Level 7

Question

Last Minute Rush

Forum|Forum|3 years ago
April 10, 2023
11 replies
92 views

I hope you good people are having better luck with the last minute rush this year than what I am.

I cannot believe the stupidity of the people who are calling in.

I just had a call from someone who was giggling over the fact that she waited so long this year as if it was funny.

Here we are 8 days before the deadline and she would be lucky that anyone could fit her in.

I gave her a date of April 12th and she said she could not make it.

Needless I told her to go someplace else.

ProSeries Basic

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PATAX

Level 12

Good job. You should have sent her to Chuck E Cheese's to get her tax returns done.

IRonMaN

Level 15

There is no last minute rush. The rush is to get the mountain of returns done that are piled up waiting for me to get to them.

We are going to quit answering the phones and just leave voicemail messages saying that we are on vacation and will return on April 20th ------------------- just to add stress to the lives of people that add stress to our lives by dropping off piles of garbage they expect us to make a rose bush out of. For the record, for the millionth time this year, yesterday I opened up a return with a 1099S for $130,000. Just the 1099S. If anymore are in my pile, I am just going to file their returns showing the 1099S as proceeds with zero cost. If they don't think it is worthwhile to provide any cost details, I'm just going to go with that 😠

Slava Ukraini!

R

rcooley25Author

Level 7

And all of Gd's People said Amen

dascpa

Level 11

Stupid client # - - -

Sent four returns out last week - parents, two kids, mom. Email this morning. I decided to take a quick Easter trip to Italy. Can you DHL all four returns to Italy and I'll sign them right away. Hmm, you're out of the country but the kids aren't, the mom isn't and no, I'm not reprinting everything and finding a DHL location.

IRonMaN

Level 15

I had one a couple of weeks ago. Dropped stuff off and I talked to him for a couple of minutes. A couple of days later I have a voicemail. Can I do an extension for them ----------- evidently at the last minute, they decided to meet up with your client in Italy.

Slava Ukraini!

BobKamman

Level 15

What's the rush? It only takes 5 minutes to file most extensions.

If stupid people are calling -- what does that say about you?

dascpa

Level 11

Maybe it takes you 5 minutes because all of your clients are basic and easy. Last night I had one with over a dozen states. I had another with five states with PTE. Today I have one with 17 K-1's. So don't put all clients into one category.

BobKamman

Level 15

The easy ones take 3 minutes. I suppose there are some OCD practitioners who insist on preparing the return before filing the extension, but I know you're not one of them.

Jim-from-Ohio

Intuit Community Champion

I have learned to love extensions.. at first I was against them for fear of clients not wanting one and going elsewhere but I switched my voice mail two weeks ago to say that there are no more appointments available until after April 18 but if you would like to have me file an extension for you we can then meet after April 18. So far lots of people leaving messages for me to file that extension. extension list up to over 100.. spreads some work out and helps me not go into my normal post tax season let down as I love tax season and am sad to see it end.

IRonMaN

Level 15

But you won't love them as much the year that a bunch of those have balance dues that weren't paid with the extension.

Slava Ukraini!

L

linda2

Level 6

I'm not sure why clients think it's funny that they are late. Do they think we are sitting around with nothing to do, just waiting for them to drop on by?

dascpa

Level 11

No. They don't think it's funny, they've become extremely lazy. The perfect example - I need a copy of my last three year's tax returns for the mortgage refi. Yeah so, I give you a copy each year. I know, they're somewhere. I know you have it in your files. It's not that we can bill them. That's not the issue. It's the hassle.

I track how many redo's on returns I have to do - my fault, client fault, investment house corrected 1099, etc. First year I ever hit 40 redo's. It's hard enough to get it done once. But a second time?

L

linda2

Level 6

I agree--it's laziness and an "I don't care" attitude.

We also get calls for copies of returns. I do remind them that we give them a copy every year but they are too lazy to look for it. So we have to take time out of our day (unchargeable) and get it for them. Quite annoying.

We've started a list of clients we are firing. Some are just not worth the time or hassle anymore.

Skylane

Intuit Community Champion

Last Minute Rush? …. Fireball related or something else?….

Client sent his paperwork last Thursday with a note apologizing for being so late…. Had somewhat of a windfall year… cashed in RSUs, NQs and more…. I had the sticker shock talk with him today…. You may want to liquidate some assets… you owe about 106K…. Good news… the estimates you paid were sufficient that there is no underpayment penalty…. You made the money, you have the money… you’ll pay it next week.

If at first you don’t succeed…..find a workaround

Skylane

Intuit Community Champion

… and then, today, there’s the idiot who consolidated his stocks (formerly held by comp u share) with a local financial advisor… has the same 25k 1099 div income but is now paying 8500 advisory fees… no trades… nada…

how much you want to bet the FA will try to liquidate some or all of the stocks in favor of funds and ptp’s … guess i have to have a chat with him…

If at first you don’t succeed…..find a workaround

BobKamman

Level 15

A client tells me about trying to help out an elderly relative. She isn't worried about him being vulnerable because his "wealth advisor" keeps an eye on his finances. I tell her about FINRA and its Broker Check. She mentions this guy is with this outfit in Minnesota that will remain nameless, but I have seen their lack of supervision before. Curious myself, I look him up and there are 67 disputes on his rap sheet, including many with a six-figure payout. To his credit, the most recent was in 2006, for events several years before that, so maybe he got religion.

Another client, 96, sells her house and puts the proceeds in "managed accounts" at places whose names start with JPM and Fi. After $5,500 of fees, she ends up with $11,000 of dividends and $18,000 of net short-term loss. Now there's a reason to live to 100 -- claiming $3,000 a year.

abctax55

Level 15

@BobKamman "...I look him up". Would you share 'where' you look this up? I have two that I am very suspicious of, and after next week's insanity I'd like to follow up.

HumanKind... Be Both

B

baflowers

Level 4

Good for you!. The thing in our office is dropping off late and telling me "it's just 2 W2's" or the kids will have to wait also? Yes Yes Yes... A lot of balances due this year. I guess the Administration is getting the stimi's back one way or another. I am ready to tell a few of my long time clients goodbye. They have become the worse! One client telling me that the company in CA didn't compute the state wages and wants me to "figure them per the days she was there, half day here, half day there, etc. Ah no.. get the wonderful people at ADP to learn their job and compute it. And give her the 4/18 estimates due for CA. Be glad to do an extension while waiting on the corrected W2. I'm about to go Judge J on some of these. 25 years private firm and just don't have the patience, maybe I should retire April 19th and leave them hanging like they do me. Don't even get me started on the lost emails that go to Gmails...

L

linda2

Level 6

Really makes you not love your fellow man/woman at this time of year!

dkh

Level 15

Had message from client last week, wanted a massive favor from me. Asked me to email them a copy of this years return because they had things piled in front of their file cabinet which would be a bothersome task to move. Plus needed that day for a deadline to get bank approval on a loan to purchase some property.

Guess what I did.............NOTHING !!!!

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