[mhueycpa]

Question for those in public, namely doing taxes, how is your work allocated within your department? Lets say I work on X,Y, and Z clients and put then on extension, post April deadline through to the Oct deadline do you only work on X,Y,Z clients or are you assigned other returns that were put on extension by other staff members? Is it productive to have one staff member put in 5+hrs into a return to put it on extension and then have a different staff member finish it once all the info is received?

THE 300 CLUB WILL DO JUST FINE!

[Anonymous]

I would say any policy is fine if complaining about it constitutes a career limiting move.

What you're alluding to makes sense, but they must've started doing it that way for some reason.

[the LAST Coffee]

Depends on needs of firms. Personally that is usually how it goes but my firm does allocate incoming work that needs to be done right away and someone else picks up my extension work.

FAR 84 (AUG '15)
BEC 83 (AUG '15)
AUD 79 (OCT '15)
REG 71, 78! (NOV '15, FEB '16)

[CPA2BEE]

This happens all of the time at my firm. We are small (4 partners, 10 staff) and this is really common for us to swip-swap like this, especially with extensions. I find it completely unproductive, because I generally have questions for the previous preparer and/or the client that can be answered with the return completed in, what I imagine, to be about half the time I spend if they just finished it themselves. But it really depends on the client and their return as well, some remaining info is quick and easy, and it really doesn't matter who finishes the return.

FAR - 80
AUD - 82
BEC - 80
REG - 85

ETHICS - 90
EXPERIENCE - COMPLETE
Application for California license mailed 8/4/2016

[Author]

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