Liberty did good on the $750 advance, it's bringing in new clients but most of them are going on hold for missing paperwork. Software sucks, very time consuming to view all the paperwork, which takes a lot of mouse clicking, and then doing it a 2nd time for signatures. Once is enough! We can explain and get signature on the first time around. Half the time explaining what they're signing their eyes glaze over. They only want to hear how much their refund is and how fast they can get it. Another week and it'll be "no time for lunch" days, remember to bring finger food for the break-room! Good luck all.
It's here. The start of a new tax season. Hope everyone has finished all their classes, passed the tests, renewed their pin #, and can squeeze in the time to get those practice problems done before clients show up. January is a great time to get to know the newbies, and be their mentors, and catch up with coworkers they haven't seem in 8 months. Not much new to deal with this year, mostly getting used to the new numbers for mileage and limitations on varies forms. I still to this day remember reading Block's policy and procedure manual 20+ years ago and the one item of "do not wear P.J.'s in the office" and it still makes me laugh that it had to be a written rule. Who were they hiring that needed to be told?
Yes, you are right about not all Block offices having the software for higher end returns, but they always have a Premium office near by to refer clients to, and if there is experienced pro's in any office capable of doing partnership, corps, and estates they are allowed to meet the client at the Premium office, or ask for the software to be put in their office. Block did that for me.
Any predictions for the upcoming tax season? I don't see any major changes, but must confess I haven't done much more than read IRS' email newsletters, and searched to find how many 2015 forms were out. I like reading the forms to see if there are any line changes, and it's odd that the 2015 1040 form is not available yet.
SO, now they're office leaders and no longer managers? Did the pay go up with the new title? Are they the most knowledgeable in tax prep? Or are they still 1st and 2nd year employees? As you say yourself doing the leader's work when they're not available, some like it, some don't. The reason some don't is because there is NO compensation for extra duties, plus there isn't that strong loyalty to the company because the company keeps playing with pay, giving more priority to share holders than those who actually do the work that brings those dollars in. ANY professional in any field, who can do an hour's worth of work and charge $300-400, yet only gets paid $10-20 an hour is way below what they're worth.
You nailed it Wishful. If only those in today's management had worked under Richard & Henry they would have known why Block became a top brand in tax prep. Training, training, training was Block's highest achievement, and team work was a must. District Managers were "cheer leaders" for Block, always available and approachable. Some thing happened in the 90's, when computers came in. Then end of the quality control department, (computer diagnostic replaced them) and more work for the preparer, as we had to print & assemble and give the client the return before they left, the end of DM's knowing taxes and being hired from the outside, and then the worst part was Managers with nothing more than the basis course who had no idea how depreciation worked, or when to use 4797 and had no idea how to handle an IRS letter. All this plus lower pay, and selling products, and being judged on how many POM's were sold.