Discussion:Are my taxes done yet?

From TaxAlmanac, A Free Online Resource
Note: You are using this website at your own risk, subject to our Disclaimer and Website Use and Contribution Terms.

From TaxAlmanac

Jump to: navigation, search

Discussion Forum Index --> Tax Questions --> Are my taxes done yet?

Fsteincpa (talk|edits) said:

14 April 2007
Don't you just love the clients that call every day and ask this?

New response I've started.

Client: Are my taxes done yet?

Me: Have we called you yet?

Client: No.

Me: Well, then they are not done yet. We'll call you when they are done.

Bottom Line (talk|edits) said:

14 April 2007
I like that. I'll give it a try. The other two fingernails on a blackboard are:

What does it look like? It looks like a pile of paper. (I swear one of these days I'm going to say that.)

Is there a problem? Yes - there's a problem. The problem is that people (like you) keep calling me. The more time I spend on the phone talking to people (like you), the less time I have to get tax returns done. I'll call you when it's done! (I swear I'm going to say that one of these days too.)


A couple of years ago my husband volunteered me to be treasurer of our homeowners association. One of my jobs is to send past due letters to people that are behind in their monthly dues. I wasn't able to get the letters out for January & February. (These letters are not required by state law or the covenants and are a courtesy.) Had a woman yelling at me yesterday about why had she not been notified that she was a month behind in dues "until now". I'm usually a nice person but it just came out "Because I'm buried in tax season and have been working over 100 hours a week for the past three months!". Boy did she shut up! (Maybe I shouldn't be such a nice person)

Woodstock (talk|edits) said:

14 April 2007
"Are my taxes done yet?" ME: You mean, the taxes that you dropped off two days ago?

Death&Taxes (talk|edits) said:

14 April 2007
"They are in the queue." "WHAAAAA?" "The queue; the pile on the chair next to me. I think that's yours at the bottom."

Death&Taxes (talk|edits) said:

14 April 2007
This just in by email, his 4th in 3 days:

"Just checking in to see when we can discuss my return. I am available at your convenience. Sunday afternoon is good."

Do I dare tell him we want to collect shells over at Island Beach?

Kevinh5 (talk|edits) said:

14 April 2007
just snuff out his torch

JR1 (talk|edits) said:

April 14, 2007
Love it, BL. It looks like a pile of paper! Gonna remember that one...Now working on the ones I got yesterday, drop offs from Wed/Thurs...looks like maybe 6-8 to go...

Bottom Line (talk|edits) said:

14 April 2007
I have no idea where they get this "What does it look like?" I'm not even sure what they're asking. Do they think I enter a little info and then put it aside for a few days? That's like asking their car mechanic if he drains the oil and then comes back a few days later to put the oil back in the car or their yard guy if he cuts 1/4 of the yard and then comes back a week later to cut another 1/4. Maybe I should tell them that it looks like they owe four bazillion dollars.

Death&Taxes (talk|edits) said:

14 April 2007
Looks like a laptop screen to me.

JEllegate (talk|edits) said:

14 April 2007
I respect all of my clients (well, most all of them and I have a general respect for everyone...that's a motto I live by...nothing special, I just try to be a decent person). That being said, I ask the same in return (I expect to be respected too). In light of that, many moons ago I began telling clients about my "two telephone call rule" Upon their first call to me inquiring about the status of their returns I reply "they will be done in time...upon my time schedule...I've never let you down before...you've engaged me to prepare your returns correctly so that you pay the legal minimum tax and have them filed in a timely fashion. In doing so, I never agreed to allow you to dictate my schedule. So, your next phone call will be to either say that you're stopping by or you'd like me to return your documents because you'd like someone else to prepare your returns or, hey I got them in the mail...thank you!" I only ever had a handful of clients harrass me...they're no longer clients. Maybe I'm harsh..maybe I'm not but, I give everyone a choice and it's always worked out for me.

