I have always done most of my work on clients' returns in their presence, as is done at H and R Block. I like having the client there in case I need to ask a question. At the same time, I have always been fascinated by the fact that many offices conduct an interview and perhaps have the client complete a worksheet, and then go away while the professional goes to work. I have even known of practices where the person who conducts the initial interview and collects the worksheet is not necessarily the person who completes the return.
So how do you work and why do you work that way?
So how do you work and why do you work that way?
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