Janitor Bob Posted January 15, 2011 Report Posted January 15, 2011 First client of the season called to get appointment for tomorrow. He was a past client that went elsewhere last season because I did not get him a large enough refund the year before. He told me today that where he went last year....I think he said H & R Scmuck...they charged him three times as much and did no better and could not increase his refund that I got him the prior year....So he came back. So how much should I increase his fee this year? He is single with one child and one job (EIC) Quote
JohnH Posted January 15, 2011 Report Posted January 15, 2011 I'd probably charge him the same this year as I would have charged him if he had come back last year - just the normal annual increase for a continuing client. Quote
Eli Posted January 15, 2011 Report Posted January 15, 2011 First client of the season called to get appointment for tomorrow. He was a past client that went elsewhere last season because I did not get him a large enough refund the year before. He told me today that where he went last year....I think he said H & R Scmuck...they charged him three times as much and did no better and could not increase his refund that I got him the prior year....So he came back. So how much should I increase his fee this year? He is single with one child and one job (EIC) You may not be able to efile. The EIC Form is not ready to be efiled. I have a couple pending. Eli Quote
Eli Posted January 15, 2011 Report Posted January 15, 2011 You may not be able to efile. The EIC Form is not ready to be efiled. I have a couple pending. Eli Disregard this! It's now available!!:-) Eli Quote
Janitor Bob Posted January 15, 2011 Author Report Posted January 15, 2011 You may not be able to efile. The EIC Form is not ready to be efiled. I have a couple pending. Eli When I look at the client's return rolled over that includes EIC, it appears to be ready to E-file. Maybe EIC was updated today? Quote
rfassett Posted January 15, 2011 Report Posted January 15, 2011 I would double your prior fee and adjust for whatever annual fee increase you would normally have. That way you both win. Quote
mcb39 Posted January 15, 2011 Report Posted January 15, 2011 I have several coming back after testing new waters last year. I will charge them the same as I would charge anyone else. That is, if you want them back next year. Quote
Lion EA Posted January 15, 2011 Report Posted January 15, 2011 I charge new clients based on their forms. For continuing clients, I keep the increases reasonable for the same forms. So, a new client very well might be paying more than a continuing client for a similar return. I've charged clients that left for a year as if they were new. When I know how much they paid the other preparer, I stay under that as long as it would be as least as much as I would be charging them if they had never left. And, hopefully more! Quote
BulldogTom Posted January 15, 2011 Report Posted January 15, 2011 I have my first client (other than 1099 and W2) coming in today at 2PM. Time to start cranking out returns and making some $$. I am always excited at this time of year to start, and I am always ready for it to end. The switch takes place about March first when the hard returns start rolling in and you have way too much work on your desk. Tom Lodi, CA Quote
mcb39 Posted January 15, 2011 Report Posted January 15, 2011 You got that SOOOOOO right; and probably loudly echoed by most of us here. Quote
Pacun Posted January 15, 2011 Report Posted January 15, 2011 You got that SOOOOOO right; and probably loudly echoed by most of us here. Same here. I also hate the fact that a lot of them are calling and saying "I don't have my W-2 yet but I have my last pay check stub, I want an appointment". I say to myself... thank you H&R Block for your come in December with your last paycheck stub and we will get your refund campaign. Quote
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