Deback (talk|edits) said:

April 14, 2007
I'm just sitting here waiting for the last three people to pick up (the 4th doesn't have the $70 to pay me, so she probably won't be here today). It's 12:45 pm and the other three have already been here today and picked up. I'm very antsy to get the heck out of here. I have all of the payroll work and two of my four monthly clients' accounting work done for March. I was going to do the third accounting job today (the fourth hasn't sent me her check journal yet), but I'm just not in the mood and/or don't have the energy. Should I call these three people and tell them to get their a$$&s over here now instead of waiting until 5 pm?

JEllegate (talk|edits) said:

14 April 2007
Tell them it's $70 if they pick it up within the hour or $350 if they wait until 5:00 PM!

Donnafoleytx (talk|edits) said:

14 April 2007
The client who said Sunday afternoon was good for them makes me think of my client who emailed to say that Saturday after 5:30 pm is good for them - isn't working until 9 pm on the weekdays good enough for them - now they want late saturday nights too?

RSRAGENCY (talk|edits) said:

14 April 2007
Just checked the msgs. Re:e-file. Surprise, surprise, IRS says client's dependent has already filed...(client is claiming his son from first marriage,age 17)...WHO FILED ALL BY HIMSELF!!! and didn't tell dad....Must re-do father's, now he owes... and says he can't pay the IRS...so guess I won't deposit his check yet....it DID bounce last year...

JUST WHEN I THOUGHT I COULD PULL THE PLUG!!! Does this mean, technically, I am NOT done, and can start swimming BACK to the island???

DJ

Kevinh5 (talk|edits) said:

14 April 2007
RSR, just convert father's return to paper file. Son is probably wrong, and son needs to amend, not father.

RSRAGENCY (talk|edits) said:

14 April 2007
Sounds better that way....son probably didn't receive much back. Better benefit for the father!

Thanks for the idea!!!

DJ

Death&Taxes (talk|edits) said:

14 April 2007
I am trying to figure out if I can rename a file in Proseries and refile (electronically) one that was rejected because I reversed birthdates of the two children and had it rejected. Client paid the tax and went off on vacation. Tax does not change because they were paying AMT so there was no deduction for dependent anyway.

PVVCPA (talk|edits) said:

April 14, 2007
Our firm's mission is to treat each and every one of our clients as if they were our only client. All we ask in return is for them to not believe this is true.

RSRAGENCY (talk|edits) said:

14 April 2007
D&T, even though it was rejected, didn't it offer for a correction to be made and just re-submit it?

DJ

Deback (talk|edits) said:

April 14, 2007
D&T - Agree with DJ. You should be able to correct the birth dates and resubmit. You don't need to rename the file

Kevinh5 (talk|edits) said:

14 April 2007
but we do want to know what choice names you had in mind.

Death&Taxes (talk|edits) said:

14 April 2007
No it said he claimed people who were not his children 'the dependent must be your son, daughter etc' Error Code 370...you are right, I had lost the second page of the report where it said I could refile.

Thanks you people with nothing to do: if you get on a plane now, you could be here helping. Take the Parkway from Newark to Exit 77 or 80 and don't run into any governors on the way.

Kevinh5 (talk|edits) said:

14 April 2007
oh, we've got something to do, we just would rather look at the internet than do taxes ourselves. That way we can laugh that we are not the only fools still working.

Death&Taxes (talk|edits) said:

14 April 2007
Right, so much fun printing a 27 page return which NJ will not permit me to efile because the partnerships did not file in NJ. I post when the printer is cranking.

Oh, and tell me about people sending data from faxes bought in the last century with the right and left quarters of the page 'foxed' and unreadable and then calling to see if I received it. They just came back from a trip around the world but cannot afford to buy a new fax.

JR1 (talk|edits) said:

April 14, 2007
WI still doesn't allow nonresidents to efile, and requires a Fed attachment. Every WI filer I have has an onerous Fed return, and must mail the thing in. Wondering when they'll see the light.

Kevinh5 (talk|edits) said:

14 April 2007
an onerous Fed return is still better than an erroneous Fed return

Death&Taxes (talk|edits) said:

14 April 2007
For Delaware you cannot efile with an estimated tax penalty: you must let Delaware compute it, so your client gets a bill, and they are faster than a second collection in the Church.

