Discussion:Worst client you ever had?

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Discussion Forum Index --> General Chat --> Worst client you ever had?


Brock And Associates (talk|edits) said:

14 April 2009
What is is...what'd they do?


Mine? Client failed to tell me that he didn't file 2002 through 2006 when I prepared his 2007 returns. He can't be bothered to answer emails about questions needed for his tax return and it is 4-14-09. Extension time.


Michael

TheTinCook (talk|edits) said:

14 April 2009
It's a tie between Volatile Methhead Carpenter and Refund Shopping Russian Mechanic Family.

Wonder Woman USA (talk|edits) said:

14 April 2009
Put him on extension, and then send him a bill for your (wasted) time and for the extension ... along with a request for him to come by and pick up his tax information within 30 days, or it will be shredded.

I did that a few years ago for a couple of non-filers who hadn't responded to further questions. Two of 'em paid up and came to get their info.

The third guy never responded: I put his records in storage and shredded them five years later.

Brock And Associates (talk|edits) said:

14 April 2009
Hey Tincook, watch those Russians....they'll kill you! They are all mob! :D


Thanks Wonderwoman. Fortunately, he already paid handsomely and I have his returns done for these tax years excepting a a couple of pieces of information from him. I will extend him and give him an email this evening with the amount due and instructions to mail the Feds a check until we can finalize the return. He's had a rough go of it (health wise and in his personal life so I don't want to pull the plug on him just yet).


I can't be the only one with bad clients. There have GOT to be some really good stories on this forum.....


Michael

Kevinh5 (talk|edits) said:

14 April 2009
I now make a habit of firing the worst two clients each year, or going up enough on their fees that they are worth the hassle.

I wonder who this year's lucky two will be?

TexCPA (talk|edits) said:

14 April 2009
Family

unfortunately still clients, they know where I live, I have moved several times and they keep tracking me down.

TexCPA 14:40, 14 April 2009 (CDT)

Brock And Associates (talk|edits) said:

14 April 2009
Ahhh, family. You gotta love them! :D


I gotta say that my best clients, bar none...are the little old widow ladies from our church. They are military like in their responses and very thankful. Of course they are all free (monetarily free anyway, people who do good things have good things happen to them). 8-)


I think there is something in the psyche of most clients who regard us as either an extension of the IRS or someone just feeding off their misery. Either way, I guess they figure that if they are paying they will answer when they get good and ready.


Almost there.....

TaxNerd (talk|edits) said:

14 April 2009
Michael: Probably goes without saying, but he is about to lose any refund due for tax year 2005. Maybe he won't mind being bothered if it means a couple of thousand dollars.

My stupid brother is about to lose his 2005 refund, and he's got me to do his taxes for free. You can lead a horse to water....

Kevinh5 (talk|edits) said:

14 April 2009
free FOREVER or just the year the spouse dies?

and do you discriminate against widowers?

NMexEA (talk|edits) said:

14 April 2009
Worst client ever? Well, as to his taxes, he was a NON-client because I wouldn't accept his tax protester arguments. But other than that, he was a really nice guy and I looked forward to meetings with him regarding his civil suit.

I'm not sure but I THINK he ended up in Club Fed for preparing and filing fraudulent tax returns for other tax protesters. He was a True Believer. Probably still is.

Kevinh5 (talk|edits) said:

14 April 2009
fact: it's actually the widowers who need your attention more than the widows, as depression in retired single men is the leading cause of suicide. Look it up if you don't believe me. They need someone to talk to. Those widows have a suport group, the widowers don't.

Brock And Associates (talk|edits) said:

14 April 2009
Taxnerd, this guy is the one who spawned the infamous mileage thread I posted.


He is even with Georgia and owes about $2,205 to the Feds. If I do not hear from him by this evening, I will just extend him and send him an email to his Blackberry telling him how much he owes and to have payment postmarked by COB tomorrow.


I believe he might be thinking that since he hasn't filed anything but 2007 since 2001, he owes so much that a penalty and interest is just a little more to add to the heap. I would imagine that he plans to ignore tomorrow's deadline, but I have alternate plans.


Michael

Brock And Associates (talk|edits) said:

14 April 2009
Kevin5,


Nah, free for life for the widows. None of them have a significant nest egg of any kind (one was charged $220 by H&R for a W-2 with standard the previous year) and the returns are very quick....maybe an hour from start to having a packet ready for delivery. Just for kicks, I sent a collection notice to one of the younger, more spry widows for my $1,000,000 tax preparation fee. She is paying me $.01 per week as a joke since I sent her to the collection firm of Dewey, Cheatum, and Howe. I am toying with foreclosing on her house next month if she misses her $.01 payment. All in fun. My practice is very small and I am still learning much so I have plenty of capacity so it isn't like these ladies are kicking out paying clients.


