Discussion:Does it bother you, like it bothers me...

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Discussion Forum Index --> General Chat --> Does it bother you, like it bothers me...


Kevinh5 (talk|edits) said:

7 April 2009
1) When someone names their business something with religious overtones, then has conduct unbecoming a follower?

Perhaps these people truly don't know that they need to claim all of their income and keep good records? And that they just can't 'estimate' contributions as '10% of everything I made'. I guess I expect those with religion to be MORE honest than the general public.

Speaking of which, got a new minister for a client yesterday. You guessed it. Lots of errors understating tax liability on prior year's self-prepared returns.


2) Is there a full moon this week or do the crazy weird questions just all come up this time of the year?

People who haven't filed in 4 or 5 years all of a sudden need everything by Thursday. People whom you did 5 years worth of returns for three years ago drop off IRS letters indicating that they have never sent in those returns and are being assessed SFR non-filing penalties. People who haven't a clue what their own Social Security number is. Or that have a rental and take in 'about 1,000 a month all year per apartment - 2' and then you see another sheet of paper where they've written 'I live in 1 out of the 4 apartments in my house' leading you to believe that there are indeed 3 rental units.


3) People who drop off zip-sticks, thumb drives, and CDs with 'all of their data'. Where you spend an hour trying to open up the files - converting to your version of software or paying to upgrade to their version. All of this and they could have just printed you two pages because that's all you really need. But they wanted to 'save you time so my fee would be lower' so they give you the zip stick/thumb drive/CD. This year I even had one new client have her old accountant email pdf files of her past year's returns. But that file is encrypted and the password is what THEY think her Social Security number is, which is different from what she thinks it is. And she's got no paperwork with any SSN in the file.


My receptionist said that I had a lot of patience today. I told her I'm on borrowed patience already. I've borrowed into June by now.

Genskitty (talk|edits) said:

April 7, 2009
Kevin, your receptionist is right you know. You do have a lot of patience. I'm actually surprised that you did not blow up at any of them yet.

Death&Taxes (talk|edits) said:

7 April 2009
Kevin, you forgot

4) the idiots who send you 30-40 page pdf files where half of the pages are boiler plate from brokerage accounts, including 'this page is intentionally empty' or the jerks whose fax puts a black line down the center of the page and causes smudges.

Brock And Associates (talk|edits) said:

7 April 2009
Is it a full moon? I seem to be finding lots of zombie clients today as well......


Weird!


Michael

Kevinh5 (talk|edits) said:

7 April 2009
5) Clients with brokerage accounts with scads of securities sales with absolutely no indication of basis or holding period. If they're paying a broker either a commission or a fee, why can't that person make an excel spreadsheet for them? Oh yeah, it would be on a zip-stick or thumb drive. Encrypted.

Death&Taxes (talk|edits) said:

7 April 2009
And in that case, Kevin, usually it was the same broker who moved the stock to various brokerages he worked for but never kept records of cost, so the stock bought in 1998 at Merrill went thru Morgan Stanley, Wachovia before being sold at Raymond James.

On this line, a rave for the improved performance of Wachovia in giving gain and loss statements this year.

CrowJD (talk|edits) said:

7 April 2009
"Perhaps these people truly don't know that they need to claim all of their income and keep good records? And that they just can't 'estimate' contributions as '10% of everything I made'. I guess I expect those with religion to be MORE honest than the general public."

Organized religion today has become the last refuge for scoundrels. I watch some of these cable TV religious programs, and I literally get sick to my stomach. I have even considered calling my local politicians (who I think have some say over cable service), and lodging a complaint against some of these "ministers", many of whom are nothing more than slick con artists.

Sen. Grassley may be a meddlesome old school marm, but he was "right on" to go after some of these organized racketeers in the religion game. The only problem is that he seems to have caved into pressure before the job of cleaning it up could be completed.

A fish rots from the head down, and I truly hope there is a hell for some of these crooked ministers. A little justice while they're still on earth wouldn't hurt either. I apologize in advance for the strong language.

Kevinh5 (talk|edits) said:

7 April 2009
one of the ministers who came in yesterday to have his taxes done said 'I put cash in the offering plate in addition to what shows on my statement from the church'. Yes - one of my minister clients who came in yesterday. Seems there is a special on taxes for ministers during Holy week, as 3 came in yesterday.

'How much' I ask. "Whatever the Lord tells me to give." is the answer. Now put THAT on a Schedule A. The Lord is telling ME that this guy needs to keep better records.

Genskitty (talk|edits) said:

April 7, 2009
CrowJD, don't ever apologize for saying how and what you feel is right.

CrowJD (talk|edits) said:

7 April 2009
It's a sad day when the local tax pro has to lecture the local minister about morals. It gives you a inkling of an idea of what we're up against practicing a profession in this society.

