Peter Vander Wall says accounting firms that wait for clients to provide documents end up cramming 50-60% of their tax work into the final three months of the year. Set deadlines or lose control of your schedule.
This company. They babysit their clients too much, in my opinion. They were super lenient. I don't like when clients can get them documents all the way up into the point where they would extend the tax return and just wait for the IRS to release the wage and income transcripts, and then they would file the return based on those. Because of that, 50 to 60% of the tax work was being delivered in the last three months of the year. Wow. As opposed to, like, you know, more spread out. Now, most accounting firms are going to operate that way where they collect a lot of cash from, like, January through April or May, and then they're going to collect a lot of cash from August through through end of October.
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