I think all tax companies need to reach out to the public and teach people about scams. Because too often do people come in telling us someone came to their house and requested copies of their documents and said they owed thousands of dollars to the irs and wrote them a check.
It hurts my heart. The public needs more educated.
My company has issues. I know how I believe the company should work, but it doesn’t. Hopefully that changes. The public needs educated on things that they aren’t being educated on. Tax pros don’t tell people with 1099MISC’s how to avoid owing.
I put 100% into the returns I do. Am I perfect in them? Nope. I mess up. But I also take responsibility and fix it. I treat each and every client with the same respect and kindness, whether they are nice to me or yelling at me and cussing at me. Customer service is huge to me, I treat clients how I would want to be treated.
Unlike some taxpros, I don’t use big complicated tax lingo. I say everything so it can easily be understood.
It’s my first year, I’m terrible at talking to people, I look like a hot mess less than 3 hours into my shift most days. But I will not treat a client rudely. I will not let the quality of my work waver.
That, I think, is one plus to going to a taxpro (depending on the taxpro) vs using a program or software. Plus we have coffee that when I make it ain’t too half bad.