Level 5

Extension Deadline Today!

Forum|Forum|1 year ago
October 15, 2024
2 replies
11 views

Does anyone have clients that are always, always procrastinators? How do you contact them? How do you respond to clients that drop off last year's tax information 10 months after and two days before deadline?

How do you deal with extensions that were not requested, but expected?

IRonMaN

Level 15

If they are dropping things off 10 months "after", my calendar would put them into November. But I'm just a CPA and not an enrolled agent so I could be wrong.

Slava Ukraini!

BobKamman

Level 15

@IRonMaN Ten months after, what? November would mean January, but the broker 1099's aren't delivered until February. Ten months after April 15 would put them into January of next year. But you probably know what you're talking about, I'm neither CPA or EA.

abctax55

Level 15

1) Yell at the client (two of them yesterday - but they are 'semi' family).

2) Bill the hell out of 'em.

3) Fire them.

4) All of the above.

UNLESS there's a really good excuse. One I'm finishing today only because his wife of 25 years dropped dead in March. He's a mess. And she (of course) was the one who always gathered the paperwork.

HumanKind... Be Both