(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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Friend(non-client) asks you for advice on their taxes
Client provides all documentation in initial submission! No questions!
Please be logged out of remote by___for an update.
Received a compliment from a client for your expertise/hard work
You tell a joke on the Monday 9am call
Client found more deductions after return is finished
You hear Trey say a "cuss" word
Client sends an unreadable picture of a document and we have to request new copy
We complete 250 tax returns by 3/15
We send email to client asking for 5 or more items and they resolve all ?'s in ONE email!
Free!
"I already sent that"....they didn't
Why are my taxes so high?
My friend/neighbor/family member told me
"That should be everything"....it isn't
Client grabs handful of candy before leaving office after dropping off their paper documents
Client says "I heard I should be an S-corp"
Client provides one side of a two sided document
Client sends 5 or more separate emails in one day
We complete 400 tax returns by 4/15
Client shared wrong year tax documents
I did some research (or saw online) that I could....
Client only provides 1-2 pages of a document and we need to request the rest of the pages
Three or more of us matched shirt color on 9am call
Client responds "give me the maximum" when responding to question on how much charity they had
