Intuit Community Champion

Question

Extensions

Forum|Forum|3 years ago
March 24, 2023
4 replies
33 views

I have a very difficult time telling a new client that I am all scheduled and completely filled up to a response to an inquiry for income tax prep to something like. Thank you for contacting me regarding your income tax preparation needs. I would be happy to take care of your tax filing needs but I am totally booked from now until April 18. If you would like me to e-file the extension for you please let me know and we can then meet later in April or early May... something like that. anyway.. tried it for the first time and they wrote back, sure.

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

Ive only got 3 or 4 open appt spots left before the April due date, the struggle is real.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

IRonMaN

Level 15

I talked to a lady this morning that was referred to us by a financial advisor client.

"Sorry, we aren't accepting any new clients at this time"

Problem solved.

Slava Ukraini!

Jim-from-Ohio

Author

Intuit Community Champion

I can't bring myself to say that.. I know it is my issue.. i am learning. my return count for 1040s stands at 961 so far.. last year I did 1,300. I like the idea of not turning away people and converting them to late april or may clients.

IRonMaN

Level 15

Before you accepted, did you ask if they lick their fingers or carry files into the restroom? Those are things you really need to know before accepting.

Slava Ukraini!

rbynaker

Level 13

I don't need the work so I have no problem turning away business but I get to a point where the procrastinators frustrate me enough that I copy/paste a blurb telling them how to file an extension on IRS Direct Pay. Even if you don't think you owe, pay them $1 and you get an extension on record, they'll refund it later. If you think you owe, sent them more money. There may be interest charges but if you want to avoid them in the future, contact me BEFORE the second week of April...

T

taxes96786

Level 8

I do not accept documents a few at a time. The client needs to get all documents together before giving them to me. I set deadlines for my clients. If their packet of documents is not received before 3/15 they are subject to extension. I file extensions for all returns I have not completed by early April.

I do not file extensions for clients who do not respond to my asking on 3/15 whether they intend to use my services. This is when I ask whether they will require an extension (which they have to pay for before it is filed).

You need to train your clients to play by your rules or go elsewhere.

ljr

Level 9

I too have now made the cutoff and telling them all they are going on extension. I don't want to turn clients away either but it is getting tough.

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