1.Tax Season Office Hours - 9-7 Monday through Thursday, 9-5 on Friday, Principals work Saturdays either from home or in the office at their discretion, staff is usually not needed on Saturdays.
2.Do you have Sunday hours? Not really, but sort of - Sunday is the day I do family returns at my house. I try to use Sundays as the day I get my freebies (close friends & family). They bring their tax stuff AND DINNER.
3.How late do you go? As late as I need to - 8 or 9 most nights, but sometimes later.
4.How early? I get up at 7AM, exercise and have breakfast. Then check my e-mail and voice mail from home so I can return calls during my 1-hour commute so my work day usually starts around 8:00AM. My first appointment in the office is at 10:00 AM.
5.Do you take lunch in the office? WE provide lunch IF you eat at your desk and keep working. We have a small kitchen - fridge, microwave, toaster oven & small pantry - we keep stocked with lunchmeat, cheese, bread, condiments, snacks, coffee, hot chocolate, mac & cheese, soup, fresh fruit and other stuff. If you like something specific and it isn't to expensive, we'll stock it in for you.
6.When are you closed? Any appointment AFTER 7:00PM has to be cleared by a principal.
7.How long are appointments? We schedule 1.5 hours, most take about 1 hour. This allows time if it goes over or time for a bathroom or stretch break.
8.How much time between appointments? Normally, none - BUT - typically we'll have mail ins and drop offs interspersed with the live ones.
9.Are there any no-appointment days or catch-up days? Sometimes, but not too many. Mail ins and drop offs get schedule on the calendar just like live appointments BUT they can be moved if someone wants to come in live at that time. So sometimes the mails in and drop offs get a bit backed up. Internally we do our very best to make sure that everythings get OUT within 10-Days (providing we have all the info) so when client info starts to get stale we ramp up. But again, since we try to hold to a 10-day turnaround it usually means we work a few extra hours rather than scheduling a no-appointment day.
10.Do you take walk-ins and if so, can they come in any time or do you have specific walk-in times? We specialize in complicated, higher end returns. I've never heard of one of these just walking in, though if they did I might accomodate them under the right circumstances. Our front door is posted with a "By Appointment Only" sign and we're not in a retail center like a mall so there isn't much foot or drive by traffic. If you aren't looking for us, you're looking for the attorneys downstairs - nobody comes to our office just shopping.
What you didn't ask -
We have 2 Principal & 1 full time assistant;
We prepare about 500 returns annually - 375 1040s; 100 1120/1120S/1065; 25 990s, 1041s, 706/709.
I check my e-mail and voice mail from home and return calls on my drive in. I do NOT check my e-mail again till early afternoon, around 3PM (and I LIVE for e-mail).
I do NOT take unscheduled calls during the day in tax season. Unscheduled callers need to tell my assistant what they want and she will schedule a call back for the afternoon. This way I can be ready to talk to them when I call them back and I don't have to deal with the "I need a copy of my return or an appointment" stuff, that's the assistant's job.
I schedule a Date Night with my wife every week, usually either Wednesday or Thursday and I leave the office that day by 5:00PM.
Our office adheres to the Local School Closing Schedule for foul weather. If the local schools are closed then our offices are deemed close and all schedule appointments are rescheduled. We notify all clients of this UP FRONT - it is way better than trying to fight the snow to get to the office for an appointment only to find out that the client can't get in AND it means that we don't have to worry about trying to notify clients at 6AM about a day's activities.
Principals can take work home and/or login remotely to work from home if they need to for any reason.
Everyone is encouraged to STAY HOME IF SICK. If you're an employee you'll have a chance to make up the time, if your a client we'll reschedule. Please do NOT come to the office and make ALL of us sick.
If it isn't out the door by 03/01 - 04/01 - 05/01 then it gets extended automatically if we did your return last year.
We close at 12:00 NOON SHARP on April 15 and we take the office to a nice sit down restaurant - no fast food.
April 16 is a paid holiday in our office for all staffers.