Level 15

Question

I'm calling it a day early -------- really early

Forum|Forum|3 years ago
April 14, 2023
6 replies
25 views

I open up my e-mail this morning and see one from a client for a return that was done a couple of weeks ago. Oh, by the way, we have another dependent this year. Yesterday, I opened up an envelope for a new client. A long time client asks if we can do his son's return this year. No problem, but when I open up the envelope there are some tax documents for the son and on the bottom of the pile, there is a W-2 for someone else. Call up the client and he tells me, oh yeah, the son got married last year and that is his wife's W-2. Ok, no problem, I got the return done and it is waiting for assembly. Get a call this morning, the son that we didn't know got married also had a baby last year that we didn't know about☹

This is why I prefer working with retired clients. You just have to watch the obituaries to make sure they didn't die between the time they dropped off their stuff and when the return is ready.

ProSeries Professional

This topic has been closed for replies.

BobKamman

Level 15

Help your clients turn their children into adults by cutting the apron strings. Tell them they need to come to the office because you need to meet them in person to make sure they know the basics of being a tax client.

Advice I haven't always followed, but should have.

IRonMaNAuthor

Level 15

"Advice I haven't always followed, but should have"

Do as I say, not as I do 😀

Slava Ukraini!

IRonMaNAuthor

Level 15

As a side note, the son doesn't live in the area but dad does. Good clients, good people ----- sometimes you just have to smile 😁

Slava Ukraini!

rbynaker

Level 13

Wait until you find out that the kid built a server farm in his garage for mining cryptocurrency.

abctax55

Level 15

It has been the year of the 'bizarre' for my office; sounds like it's nationwide.

HumanKind... Be Both

IRonMaNAuthor

Level 15

"It has been the year of the 'bizarre' for my office; sounds like it's nationwide"

I didn't think I was special. At least I was hoping I wasn't special. I hate riding that little school bus all by myself.

Slava Ukraini!

BobKamman

Level 15

@IRonMaN wrote:

This is why I prefer working with retired clients. You just have to watch the obituaries to make sure they didn't die between the time they dropped off their stuff and when the return is ready.

A long-time client didn't come back this year, after calling January 31 to ask us to send our extended checklist. I checked the obituaries, and she died February 15. I had three elderly widows die this year, all of them at age 96 Another, though, lasted to 99, just a few months short of her birthday.

IRonMaNAuthor

Level 15

"A long-time client didn't come back this year, after calling January 31 to ask us to send our extended checklist. I checked the obituaries, and she died February 15. I had three elderly widows die this year, all of them at age 96 Another, though, lasted to 99, just a few months short of her birthday"

I had an aunt that for the last few years said she didn't want to live to be 100. She passed away in November, 51 days short of her 100th birthday. Sadly for us, she got her wish.

Slava Ukraini!

T

taxes96786

Level 8

This client needs to pay for each original, superseded and/or amended return you ended up preparing. This is why I send each of my clients a detailed quesrionaire each year and don't accept any documents until the have compiled everything needed.

R

rcooley25

Level 7

How does someone have a grandchild and not know about it?

IRonMaNAuthor

Level 15

They know it, they just don't think.

Slava Ukraini!

Sign up

Login with SSO

Let's get you signed in

Login with SSO