Alabama would not let us efile a part year return with wages from another state and VA would not allow an efile of a return claiming a credit for Delaware.

Szptax (talk|edits) said:

14 April 2007
received message from client at 6 PM yesterday - he had the final piece of information I have been asking for for a month. His message also included instructions on how to compute his estimated taxes. (Anyone guess its an attorney) He wanted to get together this weekend. I haven't called him back yet -I don't think he realizes the due date is tuesday.

Klesher (talk|edits) said:

14 April 2007
Just had one also - is a tizzy - thinking the taxes are due tomorrow

Kevinh5 (talk|edits) said:

14 April 2007
Last April 14th client dropped off his 2002 tax stuff.


You got it. Yesterday he dropped off his 2003 stuff.

Death&Taxes (talk|edits) said:

14 April 2007
Now another one: can't efile because she has Form 2439. So pdf extensions and tell her to pay. The single sheet pdf is the great boon this year for Proseries. Way to go, guys and gals at Intuit!

TexCPA (talk|edits) said:

14 April 2007
Friday: clients dropping off checks for extensions and picking up returns, nice break.

client sits in my office as we review the return and cell phone rings, she answers it, talks, hangs up, we start again, she answers, talks, hangs up, this happens four times, I kept saying 'thank god I charge by the hour, which is exactly what i told her. hehe

thanks for listening, isn't this GREAT !

Bottom Line (talk|edits) said:

14 April 2007
Kevin - These people amaze me. How do they manage to hold on to this stuff for that long but still be so disorganized that they don't file? Makes no sense to me. Look on the bright side. He's a day ahead of last year. Maybe his grandchildren will live long enough to file taxes when they're actually due!

Kevinh5 (talk|edits) said:

14 April 2007
I think they heard that if they file late they won't get audited.


LOL

Bottom Line (talk|edits) said:

14 April 2007
The old urban legend raises it's head again.

Death&Taxes (talk|edits) said:

14 April 2007
Slice open the Fedex package. Inside is a big brown envelope. Written on it is: "David, we know we are very late and apologize for the inconvenience." Translation: we searched all winter trying to find someone else to do it cheaper but couldn't. Alternate translation: But we want it on time anyway.

Of course, open that envelope and there is a folder taped together and inside that besides some W-2s etc, is another brown envelope with the husband's pack of lies.

btw: my favorite way to open an interview was "Sit and tell me your lies."

Bottom Line (talk|edits) said:

14 April 2007
I like that

Fsteincpa (talk|edits) said:

14 April 2007
i like late filers. they pay quite a lot. w-2 return starts at $150

CrowJD (talk|edits) said:

14 April 2007
Had client this year left some important info. out of the paperwork he gave me (on purpose). Anyway, when I finally got everything from him recently, he told me: don't worry, don't worry, just get it to me by the deadline. He calls me first thing this thur morning: I'm worried about the mail, can I stop by and pick up my stuff today (P.S. I don't use e-file, i know i need to get signed up). The big joke of it all is that this guy is one of several postal employees I get every year. So I rush and finish return for him.. what a life.

Death&Taxes (talk|edits) said:

14 April 2007
I have Mr & Mrs "Know we are very late" done Federally but since Blocks 15-17 of one W-2 show CA, AZ, NY, MA, MD, MN, MI, MO, OH, PA and IL, I cannot efile. Of course both CA and MN want a full copy of the 1040, and in MN he only made $600 but had withholding. The forests of America are groaning.

1040orbust (talk|edits) said:

15 April 2007
I have a client whose brother manages his rental properties. His entire return was in & ready several weeks ago, but I have been waiting on the rental schedules from the brother. The brother finally sent them Thursday as an email attachment... the bottom said "P.S. Hurry!" Gotta love it. Then he proceeded to call me and explain that I probably needed to send it two day air & ask his brother to fax the efile paperwork so that I got it in time to file. He told me I needed to "manage my client" to make sure everything was done on time. After I finished laughing (outloud in fact, couldn't help it) I told him not to worry, I am perfectly capable of handling that end of things, I am just not able to make up rental schedules out of thin air to file earlier. He shut up. :)

Bottom Line (talk|edits) said:

15 April 2007
That's why I train mine that anything that comes in after 4/1 gets extended. That also includes any paperwork I'm waiting on. I refuse to allow them to dictate my work schedule. If they want to go down the street, that's fine. (Yes - I'm getting cranky at the end of season)

Taocpa (talk|edits) said:

16 April 2007
Long time client drops his stuff off Thursday night. He calls tonight and I tell him to call me tomorrow. At 9:35pm tonight 04/15/07, there is a knock on my door. It's him and he wants his return done tonight. I swear if my 6 year-old daughter wasn't standing right next to me, I would have killed him.

PVVCPA (talk|edits) said:

April 16, 2007
Tom, that is unbelievable. I would totally help you hide the body. Where do these people come from?

We had a lady come in this week. 10+ year client. Hasn't paid us for her 2004 & 2005 return that we did last July. She has been receiving monthly statements with finance charges from us. Hasn't returned any of our collection calls.

I told her that we cannot do this year's work until we get paid for last year. She says, "All I need is an estimate for my extension." I tell her, "No you need to pay us first." She attacks me saying I am unethical because I waited until 4 days before the deadline to tell her that I would not do this year's return.

I need to get a new dictionary, because I think they must have changed the definition of unethical.

Michaelstar (talk|edits) said:

16 April 2007
Paul - some people are just so damn self centered in their big SUV's with the cell phone stuck in a place where the sun don't shine that they just do not understand why us low life tax preparers do not cater to their every whim. I'll bet she never opened up the mail you sent to her. And to call others unethical - who raised those kids?????????

PVVCPA (talk|edits) said:

April 16, 2007
Hey, Michael! How did you know about the SUV & cell phone? As a matter of fact, she is in real estate. You must be psychotic?

I would have told her sooner but she missed her first two appts in early March.

I really want to take her to small claims, but I know my E&O guys will talk me out of it.

Doug Phillips (talk|edits) said:

16 April 2007
Client says "due date is not until Tuesday, and all you got to do is hit a few keys on your computer".

TaxNerd (talk|edits) said:

16 April 2007
Yea, the next one that says "Mine only takes ten minutes..." I might go postal on his a**.

Death&Taxes (talk|edits) said:

16 April 2007
I was dozing at 6:30am. The house is surrounded by water, but nothing stops the phone from ringing in a office at the other end. Now what? I tiptoe through the kitchen lest the caller hear my footsteps somehow, and hear Neil, this pedantic criminologist, whining into the message machine 'I think my email is down so I was wondering if you had received my fax and if there was enough information to file my extension.'

I want to pick up the phone and ask him if he'll pop over and put the coffee on while I shower and get dressed. It's going to take me a while to remember if 'hot' is on the left or right, and which way the zipper in my pants faces.

Taocpa (talk|edits) said:

16 April 2007
Here's what amazes me. Client knocks on my door late (see above post), he's getting money back and he is still trying to come up with deductions for more money. I just got off the phone with an 85 y/o client, who owes $15K and she couldn't have been sweeter. She knew she owed, she dropped her return off 4 weeks ago and because she was sick, I didn't bother her with this issue. But it's so nice to have someone who appreciates your efforts and knows the score. She just turned 85 yesterday and for being so nice about this, I gave her a discount so she could treat herself to a nice dinner. She is the kind of client I love.

Tom

RSRAGENCY (talk|edits) said:

16 April 2007
D&T...I just read your post from Saturday.....You need help>> I'm at EXIT 136....Be there as soon as I find the canoe!! Water's up to the deck stairs in the back yard!! Towns all around have closed...

DJ

Death&Taxes (talk|edits) said:

16 April 2007
Pam's daughter-in-law is an admin. Asst at Bedeson & Co, a CPA firm in West Orange and commutes from up NW Passaic County near Warwick NY....she usually leaves about 7:15.....she is still on 280 trying to get there at 9:45.....23 was closed, 287 backed up and so was 80 and 280....right now rain is mixing with snow here, and our copier went down yesterday. None of the control panel keys function. Actually a copier is not as critical a tool as it used to be.

