Tardy Clients

[Christian]

Regular clients seem to be coming in much more slowly this season. Are any of you experiencing this ? Maybe it's all that freeeeeeeeeeeeee tax help out there.

[Lion EA]

No. My clients use to bury me about 22 February every year. This year, it was 12 February! I'm so backlogged.

[Lynn EA USTCP in Louisiana]

Here in NOLA tax season (at least at my office) always has a slow start.  My barometer is Mardi Gras - most folks start getting their stuff together after that.  Most of my clientele, though, have more complicated tax matters so tend to wait 'til all of their docs are 'final'.

[BulldogTom]

I am ahead of last year.   I thought I would have a slow start because of the 1 week delay in the IRS opening up efile this year, but it has actually been busier.   

Tom
Modesto, CA

[BLACK BART]

Slow start here.

[jasdlm]

My usual 'onslaught' is around the 13th of February, and it has definitely hit.  I have had years, though, where the whole dropoff parade seems to be delayed.

[Yardley CPA]

Overall...probably below what I would normally see at this point for my "regular clients"...definitely more new clients though.  So, I'm happy about that. 

[Catherine]

We see delays due to weather.  The steady inflow dries up completely the day before, of, and after a storm, as people are preparing, enduring, and digging out.  Drop-offs are a bit behind last year but if we check the spreadsheet you can clearly see the missing three-day chunks.  

[SaraEA]

Client appointments are as usual, or maybe a bit lighter.  Drop offs are down somewhat.  I think one culprit is the brokerages.  I have not seen a single consolidated 1099 from Wells Fargo, Schwab, TD, Fidelity, etc yet.  I thought they had to mail them by Feb 15, but some got extensions until the end of Feb.  Did they all get extra time this year?

[FDNY]

I don't know about extra time, but I have my own Vanguard and Fidelity 1099s.  I did get one TD about a week ago, but that's it.  I've done 68 returns so far on track for my usual 110 by the end of the month.  But surprisingly I've gotten none in the mail Tuesday after the long weekend. I would have expected at least a half dozen.

 

[SaraEA]

The brokerage 1099s where all the person had was interest or dividends have been out for a while.  Today I saw my first consolidated 1099s, which include stock sales etc.  I noticed that adviser fees are not reported on all of them, likely because they are no longer deductible.  Bet the advisors are happy about that.