JimTaxes
-
Posts
180 -
Joined
-
Last visited
-
Days Won
4
-
My clients are very well trained.. I have about 25 returns or so lined up in a day.. all scheduled.. the night before I call up each client on my computer.. answer all the check box questions about dependents, and other administrative aspects of preparing a return. I can get 20 % of the return completed before even seeing one document. I schedule every half hour or 45 minutes if I know they have rentals or self employment income. Clients come in next day. all spaced out time wise perfectly. client comes in.. a brief hello and a welcome. they turn their tax folder over to me.. go through the docs in order of return.. W-2's, 1099s, SSAs.. etc.. then I double check all figures with my ten key, making sure all figures "tie out" to the program.. my clients watch this all on their own monitor.. so i explain as the return is being prepared.... no review at the end as the review takes place while return is being prepared.. print out.. they sign. gladly pay me.. i thank them. wish them well.. they leave very happy and if I timed it right my next client is walking in the door momentarily.
-
can barely talk to anyone now
-
Yes. I have multiple payroll clients on Medlin
-
Medlin
-
I tried to use the IRIS system.. could not even get in the system. I use efilemyforms.com which is so user friendly
-
Our friend, Medlin's payroll program
-
yep.. shareware
-
more than hints I noticed
-
You have a lot to offer from what I have read. I use your payroll program, have been for 30 years.. great program and you have great insight.
-
I found this: PTIN Information Line at 877-613-7846
-
yes... record year last year... 15-35 minutes typical return. in and out. one appt.. no dropping off or emailing me docs
-
Client comes in.. by appt.. they bring their docs.. I prepare the returns.. they follow along on their own screen.. print out, signed, efiled.. i give them their docs back and their copy.. desk ready for next client!
-
my set up.. two monitors for me and one for my clients to follow along
-
whole thread just came up on this topic this week.. here is the link:
