This bingo card has 35 words: What is a browser?, Can I mail in the 5500?, Where is my 1099R?, Want to talk to an Admin, Testing failure call, Want to talk to the CEO, Where is my full report, I don’t have a 401K plan!, I have called, emailed and left messages, why isn’t anyone picking up or calling me back, I need to schedule a call for someone to call me, Messing up Jairos name, Asking us to file their corporate taxes, Bribing/Negotiating to get a filing, Words in CAPITALS in the cases, Asking directly for someone else, Client explains the rollover/ process to you., First thing they say is “I need to speak to a supervisor”, Putting us on hold, Calling us while driving, Where is my filling?, When does my plan year end?, I already turned in all of my information, Can you authorize my CPA?, Getting you confused with another person on the Team, Why do you need the census info, I need to speak to Oc, I sent in my Docs, when will my filing be done, What PYE Docs am I still missing, What is my PYE, Missed scheduled call, I have an IRS notice, Talking to a terminated client that does not know they are termed, They want to reinstate, Mixing up the portals and Whats my PIN.
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