First Resolution Attempt - Prior
Say:
Say:
We've moved to a Drop-Off Only business model for April in order to handle the high volume. Currently, we have 15 minute appointments reserved for Review & Wrap-up only. This means that we need to get started on your return so that appointment is as efficient as it can be.
I can send you a link so you can upload your documents to this office and we'll get started on it right away. How does that sound?
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Well __Mary__ , as of last week, the IRS released data showing that 45% of taxpayers still need to file, double what it normally is at this time, likely because we've had more time to file the last two years.
We're working longer and harder than ever to help our clients, but we've had to make changes to accommodate the flood of clients filing at this time.
So, can I send you the link so you can upload your documents to our office and we'll get started on it right away. How does that sound?
Client Objection: Why can't I just make an appointment?
If YES, Send link from TP from WC
Are there any other options?
Once your tax pro gets into your tax return, they will contact you via email, phone, or text to go over what they've done and see what direction to go. They will then schedule an appointment with you to review, but most clients find the meeting unnecessary.
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We are getting flooded with filers who normally file in Feb-Mar, filing now.
Would you like to drop off your documents? Or see if I can find some time to meet with (Tax Pro Name)?