Tax Me Up wrote:I try to only meet with 1040 clients when they’re new, have complicated returns or have a year with significant changes. Otherwise I encourage the drop off. I did lose a client this season when I asked them to drop off instead of meet but they always wanted to cheat anyway so it was for the best.
If that were the case, then it would be more efficient to have the face-to-face on the front end.
have picked up several good clients who formerly used a larger local firm that uses the drop-off only method. These people felt like they didn't matter and got no personal attention at that firm; they did not get a chance to ask questions. All of these taxpayers are people of means who have rental property (sometimes in another state) and portfolio assets.
If a business client who is paying us thousands per year wants to stop in while dropping off their tax info, that is one thing. There is no way I am going to allow a new $300 schedule A client to come in sit for a 45 minute meeting in Feb-Mar-Apr.
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