My Sunday afternoons during Tornado Season, I mean Tax Season, always include quality time with Pam and a walk with my Bassett Hound and Beagle on my walking trail in the back yard. I also take time to update everyone on tax filings at the office.
The most interesting aspect this season is revealing how the 2018 Trump Tax Cuts affect everyone this coming year. We have prepared and filed more than 1,200 tax returns so far. Married couples with $250,000 to $500,000 of income seem to realize the most tax savings. On average the tax savings range from $5,000 to $15,000 in this range.
The lower your income, the less benefit you realize, unless you have dependent children at home or in college. The higher your income, the less benefit you receive, unless you are entitled to the 20% pass-through deduction. The taxpayers most adversely affected by the Trump Tax Plan are employees who have been deducting (EBE) employee business expenses. EBE will no longer be allowed after 2017.
This past week’s telephone traffic: 842 calls.
Scheduling Your Appointment Online
Many of our clients find it more convenient than calling and having a conversation. The client can cancel, change their mind, change to a different date and time or simply stop and come back to it later if they need to.
In addition to the many benefits to the client, the secure online appointment scheduler has benefits for my firm. It removes a very large amount of time consuming workload from my front-office staff. It reduces conflicts by eliminating the possibility of double or over booking due to human error.
Our system sends an email confirmation with the date and time of the appointment and provides a link for the client to cancel or reschedule should something come up. It also sends a text message and email reminder the day before the appointment.
Now, when a popular news story about taxes is aired on TV and lots of people have the same idea, “hey, I should schedule my tax appointment.” It doesn’t matter if 50 or 100 clients are scheduling at the same time. It also doesn’t matter if it’s during the 10 o’clock news at night!
My Final Note this Week
Thank you for all of the Happy Birthday wishes on March 14th.
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