35 years ago I would agree with this first rule above. In olden days I would interview client, tell him ready in a week, 10 days, 2 weeks, depending,.... Then as the return came up to the top of the stack, would prepare the return, using #2 pencil, put it aside. next day check it out. Then in another stack for helper to process, you remember, making copies of all three (or two) tax returns in sufficient numbers, signing the copies to be filed, envelopes, making the bill out, putting in big envelope.
Nowdays, I schedule an hour for each appointment (and most don't take an hour), so with today's excellent technology I'm able to complete all three returns with client there, plus assess different itemizing strategies among the three returns, print it out, get client to sign the forms and many times he's got the checkbook out long before I get everything finalized!
Life is much simpler these days without having to print out all that paper. Heck I even offer client .pdf copy of the returns if he wants me to email them instead of paper copies.
Nowdays, I schedule an hour for each appointment (and most don't take an hour), so with today's excellent technology I'm able to complete all three returns with client there, plus assess different itemizing strategies among the three returns, print it out, get client to sign the forms and many times he's got the checkbook out long before I get everything finalized!
Life is much simpler these days without having to print out all that paper. Heck I even offer client .pdf copy of the returns if he wants me to email them instead of paper copies.
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