and what rate I want to charge them in the future.
In my new office? I can not see who comes into the office. They do not walk by my front door anymore. It cuts down on the "drop-in's" considerably.
Rich