{"id":2489,"date":"2025-10-27T14:41:55","date_gmt":"2025-10-27T14:41:55","guid":{"rendered":"https:\/\/www.daysmart.com\/appointments\/?p=2489"},"modified":"2025-10-27T14:41:57","modified_gmt":"2025-10-27T14:41:57","slug":"customer-spotlight-tax-appointment-scheduling-software","status":"publish","type":"post","link":"https:\/\/www.daysmart.com\/appointments\/blog\/customer-spotlight-tax-appointment-scheduling-software\/","title":{"rendered":"10,000+ Returns Handled: How One Team Streamlines Tax Appointments"},"content":{"rendered":"
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\u201cIt was very customary to have 20 or 30 people waiting in line<\/mark><\/strong> before we opened, trying to get in the door. The appointment scheduling really helped.\u201d<\/h3>\n\n\n\n

– Desmond Leong,<\/strong> Director and CPA at Metro-St. Louis Community Tax Coalition<\/em><\/p>\n\n\n

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Preparing thousands of returns each tax season is standard for the Metro-St. Louis Community Tax Coalition (MCTC<\/a>). This line-out-the-door demand has made efficient appointment scheduling for tax professionals<\/a> crucial during the busiest time of the year.<\/p>\n\n\n\n

An essential community resource, MCTC is a Volunteer Income Tax Assistance Program (VITA) that offers free tax preparation services and education to improve the economic well-being of low and moderate-income households. MCTC coordinates about 250 volunteers across 25 locations in Metro-St. Louis, Northwest Missouri, St. Clair County, Illinois, and Camden, New Jersey. Together with a partner program, they complete around 10,000 returns each filing season.<\/strong> <\/p>\n\n\n

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Strength in Numbers<\/strong> <\/p>\n\n\n\n

Their continued impact adds up. Since 2004, the organization has prepared over 90,000 tax returns and returned over $135 million to the community<\/strong> through tax credits such as earned income, child tax education, rebates, and state property tax credits.  <\/p>\n\n\n\n

About 20% of MCTC\u2019s volunteers are active or retired professionals from the Internal Revenue Service (IRS). This includes the program\u2019s directors, Desmond Leong and Ronald Webster. Leong served for 38 years in the IRS Examination and Information Technology Divisions, and Webster served as an International Tax Manager. Over the years leading MCTC efforts, they have seen the organization evolve\u2014both in size and scheduling efficiency<\/a>.  <\/p>\n\n\n\n

Tax Season Challenge:<\/strong> A Daily Race Against the Clock  <\/p>\n\n\n

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Before using DaySmart Appointments, MCTC locations relied on walk-ins and manual scheduling. Lines of \u201c20 or 30 people\u201d at the door on winter mornings added stressors to the team\u2019s daily schedule. <\/p>\n\n\n\n

By relying on manual methods, they faced a triple threat of common scheduling challenges for tax professionals:<\/p>\n\n\n

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