I have also seen the "characters" that have a religious name for their business, or put a religious symbol on their Yellow Pages ad. I usually avoid these people, because I have to wonder why they wear their religion on their sleve.

Fsteincpa (talk|edits) said:

7 April 2009
But it's ok to sin all week as long as we just go into that little box and confess all our wrongdoings so we can just start the week sinning all a fresh like.

Taocpa (talk|edits) said:

8 April 2009
Kevin,

I will give you a big AMEN to that!

My priest clients are well trained. They get documentation. They don't give me anything without a receipt. It's basically the rule and they know it. They are scared of the IRS.

I also can't stand when clients give me things on thumb drives, CD's, DVD's, etc., because they use different programs or they have viruses on their stuff that gets onto my system. Their kids will have used them and I wind up getting infected. Happened a couple of times. Annoyed me to no end as I lost a whole day twice cleaning off my system.

Fred, Jesus was all about love and forgiveness. Those were his main messages. That little box may seem strange to a lot of people, but some find a world of relief in it.

Tom

Brock And Associates (talk|edits) said:

8 April 2009
Man has prostituted everything he has come in contact with...the Earth, his own body, etc., including and especially religion. Just keep in mind that God didn't make denominations, man did.


In the defense of fellow Christians and Ministers, they are human and prone to mistakes like the rest of us. The whole point of the Bible is that man cannot be perfect. I have attained the closest thing to perfection on Earth (wow what was that...there was this giant streak of light and my jeans are smoking! :D). Now as for the shysters that are stealing money....man, I wouldn't have the guts to do that.


Look up the repentant thief in the 23 book of Luke verses 39-43. Don't listen to the TV preachers or me or anyone else....see who Jesus told "today you will be with me in Paradise" and what that person did to attain that. Not works. Not even Baptism as some religions say. He didn't confess to a Priest. He recognized Jesus and his lack of sin, recognized his personal sin and culpability, and simply asked Jesus to "THINK" about him. God extended his love to him. Simple and complete plan of salvation verified by Jesus himself. Enough preaching, its just that it is Easter and this is my favorite passages.


Michael

CrowJD (talk|edits) said:

8 April 2009
It's true that Jesus is about love and forgiveness. But, you shouldn't take undue advantage of his generosity. He's not to be mocked. It seems that some of these ministers are asking for a little too much forgiveness nowdays. Perhaps they should try practicing the faith they preach, and they wouldn't need as much of this foregiveness.

One of the big problems with the Church is that it got all wrapped up with worrying about sexual morality, and forgot that there were 9 other Commandments. One of them says that there is but one God; have no idols. The green stuff in your pocket can become an idol just like the Golden Calf in the Old Testament. You don't hear much preaching about idolatry these days.

Death&Taxes (talk|edits) said:

8 April 2009
Getting back to the idiots and away from men of the cloth, I see my only Montana client, and not Hannah, emails me about 25 jpeg documenets.....nothing like sitting there hitting about ten keys to get them to open, try to read the poor quality, print them etc.....and do you notice few stack pdfs, but rather send 10-12 individual ones.....so much fun, open, read, post, close, open read, post close.

JDN Tax (talk|edits) said:

8 April 2009
I have a client that had numerous stock sales that his wife does and he nor she has no idea what the basis is on any of it, so I continued to tell him that she needs to get this info from her broker. The reply I got was that "I don't think we can get it"(just being lazy). Perhaps they thought I was going to do it. NOT. I then told him that I will have to show it as all income then. Boy how quick his tune changed. I got the info within a few days.I also had two clients this season who haven't filed returns since 1997 and 1998. One had refunds due and the other owes on most of them. What to do? A week to go. Hang in there all

Brock And Associates (talk|edits) said:

8 April 2009
Crow,


I am with you my friend....just last week our pastor gave a sermon on the idols of your life. Cars, money, wives, husbands, homes, vacations, etc.


I agree and even in my town, there are a LOT of so-called pastors that are nothing more than scamsters. God is not mocked and I would hate to be them some day. But for every fraud, there is a pastor like ours who is a very honest and good man.


Michael

Wwtaxes (talk|edits) said:

8 April 2009
Just because they are ministers doesn't mean they're organized. They have the same likelihood as anyone else to think that it's just not important to be accurate with these "numbers" we ask for. I've about had it with the 'don't bother me, I'm busy' attitude I get when I ask clients for information. I called one for a loan balance that was 27K and some change last year. First he tells me 34K - even (like that's going to happen). Then I ask him why it went up, and he took out more. But then I get an email that the balance is - ready for this - 'the same as last year, 27,000'. Like the digits in the last 3 places aren't really important. I can put up with all the stupidity, but I get really ticked off when they act like you're bothering them or that they're doing you a favor by answering your requests.

