Having everyone follow the same procedures makes busy season less stressful.
By Jassen Bowman
Tax Resolution Systems
There is a challenge associated with creating a one-size-fits-all work flow model for a tax office: Not everybody operates the same.
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In general, we have identified four basic tax season operational models that appear to be common:
- Walk-in service with return prepared right then and there
- By appointment only, with the return often delivered at a second appointment
- Drop-off service
- Mobile service, in which you go to them
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