Excellent videos! Thank you very much for your hard work.
@videosrus996 жыл бұрын
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.
@MunirAhmed-pm1rp8 жыл бұрын
Nice video. Informative.
@lajpatsharma20064 жыл бұрын
its very helpful
@christophermorante55315 жыл бұрын
Do i need to meet at tax prep first before i do my taxes
@jewelb.72464 жыл бұрын
This is a great instructional video
@terryjudge5544 жыл бұрын
Thank you!
@mohammedjc8 жыл бұрын
@thetaxschool which system to do you recommend to use for filing taxes for clients?
@melissacocco91309 жыл бұрын
Very good video
@99quintinsnapshot7 жыл бұрын
I would never trust any tax prep with my info ... most are corrupt! Get off your lazy ass and do it yourself.
@jamesedwards.10696 жыл бұрын
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.
@massimilianopirrottina59587 жыл бұрын
get more information for a complete profile of tax payer
@Gladiator19728 жыл бұрын
what not have the client just complete a basic information questionnaire instead of asking them.
@thetaxschool8 жыл бұрын
+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.
@DannyDee1436 жыл бұрын
also, i can see how its good for relationship building. we cant be strictly transactional if u want long term return n referral biz :)
@salsapurainc.48066 жыл бұрын
It not the status quo. But a form is required by the IRS.
@emellylop6 жыл бұрын
I was thinking the same haha
@jgrutland19615 жыл бұрын
why are you banging on the keyboard... ???? :-(
@mypcsvipwebs79427 жыл бұрын
it looks too fake, not impressive at all.
@DannyDee1436 жыл бұрын
this isnt for grammy or entertainment purposes, its walk thru. chill out.