Brock And Associates (talk|edits) said:

8 April 2009
Yeah WWTaxes....I had the same thing out of a new carpenter client. It was like I was bugging him asking him how much his this or that deduction was. Funny people.


I keep telling my wife that if they were as organized as we are, they could do their own taxes. Comes with the territory I suppose.


Michael

Southparkcpa (talk|edits) said:

8 April 2009
What about the "Overly liberal, bumper sticker, types". Fine , no problem ( I make no political comments here) however you want higher spending on social programs, entitlements, schools BUT as long as you don't pay for it. One of my clients (X Client) was a huge Hillary supporter and spoke of national healthcar, more spending on education, evil corporations etc.... yet his S Corp books looked like a cesspool of personal expenses. Wanted to write off his RV, tons of T and E, equipment purchases that were clearly not solely for the business etc.

We disagreed over his return and parted ways.

Brock And Associates (talk|edits) said:

8 April 2009
Southpark....


I REALLY REALLY loathe those types. Anonymously report them to the IRS for audit! :D


Michael

CrowJD (talk|edits) said:

8 April 2009
When you see all these Democrats from my party that can't even qualify for an appointed position in the Obama administration because they are basically tax cheats, that is especially hypocritical, I agree. Especially when they get a free pass and get appointed anyway.

Nevertheless, I still stronly support these social programs. If you want to step out of your house, eat out, go the the mall, then you want your neighbor to be healthy so you don't catch something he's got. Give a man a job, and maybe he doesn't end up in prison. So, you pay for your gated community, your prisons, your police, OR you set a level of support where people don't have to turn to this kind of lifestyle.

Fsteincpa (talk|edits) said:

8 April 2009
Wow, politics and religion in one thread. Sweet. lol.

Kevinh5 (talk|edits) said:

8 April 2009
and tax too!!!

Deback (talk|edits) said:

April 8, 2009
"When you see all these Democrats from my party that can't even qualify for an appointed position in the Obama administration because they are basically tax cheats,"

What do you mean, they can't even qualify? How do you think they got their jobs?

D'Nero (talk|edits) said:

8 April 2009
The thumb drive is the new shoebox, jpeg images replace illegible handwriting and the moon is full from April 2nd through the 12th.

Fsteincpa (talk|edits) said:

8 April 2009
i like those JPEG images.

Harry Boscoe (talk|edits) said:

8 April 2009
"Does it bother you, like it bothers me..." Not at all. I've got PBR.

D'Nero (talk|edits) said:

8 April 2009
Yes. If it weren't for PBR we would spend the second week of April with glazed over looks on our faces akin to "Smilin' Bob".

I miss the days when PBR was still in WI and gave downtown Milwaukee it's own distinct aroma.

Kevinh5 (talk|edits) said:

8 April 2009
I still don't get those "Smilin' Bob" commercials. Just because he CAN do something doesn't mean that his wife will let him.


Or is that just MY reality?

D'Nero (talk|edits) said:

8 April 2009
What about his neighbor's? There we go, back to religon - coveting thy neighbor's...

NMexEA (talk|edits) said:

8 April 2009
Oooooh...I dunno...

A lot of religious observance is largely performed for its emotional value. I mean, for example, when some mega-church pastor teaches his enormous flock that the Bible contains the literal words of God, I don't think any of them really believes this; if they did, wouldn't they be crowding into the Hebrew classes we offer at my synagogue?

But they don't; they can't be bothered. So I think what they really believe is that they SHOULD believe this stuff and that makes them feel "right" because they know the "truth" while everyone else is "wrong".

It's that feeling of affirmation of moral superiority that they are paying their pastor for and I suppose it's worth it to them. Sorta like, I don't know, golf, maybe?

Fsteincpa (talk|edits) said:

8 April 2009
Hey, you want to hit someone on their religion, that's fine. I'll even jump in, but don't go and knock a good <or even a poor> golf game. That just not right.

CrowJD (talk|edits) said:

8 April 2009
What you talkin' bout? It took the Catholic Church until 1963 to put it together that Jesus was a Jew, and lived and died as Jew.... and they were ahead of the pack. As remarkable as it is, very few Protestants realized that Jesus was a jew until relatively recently (I mean really let it sink in), and Jesus saw himself as a jew until he died. In Jesus' mind, he (perhaps) saw himself as Messiah for the Jewish people, certainly not for the goyim.

Jesus Christ would not even have known what the word "Christian" meant. He was a Jewish teacher, a Rabbi; it's possible that he thought that he was the Messiah, though that is not completely clear. For instance "Son of Man/Son of God", an expression he used to refer to himself, might have been used in a different sense in those days e.g. all male Jews saw themselves as Sons of God.

NMexEA (talk|edits) said:

8 April 2009
Golf is a no-no? How about curling, then?

SoCalEA (talk|edits) said:

8 April 2009
How about the client with the schedule c that writes on his organizer "same as last year +3%" for his expenses...