We are 8 feet above sea level, pay 1500 a year for flood insurance, and have water all over the 'low spots', but a client made it late yesterday from Cherry Hill.

Thanks for the offer....I do know better....in 2002 a colleague showed up to help on a last day; it was not worth it for we all have different working habits.

RSRAGENCY (talk|edits) said:

16 April 2007
D&T..I know what you mean....we all have our 'system'...and the copier?! Last year (February) my Canon PC6-RE that I had since 1993 finally copied for the last time. I replaced it with a Xerox Copycentre 2 $1200...lasted till July when the hinge cracked...had to pay $90, for the call/replacement...THEN...this March....darn thing turns on with some message about the heating core....call for service....Yeah! I've been using my $79 scanner and believe it or not....I DON'T NEED THE COPIER for what I need to do!! What a shame! Who knows what the service will cost!!!

The water is 2 feet deep in the back yard..last night we panicked because it began to lightning...if we lost power the sump pump that's been pumping every 50 seconds would stop....basement would flood...and I would be kissing my sewing business good-bye!! We ran down and took everything we could up off the floor...Needless to say it was a VERY sleepless night! I've even had to bring in the window boxes as the stupid squirrels are NESTING in them...cute for the kids to watch, but....

So, I guess I'll stop looking for the canoe....hope you're about done. I have to go back down to the laundryroom and pull out a client that didn't come back last year.. thought they probably went to someone in NC, where they lived....No, they died.....so daughter came in Saturday with info for 2005 and 2006.....So, I'm back to work...uh,oh, it's raining AGAIN.....

DJ

Birdman (talk|edits) said:

16 April 2007
I just had a good laugh. it's monday at 8am. client just called and said that he is leaving on vacation tonight, so he was calling for my fax number to send his schedule c info. Silly client.

RSRAGENCY (talk|edits) said:

16 April 2007
What a hoot! How do these people exist??? I'd like to see how much they all pay in LATE FEES all through the year!!

DJ

RLS (talk|edits) said:

16 April 2007
Nothing ever ceases to amaze me. I had a new client come into my office last fall. She hadn't filed her taxes since her husband died 12 years ago but she wants to get things cleaned up. We filed her 2005 and she recieved a refund of $4,800. At 11:00 am today she calls and wants to know what year she can go back to and still get a refund. She is going to work on the information and get back to me today. I know that I'm crazy for not telling her what to do with it.

Laticiaw (talk|edits) said:

16 April 2007
You tell her that she didn't file before...bet to leave sleeping dogs lie...you never know, she may end up Owing money -- and then whose fault is it? Yours because you told her to go back to that year...

RSRAGENCY (talk|edits) said:

16 April 2007
I had the same situation YEARS ago...I had the ex-wife for the first time, ..never knew about the husband...then he comes in with about 6 years worth of paperwork,...did ALL the returns, and EVERY year there was a refund of between $3 to $4K, of course only the last 3 would count....But the kicker.....HE NEVER PICKED UP THE PAPERS!!!! And the worst......I NEVER GOT PAID!!!!

Learned real fast that from then on I secured a retainer BEFORE I'd begin anything that involved!! I think the papers sat here for a few years...finally gave them to the ex.....either that or I would have tossed them!


DJ

Inagpurwala (talk|edits) said:

16 April 2007
You are the lucky one getting calls from the clients to see it return is done!

One of my clients dropped off papers two weeks ago. Since then I have not heard from her. I have left at least 10 messages. She changed cell phone number, but did not tell me. Even though I had asked her if there are any changes from last year including address/phone number. She owes to Uncle Sam and Governeter tons of monies. According to her boy fried, she will call back soon. Finally last night I filed for extension.

IshaqInagpurwala 14:27, 16 April 2007 (CDT)

Taocpa (talk|edits) said:

16 April 2007
I am sitting at my desk, phone rings and it's a major newspaper in my area. They are calling about a small non-profit client ($200K or less annually) on whom they received an anonymous letter accusing the executive director of mismanagement. She says, "I know you must be busy, but..." I said no I am just sitting here fishing. I then tell her I can't answer any questions about my client as that is confidential information and you will need to call them and get answers from them. It's a ridiculous waste of their time to pursue this, there is nothing there.

