Your call! Some clients prefer to drop and run, and await a call when the returns are complete. Others like to sit and get the running commentary, and leave with the finished product, and with a better understanding of the process as well as planning tips. I believe the latter is better, but not to everyone’s taste (if there’s any taste to tax accounting!). Some clients like to take a first pass at return prep and then go over their process. As an educator, I feel especially successful when clients gain confidence to do their own financial management and preparation.
