Is there a tax/accounting forum specifically? I know the general forums usually don't work well with industry-specific commentary, but not sure where else to put it(?)
YOU NEED TO ADD A CATEGORY UNDER THE UMBRELLA OF TAX-PREP= ADVICE!
Many people don't want preparation services, and the quotes/ templates are based on this. They want just advice. And, guess what?... they try to get it over the initial consutation phone call so it will cost them absolutely nothing. They contact 3 pros, get info from them, then done. Thumbtack gets paid as it always does, and pros get nothing and lose money on top of it.
Right now, almost all "cases" in the tax field are not for filing returns, but the quotes I am paying for are for prep. So, I am not paying for what the service actually is, and I am sick of it. $10 here, $8 here... about $30-$50/ day, with no money coming in. The customers do not want to pay for advice, and I do not want to pay Thumback to give free advice.
You need to add an advice category, so pros can quote an hourly rate, and customers can understand up front that the adviced of a qualified tax professional is not a complimentary service that we just give out.
Otherwise, I will have to protest my charges for "tax preparation" for what is not tax preparation.
Also, though this is a universal comment, could you please find a way to tell these "customers" that checking "over the internet" will not lead to a CPA down the street from them?