(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.
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We complete 250 tax returns by 3/15
Client sends an unreadable picture of a document and we have to request new copy
You hear Trey say a "cuss" word
You tell a joke on the Monday 9am call
Received a compliment from a client for your expertise/hard work
Client found more deductions after return is finished
Client says "I heard I should be an S-corp"
Client responds "give me the maximum" when responding to question on how much charity they had
Three or more of us matched shirt color on 9am call
Client provides one side of a two sided document
Client provides all documentation in initial submission! No questions!
Client sends 5 or more separate emails in one day
Client grabs handful of candy before leaving office after dropping off their paper documents
I did some research (or saw online) that I could....
My friend/neighbor/family member told me
Client only provides 1-2 pages of a document and we need to request the rest of the pages
Why are my taxes so high?
"I already sent that"....they didn't
We send email to client asking for 5 or more items and they resolve all ?'s in ONE email!
We complete 400 tax returns by 4/15
"That should be everything"....it isn't
Client shared wrong year tax documents
Friend(non-client) asks you for advice on their taxes
Free!
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