1. Sending out a questionnaire beforehand would save time and make sure that the client brings what is required. 2. This was a new client and at no time did I see that the preparer asked to see a photo ID. That's a no-no. 3. Don't think I heard him ask if there were other dependents, apart from the two children. Maybe I missed that bit. 4. Apart from the above, quite a good video although I did have occasional trouble understanding some of the speech.
Most preparers are corrupt? If that was the case the IRS wouldn't allow third party tax preparation. As it is the IRS encourages it because they believe it improves overall tax administration. So, you're just plain wrong about that. Now, a lot of people can and perhaps should do their own tax returns, but that's a personal choice, and much dependent on many specific factors. Would you tell someone who was truly lousy at arithmetic to do their own tax return? Some friend you would be.
+Gladiator1972 Good question! A basic information questionnaire is always a great tool to have handy. This video is meant to show our tax school students the proper way to complete an interview including detailed questions and mannerisms. Having a questionnaire is a great way to make sure you don't forget anything and it can help move things along more quickly. This video is a tool for our students, so they can see what a client interview should look and feel like. Thanks for your comment.
Excellent videos!
Thank you very much for your hard work.
1. Sending out a questionnaire beforehand would save time and make sure that the client brings what is required.
2. This was a new client and at no time did I see that the preparer asked to see a photo ID. That's a no-no.
3. Don't think I heard him ask if there were other dependents, apart from the two children. Maybe I missed that bit.
4. Apart from the above, quite a good video although I did have occasional trouble understanding some of the speech.
Nice video. Informative.
This is a great instructional video
Thank you!
Very good video
Most preparers are corrupt? If that was the case the IRS wouldn't allow third party tax preparation. As it is the IRS encourages it because they believe it improves overall tax administration. So, you're just plain wrong about that. Now, a lot of people can and perhaps should do their own tax returns, but that's a personal choice, and much dependent on many specific factors. Would you tell someone who was truly lousy at arithmetic to do their own tax return? Some friend you would be.
its very helpful
what not have the client just complete a basic information questionnaire instead of asking them.
+Gladiator1972 Good question! A basic information questionnaire is always a great tool to have handy. This video is meant to show our tax school students the proper way to complete an interview including detailed questions and mannerisms. Having a questionnaire is a great way to make sure you don't forget anything and it can help move things along more quickly. This video is a tool for our students, so they can see what a client interview should look and feel like. Thanks for your comment.
also, i can see how its good for relationship building. we cant be strictly transactional if u want long term return n referral biz :)
It not the status quo. But a form is required by the IRS.
I was thinking the same haha
@thetaxschool which system to do you recommend to use for filing taxes for clients?
Do i need to meet at tax prep first before i do my taxes
get more information for a complete profile of tax payer
why are you banging on the keyboard... ???? :-(
😂😂😂😂
it looks too fake, not impressive at all.
this isnt for grammy or entertainment purposes, its walk thru. chill out.