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Level 7
April 16, 2023
Question

Missed Appointments

  • April 16, 2023
  • 4 replies
  • 24 views

You are not going to believe this. You are just not going to believe this. Or maybe you will.

Unlike some of you most of my tax returns are by appointment only.

Over the last 2 weeks I have lost between $500.00 and $1000.00 in fees because people did not keep their appointment and did  not call. Some of these people have been with me for several years.

Last week I had this one person scheduled to come and  see me and he did not come

Less than an hour ago (6:45 pm on April 15th) he calls me and I got the usual oh I forgot answer. I know the season does not end untill April 18th but to call me at this time after not keeping the previous appointment seems to be totaly uncalled for. When I told him he would have to take it someplace else because I am all booked up for the  of the season he got mad at me.

Next tax season which will be my last anyone who can not keep an appointment and does not call , well when they do come in they are going to pay me double.

This topic has been closed for replies.

4 replies

dascpa
Level 11
April 16, 2023

ProSeries canceled my entire post. 

rcooley25Author
Level 7
April 16, 2023

Must have been the bleep word.

Been there a couple of times this year myself.

Jim-from-Ohio
Intuit Community Champion
April 16, 2023

I only work by appointments only and only had two or three no shows maybe all tax season until this week.  I had or two or three in this week alone.  I was mostly able to fill in the time with other work that I had to also take care of but I could have used those slots for other clients. 

rcooley25Author
Level 7
April 16, 2023

I have had 4 in the last week and one half.

BobKamman
Level 15
April 16, 2023

"We already filed an extension when you did not show up.  When would you like to come in next week?  (Or next month, if you're taking some time off.)  The sooner you file the better, because you will owe interest and maybe penalty for any balance due.  By the way, the fee for filing extensions is $100."

I had one no-show this tax season, but I know why.  My scheduler thought they wanted February 25, but they meant March 25.  It used to happen once or twice a year, even though I emphasized the importance of repeating the month a couple of times just to make sure we were, so to speak, on the same page.  Then the past couple years, we didn't do appointments.  This year, many of those who demanded appointments in the past, figured out it was easier to mail or drop off their stuff.  

Level 8
April 16, 2023

My mantra: I don't stress..that's the clients job. If they don't get their s--t together it is not on me. I would tell this client that he will have to pay for an extension (upfront) because at this point I can't guarantee his return will be filed by the deadline......or...he is welcome to go elsewhere, and don't take him back next year.