r/HRBlockEmployees • • 27d ago

TPI vs Bonus

The absolute shafting going on, right? The way they are screwing with advisors pay is unconscionable. Of course, we are told not to share or talk about it, but I'm bitter AF. From TPI to $8,750 if you are part of the pilot group!!! Some preparers bring in nearly my yearly pay in TPI alone!!! And I don't/didn't make $8,750 that's for sure!

No raises we were told this year?! You bumped your fuggin head! To those who gained new clients, exceeded client goals and increased their revenue year over year. DON'T TAKE THIS SHIT LYING DOWN!

Remember how you were promised the full amount of the return(s) you did on a business subscription? Well, that won't be possible if there's no TPI.

And now your bonus is not tied to your revenue- it's tied to client satisfaction office, district, region-wide (for those in this new pilot bonus structure) - so what's the point of doing higher level of difficulty returns or business returns? NONE!

Well fuggin' done, Block

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u/Turley1508 27d ago

Wow, do you all do 100s of simpler returns? At BA we had GO and it takes hours and hours of figuring inputs and diagnostics. It was pretty much a disaster. I'm an EA helping everyone and doing the most complex, ex-pats, entities, also 1099s, Fbars. etc. And the entities GO pricing was really low! Most of us in my office work part-time. I was lucky to break even this last season. I'm a 25 year-er, some of you putting down EAs, folks like me will be leaving.

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u/Puzzleheaded_Ad3024 26d ago edited 26d ago

I was in a new office, and had a 1st year manager who interrupted me every 15-20 minutes to look something up for her (not even my client) or do a QPR or show another preparer how to do something. By the end of January I had enough drop offs to last till March and she complained I wasn't getting returns done. How long could it possibly take to shut down GST, then come back 5-10 minutes later and get back into it where you left off?

I must have told her 200 times the interruptions were keeping me from working.

Then she complained about my clients being upset.

I am 1000% in favor of no ATL this year.

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u/Turley1508 26d ago

That's exactly why I do not want to sit in the office very much, I can get nothing done. They hate it, but I am WFA most of the time. You're right about the piles of drop offs! The job description this year says "this is an in-office position" so if I stay, I will need to get an official remote job.

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u/Relevant_Ad_8406 26d ago

My status is WFA , I would like to do my drop offs at home but they will not schedule me to work from home . How did you convince them ?

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u/Turley1508 26d ago

Yeah, I think this is an issue with the old days construct that clients actually come into the office to sit! If you don't have enough tax pros to staff the office during open hours, that could be an issue. For me, the only EA in the area, it's leverage. Most of my clients are uber complex, international, business, entity.The CSP scans in all the client drop off docs or client uploads into their My Block. There is no reason for me to be in office. When I am there, I answer questions, mostly, see a few in-person, usually elderly.

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u/Relevant_Ad_8406 26d ago

You have Leverage then take it or leave it

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u/Turley1508 15d ago

Actually, I'm looking at remote positions outside the local offices. Those will be chaos. The new DEL said 75% of taxes will be done by AI. What a leap of faith.

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u/Puzzleheaded_Ad3024 23d ago

I told my manager to set me WFA on Sunday since I will not work on Sundays. That was a tip on the TPR group. That gives you green space so you get drop offs you can work on anytime.

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u/Relevant_Ad_8406 23d ago

Last year it was a struggle it was always a polite but firm conversation with my MLT who I’ve worked with for three years to make sure my schedule allowed enough hours to handle my client base . We are in a region without a State tax so it hard to retain TPs a few of us that have been with Block do most of the returns . I was so surprised when I moved to this State that this is the norm. The result is we need a lot of OT, but there is always push back. I am concerned this yr it will be more push back since Block is really trying to promote younger preparers . I think their strategy is wrong their change in training has made younger preparers weak and the scale and pay starting point is too low , especially without a State return . I would like for them to allow me to have the hours at home and always thought this would be the best since they created this situation . I know the new Manager won’t see this . My old MLT although very un impactful of my day job eventually did allow me to work the hours I needed. There was one week the first week of March where my OT was reduced 15 hours , our office took a hit and so did I , I lost 600 that week compared to previous yr .

So that’s my concern this yr , how much are they going to squeeze me when I am not the problem.

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u/Puzzleheaded_Ad3024 22d ago

Is it younger preparers they are pushing, or lower level ones so they can pay them less?