Brock And Associates (talk|edits) said:

8 April 2009
How about the client who:

1) Accidentally forgets he didn't file from 2002 - 2006.

2) Waits until the IRS puts leins on his assets to call you.

3) Arranges a meeting, throws the package your way and says he has another appointment to make.

4) You find total disarray with not enough information to file any single year thanks to missing, well everything.

5) When you find out that you don't want to deal with him and try to return his information, he won't return calls so you have to mail him back his records.

6) He has a CPA do the taxes, who files standard deductions for him (because no single year is complete)

7) He doesn't like the results of the Standard deduction, which is exactly the same as the SFR prepared by the IRS and he comes back to you to get you to file the returns (again).


Only this time you happened to have bought a minivan as a result of your other minivan breaking down and consider taking the work now.


Michael

Genskitty (talk|edits) said:

April 8, 2009
NO golf, no curling. It's fishing I tell ya it's fishing. Give me a fishing pole anyday and i'll be a happy little camper. Yes sirrrreeee!

Waynecpa (talk|edits) said:

8 April 2009
Or the client who forms an S-corp in 2007 to avoid self employment taxes and comes in to your office in March 2008 for tax filing without changing the way he does business (no payroll, same bank account, etc). You do a 4th quarter 941 and W-2 and tell him that you will be in touch with him for 2008 to make sure he does quarterly 941 reports. He moves to Florida and you still email him, lastly in January 2009 to do these reports with no responses. You assume he is using someone else and don't file the S-corp extension. You then receive his tax packet today with the SAME issues as last year (plus about $10 million in stock trading).

Natalie (talk|edits) said:

April 9, 2009
What is "PBR"?

Kevinh5 (talk|edits) said:

9 April 2009
Pabst Blue Ribbon (beer)

Natalie (talk|edits) said:

April 9, 2009
Shoot, I should have known that! They left Milwaukee?

Fsteincpa (talk|edits) said:

9 April 2009
Such a woman Nat. Geez. We all complain about the problem clients and the headaches they bring, but I've tried to take the approach that these are puzzles to be put together. Very very very expensive puzzles. Wayne, have this guy pay off your new van and let him know upfront that it is going to be expensive and grab a retainer.

This one guy this year, usually about $150 return, had a few issues that probably would have raised his return to $200, but kept calling and kept asking questions and questions and leaving messages and then calling back to see if I received the messages, and so his fee turned into a legitimate $500 return plus $80 each for the two amended returns for the increase in the 2006 casualty loss he suffered, which created a new NOL that had to be adjusted for the two years.

He said wow, last year was $150, I said, yeah, this year you had some issues and we had lots of conversations about them. All billable. I'm thinking he won't call as much next year to check on his messages.

D'Nero (talk|edits) said:

9 April 2009
Unfortunately, Natalie, the Pabst brewery left about 10 years ago. Friends & I tried as hard as we could to keep those jobs in WI.

NMexEA (talk|edits) said:

9 April 2009
So LaVerne and Shirley have been unemployed all this time?

Kevinh5 (talk|edits) said:

9 April 2009
Laverne has been directing movies for some time now, I think Shirley is shacked up with Squiggy and they have several little squigettes and squigettos by now.

Ddaallas (talk|edits) said:

9 April 2009
Continuing the PBR humor, wife comes home and finds this note taped to the fridge: http://clipmarks.com/clipmark/8F0CE71F-8573-4862-AAF2-8CDAEB0162FB/

Genskitty (talk|edits) said:

April 9, 2009
Ddaallas I got a kick out of. Very funny and catchy.

Natalie (talk|edits) said:

April 10, 2009
Well, there ya go. I had to read it twice before I "got it." Hellllloooooo.

Fsteincpa (talk|edits) said:

10 April 2009
Nats, No Comment Dear

Szptax (talk|edits) said:

10 April 2009
oh, I just got it too nat. Its beavis & butthead infantile male humor!

Szptax (talk|edits) said:

10 April 2009
back to th original theme of the thread.. I got a call yesterday from an "old friend" who had prepared their own return but just wanted me to "check it". Told him, do what you want file, extend whatever, but wouldn't look at it until after the 15th, for a fee.....

Anchorman (talk|edits) said:

10 April 2009
This is my absolute favorite thread of the past two years. I'm printing out to read slowly ... and sleeeep.....once I hit the beach on Thursday the 16th.

Natalie (talk|edits) said:

April 10, 2009
Okay Fred, now you got me in trouble with my son. "What's so funny?" I had to show him the sign and interpret it for him. (And no, I didn't go into details.)

Oh geez, I'm in trouble again. I read this again before I posted it and cracked up. My son says he doesn't get it. Oh boy. He will one day.

Fsteincpa (talk|edits) said:

10 April 2009
Honey, he will pretend he is one one day.

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