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Discussion:G-d Help me I am way behind!!

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Discussion Forum Index --> Business Growth Community --> G-d Help me I am way behind!!


Biggulping (talk|edits) said:

13 April 2006
I have been working for 18 hours straight and still have to prepare 16 returns. I am exhausted.

Sobebody please tell me how may returns (average) you guys prepare in an eighteen hour day? Am I doing something wrong? I like to double check every detail, and also my ATX software is not helping. Any suggestions are very very welcome!

Scot1 (talk|edits) said:

13 April 2006
Be picky about the clients you choose, or wish to retain, don't be afraid to charge them a fair fee and most of all train them not to drop their s--- off the last week prior to the filing deadline.

Klesher (talk|edits) said:

13 April 2006
Switch from ATX next year. Used them for my 990's on pay per return for a few years - hated the program. You need to "train" your clients to get stuff to you earlier. I send out a letter in January , telling client to get their stuff to me by April 1 if they do not want to get exteneded. Of course, this does not work on all and yes I do get the returns done by the due date

And like Scott said be picky and charge fairly

Biggulping (talk|edits) said:

13 April 2006
I am getting to hate this ATX program. What it would be a good professional tax software?

Lalva (talk|edits) said:

13 April 2006
I am using ProSeries this year (1st. year in my own business) and it seems to work just fine. I may be switching to Lacerte soon...

Unfortunately I don't have your problem. Today I finished my last return (hopefully I will get some more before tax season). Yep, first year in business and it's slooooooooooooooooow.

MMtoEA (talk|edits) said:

13 April 2006
I have a small practice, and Lacerte pay-per return works well for me. I had used ProSeries in my first year of practice and liked it for the most part, but ran into difficulty with the program in trying to take a partner's home office deduction. I learned that Lacerte would allow me to do what I needed to without having to take the long way around the barn. I also prefer Lacerte's more polished presentation of client letters, filing instructions, worksheets, and depreciation schedules.

Jokadah (talk|edits) said:

13 April 2006
I've been working 18 hour days as well, just the nature of the beast towards the end, or at least it is for me. I have 19 to be prepared, 15 in review and 12 to pickup. Trying to be done by Saturday! I agree with Klesher, train your clients to be more prepared and if not charge accordingly. If I have to add receipts or do any accounting, I explain to the client that I will charge for that, some opt to have me do it others add up the receipts and bring me the totals. Also, I cut off my appointments April 3rd. I have a lot of clients drop off their paper work, this year a lot of new clients which is why longer hours. I'm not taking any new clients this week and with the number of calls I've gotten, I may hire another temp next year for the last week just to do those. I use Lacerte, one year I purchased Pro Series and a month later called up Lacerte and switched back. Had to pay for Lacerte on top of Pro Series but it was worth it. Is anyone else getting calls from last minute new people, I've had ten this week alone, where are they all coming from?

JR1 (talk|edits) said:

13 April 2006
You guys and gals will hate me. I never work more than 45 hours, the joy of working alone! It's a hectic paced 45, but 45. Family, church, life...they matter. If you drop dead on Monday at noon, will it have been worth it? Really? Just to bank a few extra bucks? I'm a year round accountant, working small biz side of the street, and only do a total of 250 returns of all varieties, but that's along with all the usual monthly and quarterly work, payroll filings, etc.

Every year, the day after, I go to the files of the 'dead' clients, and shred the returns from three years ago that are no longer up for audit. It's an annual reminder of the value of my work. It doesn't last long. For my biz clients, only as good as the next P/L and Bank Rec. Don't sell your soul to tax season. Get good software. I won't leave ProSeries, and no Tim, don't rasie my price! Be efficient, drive your clients. Fire the lousy ones. Charge good fees. Enjoy what you've been given.

And, Happy Easter, the best time of year. The clue that there's more going on than what we see here.

Klesher (talk|edits) said:

13 April 2006
JR - You have it right - this is EXACTly what I do and how I work. Although, I must admit this tax seaon I worked a couple of 50 plus weeks. Family, life , church all very important and should not be sacrificed during tax season. And I love tax season!

MAPBUSINESS (talk|edits) said:

13 April 2006
Thank you Jr1 for your words and Happy Easter for you too.

HPTAX (talk|edits) said:

13 April 2006
Happy Holidays All.

You're not doing anything wrong BG. You just have to trust your work more. With more experience it becomes easier. As for how many returns per day... A client comes in with a W2 and they have a return in 15 min. A client comes in with a shoebox representing their C-corp construction company and they have a return in 15 days (and they DO pay accordingly). And I'm with you JR. I gave up the big office in the skyscaper as well as a zero in my pay in order to watch my kids grow up. I've never regretted a day.

Biggulping (talk|edits) said:

13 April 2006
ATX is Excel based. If you override one of its defaults, it messes up the whole return, and there is no way to fix it. Last night I had that problem towards the end of one return and I had to start ALL OVER again by opening a new return. ATX is nothing else than an huge Excel file with an equal huge bunch of macros.

Next year ProSeries or maybe Lacerte. I had it with ATX.

Biggulping (talk|edits) said:

13 April 2006
You guys are right. But this year I can not let my clients down. This is my second real big tax season, I take care of my accounting clients first and then the walk-ins. Next year I will be better prepared, and yes I will educate those letargic clients, even though it's an uphill battle.

HAPPY PASSOVER, HAPPY EASTER TO ALL

Klesher (talk|edits) said:

13 April 2006
Happy Easter - Passover to you too BigGulping.

Tstolley (talk|edits) said:

13 April 2006
Extend them all and get some sleep!

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