PVVCPA (talk|edits) said:

April 16, 2007
Had another non-paying client drop off his stuff 3 weeks ago. I told him I needed to get paid for last year and this year before I do any work. He said he didn't have any money. I remained silent. He then said, "Well, at least I feel good that I got my stuff in to you on time."

Hey! Who cares about honor & integrity, as long as you feel good about yourself.

RSRAGENCY (talk|edits) said:

16 April 2007
It's amazing, isn't it??!! I remember years past I had to tell a client that she owed money to the FED....she practically screamed at me while saying, "OH, and I have to pay you, too???"

Nah, this is a charity...I only collect when you have a refund>>>DUH!!!

DJ

Death&Taxes (talk|edits) said:

16 April 2007
Ah, my pettyfogging lawyer just called....Mr. 3rd Degree. He's ready to get an extension and wants to fax me the K-1 but give me his investments over the phone......then he says 'I owe you some money, don't I?' Now I remember that he has not given me the information to complete 2005 either, and owes me for 2004 and maybe 2003, yet his interest income is 32K.

He calls the day before the deadline every year but rarely finishes the returns until the IRS sits on him. I liken him to the members of that new religion, the Nazi-Quakers. They declare war every Friday then refuse to fight.

TexCPA (talk|edits) said:

16 April 2007
Hehe

Client finally calls regarding extension, sent emails and courtesy calls, promises me that she will not need another extension, I told her; well your in luck, I'm only giving you one this year, it would be too confusing to explain that no additional extension is required.

Can't wait until wednesday !

Bottom Line (talk|edits) said:

20 April 2007
Phone rang all weekend, Monday & Tuesday with "Did you do my extension?" "Yes- I told you I was going to" "I was just checking. Guess you're real busy....."

Wwtaxes (talk|edits) said:

20 April 2007
After not being able to discuss S Corp books with client for over a month (they were busy with a new baby that came early), I did their taxes as best I could with what I had to see if they would owe anything, and finally left one more plea on Monday to get me their info for their personal taxes. I got a response with about half of it today. Good thing they won't owe.

Cristalblue (talk|edits) said:

9 May 2007
So how long should one wait to receive confirmation that their taxes are done yet? My accountant still hasn't sent me my taxes (he says they are e-filed) and it's been weeks. I sent him my documents in mid-March and have already paid him. Should I be concerned?

Kevinh5 (talk|edits) said:

9 May 2007
You should ask what the timetable for getting them done is. Perhaps he is not even in the office this week and after filing extensions doesn't start back up on taxes until June. It is reasonable for you to ask for an approximate date that they will be finished.

Bottom Line (talk|edits) said:

11 May 2007
Sorry Kevin but I'm a little concerned about this. Sounds like a 1040 that the accountant got in mid-March. The accountant says the return has been efiled but the tax payer hasn't seen the completed return. I NEVER efile a return until the client has seen and OK'd the return. Apparently the tax payer doesn't even know if she's getting a refund or owes money. It's been a couple of months and Cristalblue has had no contact other than "the taxes have been efiled". I'd suggest calling the accountant and asking for a status report. Cristalblue may also want to call the IRS to verify that the return as in fact been efiled.

Kevinh5 (talk|edits) said:

11 May 2007
I think Cristal posted this same question elsewhere and got a very detailed response from many. My response here was to give the benefit of the doubt to the preparer. I agree that no return should have been efiled without a PIN or signature. I was assuming that we were about the 3rd or 4th in line playing the "telephone game" and that something didn't translate completely yet. Now I've lost the rest of you folks. See how easy that is? What in the heck does playing telephone have to do with taxes?

Sandysea (talk|edits) said:

11 May 2007
I agree...give the preparer the benefit of the doubt in this one.....

Bottom Line (talk|edits) said:

11 May 2007
She did post this elsewhere and Kevin's right, it did get many responses. I've been out ot the office for a few days (usually Tues, Wed, Thurs of each week) and am catching up on my Tax Almanac!

To join in on this discussion, you must first log in.
Personal tools