Catherine Posted February 21, 2015 Report Share Posted February 21, 2015 I find it's more the complexity of the return than the size of the practice. I do fewer than 200 returns per year. Many of them, though, go to 75-100 pages with all the supporting schedules and worksheets. I also deal with folks with offshore accounts - and in some cases foreign businesses. It gets real hairy, real fast - and even when we think we've covered all bases in a drop-off interview that lasts two hours of going through minutiae, I end up stumbling across stuff we did not cover - and then the client has to go dig for more details while I pore over tax treaty nonsense. My new assistant, though, is doing really well at handling everything I throw at him. Next week he's getting the additional chore of doing Excel spreadsheets for me for charitable donations. I have clients who bring hand-written lists marked "incomplete" along with printouts of emailed receipts plus paper end of year receipts, and it all has to be cross-checked to make sure nothing is duplicated but everything is included. He gets the job! 2 Quote Link to comment Share on other sites More sharing options...
joanmcq Posted February 21, 2015 Report Share Posted February 21, 2015 I just had a new client come in that would be an EZ form except for 45K in medical. I told her about a week because when my brain can't handle any more foreign currency conversions or multi state allocations, I pull out a few returns that I know I can get done. Makes me feel better getting one off the desk. 3 Quote Link to comment Share on other sites More sharing options...
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