Some times I just want to cry

Try explaining SEER2, EER2, HSPF2, Capacity Rations to them, and then you can cry.

There are multiple methods to attach a vacuum docking station.....just saying!

It seems like every return we do is complicated and/or has an issue. Something we have to research and/or something that takes time. I don't know how Jim is doing returns that fast. Must be a different type of client there in Ohio.

The good news for the day - no colonoscopy pics today ------------- at least not yet.

Client number one e-mailed me back some information and I spent 25 Jim returns trying to cross reference to see if I could identify the unit.  I put on my energy credit Nazi hat for the research and I came up with --------- no credit for you!

I must say, though you are ready to cry, you just about made me laugh!

I though I was the only one going through this!

I am drawing a blank WHERE is the Input return tab

Information gathering and management feels like a pain for me too. I propose more discussions, and sharing of tips and tricks, after tax season.

Information comes from multiple sources and I want to learn best practices from people.  I get info from these and I'm sure many of you can share more ways clients send us email.

Email

ShareFile

Intuit Link

Phone calls

Text messages

Mail

Drop offs at my home office (sometimes without advance notice.)

(Some) Clients might not like to hear that you are human.  The best clients would understand the pressure we are under and would understand should you say something like "This is an issue that deserves more attention than I have. Would you mind if I extended your return?"  or "I have so much work piled up. Can you help me and research this or give me more information about this air conditioning systems?"

I try (try!) to bring some humanity - to both sides. They aren't perfect and deserve sympathy for not providing everything we need when we want it. We are human and can't provide everything clients need when they want it.

I recall a brilliant and hardworking CPA begging - literally - a client to not make her do the work he wanted.  She couldn't treat herself with respect. And her client saw her as a robot, a machine worker that he needed to get something done.

It is your own fault for "being good at Math " in grade 12. If you went to HVAC school instead you could be charging $11,600 for the same work. and you would now be one of the  COOL ...KIDS. Planning retirement in Florida. Like me.

Every year I cut off accepting new tax returns from existing clients on March 26th (tomorrow). It's trained my clients to get me stuff but a good 30%+ come in the last few days.  Then I'll accept missing info after that.

First client today - S Corp and personal. Brought his W-2 only.  Been busy, will get everything else to me. Second client both individual and estate.  Drove about 45 minutes to meet with me.  Left his bag of info by his front door.  Two clients so far and only one piece of paper to show for it.  Next client in a half hour has over 100 K-1's (he previously sold his business for $100 million and split it with one other owner) and is leaving for Italy tomorrow. He says he has some of it.

Waste of a day!