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extensions?


TAXMAN

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We were talking in the office today about how we would prepare unnecessary Sch As for clients who came in earlier just to show them how the new tax laws changed their situation.  This past week or two that extra step is no longer taken.  Those early clients also got our time and empathy when they owed unexpected amounts.  Today we are thinking of putting another number on the phone menu, "If you owe, press 8," where they can hear a recording of the same explanation we have given to hundreds of clients this year (why keep repeating ourselves?).  We will have at least 200 on extension, many of whom will call this weekend.  (Why bother, we should just copy last year's extension list.) I had a few drop-offs TODAY, one of whom left a note that all her docs weren't there but she'd get them to me soon.  Like I have nothing to do but work on her incomplete return.  I feel especially bad for our poor receptionist who is handling a million calls a day and an endless stream of clients picking up and dropping off that last (maybe) document.  It won't be long before we can all have some food and sleep.

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It's always fascinating to see how some people think dropping off incomplete information somehow gets things started. They're the same ones who call a few days later to ask "How's it coming?", assuming you've entered their partial info, have a progress report available, and are just sitting there waiting for the rest of their info.  The next best are the ones who call, text, or email to let you know they're getting their info together and will be back in touch soon to drop everything off.  I think some of them assume the "I'm working on it" call establish their place in line.  I dealt with these folks a long time ago.  If it can't be completed on the first pass (for any reason), extension gets filed.  Some will still get completed before Apr 15, as I circle back,  but nothing is guaranteed. 

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40 minutes ago, JohnH said:

Should your reply simply be "Amen".  ? 🙏

The kind of client that responds, "Ok checking," because she thinks I'm sitting here waiting on her to update me on her progress should get a response like that.  Yes.   😂 

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