jklcpa Posted November 18, 2013 Report Share Posted November 18, 2013 I just had someone message me to set up and appointment for mid-March. That's a first for me, to have someone schedule before year-end. Quote Link to comment Share on other sites More sharing options...
Tax Prep by Deb Posted November 18, 2013 Report Share Posted November 18, 2013 Had my first one two months ago for mid march. Quote Link to comment Share on other sites More sharing options...
Guest Taxed Posted November 18, 2013 Report Share Posted November 18, 2013 I think I beat you. I have half a dozen little old ladies who book their next appointment a year in advance. i love it. It is like getting the next hair appointment Quote Link to comment Share on other sites More sharing options...
JohnH Posted November 18, 2013 Report Share Posted November 18, 2013 I've scheduled about 5 for somebody else. I sent each of them an email notifying them that I'll have to file an extension if they want their return done by me next year - they all declined. Quote Link to comment Share on other sites More sharing options...
WITAXLADY Posted November 18, 2013 Report Share Posted November 18, 2013 I had my first extension today! Quote Link to comment Share on other sites More sharing options...
mcb39 Posted November 18, 2013 Report Share Posted November 18, 2013 Clients who are leaving for either Tx or Az are bring in their info and setting their slots for early April when they return. Intermittent info will be handled by mail. Quote Link to comment Share on other sites More sharing options...
Guest Taxed Posted November 18, 2013 Report Share Posted November 18, 2013 I have a few clients who are snow birds. They will leave for warmer states (FL, AZ) right after Thanksgiving and I will not see them again until April or May next year. I have one lady who books her appointment for 4/15 each year without fail. Quote Link to comment Share on other sites More sharing options...
MsTabbyKats Posted November 18, 2013 Report Share Posted November 18, 2013 No appointments yet (most of my work isn't face to face anyway) but one man already paid me. 2 Quote Link to comment Share on other sites More sharing options...
JohnH Posted November 18, 2013 Report Share Posted November 18, 2013 Now THAT'S what I call a good collections policy. 2 Quote Link to comment Share on other sites More sharing options...
Guest Taxed Posted November 19, 2013 Report Share Posted November 19, 2013 No appointments yet (most of my work isn't face to face anyway) but one man already paid me. How can I get client's like that who pay a year in advance! I want a few like that instead of me chasing them for a year to get paid. This man must really like his tax preparer. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted November 19, 2013 Report Share Posted November 19, 2013 Might consider doing what I did years back. I picked out a few good clients and offered them a special deal, if they paid me by Nov 30, they could not only speed up the deduction, they could lock in last year's price [for the couple that I knew were going to have a more complex return that year] or get a small discount [for the others]. Ended up with 6 regulars that paid each year in Nov, which used to be my slowest month. 1 Quote Link to comment Share on other sites More sharing options...
Guest Taxed Posted November 19, 2013 Report Share Posted November 19, 2013 Most of my 1040 sch A clients can't get over the 2% threshold to actually deduct the tax prep fees. May be I should increase them?? But I like the idea of a discount to lock the price. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted November 19, 2013 Report Share Posted November 19, 2013 All those were Sch C, Sch F or LLC + 1040. Never even considered it for a Sch A. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.