Discussion:Who has worked for them?????/
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| {{ForumReplyPost|UserID=Bengoshi|Date=17 May 2006|Text=I've never worked at any of those places. But I too wouldn't prepare a client's return while they waited in the office, unless it was a quick change of prior entered data. I fathom it would be distracting and you'd feel rushed to finished (although it would be nice that you can ask questions face to face). And like Warren mentioned, if you finish quickly people might question the fee.}} | {{ForumReplyPost|UserID=Bengoshi|Date=17 May 2006|Text=I've never worked at any of those places. But I too wouldn't prepare a client's return while they waited in the office, unless it was a quick change of prior entered data. I fathom it would be distracting and you'd feel rushed to finished (although it would be nice that you can ask questions face to face). And like Warren mentioned, if you finish quickly people might question the fee.}} | ||
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| + | {{ForumReplyPost|UserID=Martineo|Date=17 May 2006|Text=I was with all of them. | ||
| + | If the client forgot to bring a form,it depends of the preparer. | ||
| + | If the form would bring a dramatic change in the botton line, it is no a good idea to complete the return. | ||
| + | What if the client never be back with that form to get an amended return?, | ||
| + | Chances are that He/She will blame me , in a few month, for the IRS letter of deficiency? | ||
| + | My solution: I would enter all the information, put that "on hold" and wait for the form to complete the process. | ||
| + | No idea of how long you have to wait. It depends of a lot of situations. | ||
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| + | }} | ||
Revision as of 15:06, 17 May 2006
Discussion Forum Index --> Tax Questions --> Who has worked for them?????/
Www.cpa1.biz (talk|edits) said: | 15 May 2006 |
| Hey Almanacers,
I was wondering who of our group is or previously worked for H&R Block, Jackson Hewitt, or Liberty Tax service. I just wanted to ask a few questions like these: 1) What happens if the customer forgets to bring in their information the first time? 2) What would make me go to Jackson Hewitt or Liberty than going to H&R Block? 3) How long do I have to wait just to see someone and how long is the process of being in the office? It it same day or like an automechanic where I Have to set an appointment? Tell me what is up you all. I hope you all had a good weekend!!! www.cpa1.biz | |
| 15 May 2006 | |
| I have not worked for them but I have an employee that has. If they forget their info the first time they simply go get it and come back. Fees are all based on forms/schedules. They do not make an appointment, they walk in and tax return is done while they wait. If client wants a specific preparer they can call ahead and set something up otherwise whatever preparer happens to be there does the tax return. Time limit depends on complexity of tax return and experience of preparer. | |
Www.cpa1.biz (talk|edits) said: | 15 May 2006 |
| Warren,
Great info! Can you ask your employee how long they usually wait. What if people are ahead. I guess it is just like a mechanic shop. First come, first serve. www.cpa1.biz | |
Inagpurwala (talk|edits) said: | 15 May 2006 |
| CPA1:
I worked for HRB. I agree with Warren. It is always first come, first serve. Unless client has made an appointment. Wait Time: It depends. During March 25 - April 15 (last day to file) 15 - 30 minutes. Other time less than 15 minutes. It also depends on the location.Inagpurwala 18:21, 15 May 2006 (CDT) | |
Www.cpa1.biz (talk|edits) said: | 16 May 2006 |
| Ina,
If it is less than 15 minutes what the heck do you have to input in. Is it like a W-2 and that is it. Please explain why it would only take 15 minutes to enter in the tax info and how much would that cost that person. Thanks Ina and everyone for the quick info. www.cpa1.biz | |
| 16 May 2006 | |
| I try never, ever to prepare a return while someone waits; too much room for error no matter how simple. Is the 'prepared while you wait' applicable to virtually everyone who walks in? I've seen tax returns prepared by HRB that would take me a whole lot longer than 30 minutes to prepare and I sure wouldn't do it while the client sat there. Either I'm dumb or those preparers are really, really good. I don't think either of those is the case. | |
Inagpurwala (talk|edits) said: | 16 May 2006 |
| cpa1: What I meant by 15 minutes is that WAIT TIME. That is the time a client is waiting to be called in. I did not mean 15 minutes to enter the data. I hope it clears the confusion.Inagpurwala 10:42, 16 May 2006 (CDT) | |
| 16 May 2006 | |
| I also do not prepare tax returns while the client waits. I do think that it increases the chance for an error. Also, I know that most of my clients assume that it takes me a lot longer to do their tax return than it actually takes so they might wonder about the fee if they sat there from start to finish. | |
Www.cpa1.biz (talk|edits) said: | 16 May 2006 |
| Warren,
I agree. People today do not have time to wait. Even if this involves one hour. Ina, after they wait 15 minutes, how long would it take for the process to happen then. Give me just an average. I just dont think people are willing to wait anymore. Do you just input all this information and the person just watches you. That would really suck if you are bad using the computer:).... Ina, can you give me your email or shoot me a reply email to speak to you. Here is my address: bjwendroff@wendroffcpa.com Thanks a whole bunch you all. www.cpa1.biz | |
| 17 May 2006 | |
| I've never worked at any of those places. But I too wouldn't prepare a client's return while they waited in the office, unless it was a quick change of prior entered data. I fathom it would be distracting and you'd feel rushed to finished (although it would be nice that you can ask questions face to face). And like Warren mentioned, if you finish quickly people might question the fee. | |
| 17 May 2006 | |
| I was with all of them.
If the client forgot to bring a form,it depends of the preparer. If the form would bring a dramatic change in the botton line, it is no a good idea to complete the return. What if the client never be back with that form to get an amended return?, Chances are that He/She will blame me , in a few month, for the IRS letter of deficiency? My solution: I would enter all the information, put that "on hold" and wait for the form to complete the process. No idea of how long you have to wait. It depends of a lot of situations. | |


