NASSAUSUFFOLK

 View Only

  • 1.  How are you handling In-Person Tax Interviews in 2022?

    Gold Most Valuable Member
    Posted 01-04-2022 11:31 AM
    In 2021, our doors were locked and we met with no client for tax season. Everything was done by dropoff and portal upload.

    We're in a quandary. With the numbers going up again. I think I'll be meeting people, we'll have the air purifiers going and everyone will be required to wear masks.

    I'm curious, "What everyone else is planning to do"?

    Alfonso J. Mollica CPA






  • 2.  RE: How are you handling In-Person Tax Interviews in 2022?

    Silver Most Valuable Member
    Posted 01-04-2022 12:17 PM
    In case anyone is interested, a client of ours sells Air Purifier / Pathogen Killer units.  His name is Mitchel Rosner (W: 516-379-7307, C: 516-946-9353).  Feel free to give him a call if you're interested.  I didn't discuss promoting sales with Mitch but I'm sure he'll work with you on price if you say Marc Lusthaus referred you.
    Here's a link to information (incl. video) about the product(s):
    https://focusedtreatmentsolutions-aerusdistributor.com/

    ------------------------------
    Marc Lusthaus
    CPA
    ROBERT S. LUSTHAUS, CPA PC
    Plainview NY
    ------------------------------

    Original Message


  • 3.  RE: How are you handling In-Person Tax Interviews in 2022?

    Platinum Most Valuable Member
    Posted 01-04-2022 12:22 PM
    Hi Al,
    Happy New Year!  We will not be holding in-person meetings.  We will conduct only zoom or telephone interviews.  Clients will be able to upload documents to our portal or deliver to our office.  
    Good luck!
    Sandy

    ------------------------------
    Sandra Johnson CPA
    JOHNSON CPA
    Bellmore NY
    ------------------------------

    Original Message


  • 4.  RE: How are you handling In-Person Tax Interviews in 2022?

    Silver Most Valuable Member
    Posted 01-04-2022 12:54 PM
    We are again not seeing or going to clients.   It worked much smoother last year and we are going that route again.    They somehow figured out how to mail their stuff and it was safer and faster to talk via phone not withstanding the issues caused by the Revenue Service asking for information having to do with the pandemic/stimulus issues.  Good luck to all.              Mark

    ------------------------------
    Mark Rosman
    ROSMAN AND COMPANY, CPAs
    Lynbrook NY
    ------------------------------

    Original Message


  • 5.  RE: How are you handling In-Person Tax Interviews in 2022?

    Platinum Most Valuable Member
    Posted 01-05-2022 08:16 AM
    For the most part, I will be again performing more returns virtually, with use of portals, drop-off, mail, etc.  However, I'll have selected client meetings.  I'll be certain to use Clorox wipes on chairs, desks, etc.

    ------------------------------
    Stephen MankowskiCPA
    MANKOWSKI ASSOCIATES, CPA, LLC
    smankowski@mankowskicpa.com
    215-682-7366
    ------------------------------

    Original Message


Discussion Disclaimer

The opinions expressed are the views of the author alone and should not be attributed to any other individual or entity and shall not constitute an accounting opinion.