You know, you do bring up a good point. I never thought about the widowers (the Bible speaks of taking care of the Widows and the Orphans and I don't know any Orphans other than Annie who need tax work). However, it isn't really fair of me to exclude the Widowers. However, this is the South and few men outlive their wives but I can think of one or two...I will ask them. There is also a man who might as well be a widower because his wife is in full blown Parkinsons and Alzheimers and he is in his 80's....man what a shame. I am sure he could use the help as well. Thanks for the ideas.


Michael

Uncle Sam (talk|edits) said:

14 April 2009
Let's find out - out of the new clients that came in this year - what's the most bizarre last year's tax return you've come across?

I'll give you my experience.

I had a guy come in last week primarily for a consultation - not really to prepare 2008 return as he hadn't organized the information and really was just fishing to test me out.

As he was talking - the more he talked the more I didn't like having him as a client.

A very well educated client - a professional self employed person - got behind in taxes and wants to go straight. He's married with college kids - but - In order to obtain college scholarships for his daughters - he and his wife have been filing 2 SINGLE returns for years. For the last two years - he owed substantial amounts to IRS but never paid them. Never filed the state returns for either of the two years.

I take a look at the Schedule C from last year - right on the Schedule C on one of the open lines there's a $ 25,000 deduction marked Charitable Donations. I told the guy that was definitely wrong. I then see as a self employed person there were no estimates prepared for EITHER year. Client states they never prepared any vouchers.

I ask him about real estate taxes and mortgage interest - both are jointly owned by him and his daughter (not his wife - his daughter). IRS sent notices for delinquent taxes (in the $ thousannds) - never corresponded to them until recently.

Based upon the 2006 return - if I were doing 2007 I would have gone through a complete overhaul to correct a number of things - primarily - at LEAST doing a MFS.

I then look at the preparer ID information - one of the Brock types - one of those factory storefronts and proud to be totally unlicensed.

Ddoshan (talk|edits) said:

14 April 2009
Mine was a couple going thru divorce that could not even speak to each other. They were going to file jointly per court order but couldn't agree on anything. I ended up being the go between (caught in the middle of the mess). I bet I had the return printed out at least 6 times but one or the other found something they did not like such as the address on the return to who knows what.

Took me a year off and on before they finally accepted something.

I have no idea why I just did not ask them to please go somewhere else. Guess I'm just a sucker. Did feel sorry for the wife.

Wonder Woman USA (talk|edits) said:

14 April 2009
Nothing bizarre about last year's tax return, but my newest client is a newly-practicing psychotherapist. She and her partner are married for state purposes, single for federal, and their two children have investment income big enough to be taxed. Okay, a klutzy set of returns, but no problem and a very high bill... oh, and she's one of the five clients who actually LOOKS at her tax return!

So she found a few minor things, and a couple of things that I'd read wrong about her information (why won't they use computers instead of little squinchy handwriting, one wonders) and she came over today for me to swap in the revised pages -- and insists on taking all the "bad" pages home to shred right away because my "shred" boxes in the garage aren't secure enough for her.

In contrast, another client folded her signed 8879s around her check to me and a couple of deposit slips and the UNUSED envelope I'd provided, and slid it into my obviously-shared mailbox.

Go figure!

DLLCPA (talk|edits) said:

15 April 2009
My worst client - One member of a 2 member LLC hired us to do bookkeeping and look at the books because he thinks his partner is stealing from the company. I sent over a bookkeeper (a Pastor's wife) and she lasted 3 visits because of the suggestive comments the bad partner was making. At that time we had a second bookkeeper on staff (both parttime). She was a "Miss Teen something or other" 15 or so years ago. This guy actually "touches" her and asks for some personal favors. (By the way she volunteered to go to the client, I told her to be very careful and not put up with anything, I also warned the client about his comments - and there are lots of people around there place of business). We terminated our work. Fortunatley I had a tax return he needed so I was able to get payment for our services. When he came by to pick up his return and pay our bill he blamed my staff for coming on to him and called us all a whole bunch of stuff. The company was bought out a few months later and the new owner fired him for stealing $.

Brock And Associates (talk|edits) said:

15 April 2009
My worst client just got worse! :D


After dealing with him all of this time, he tells me that the IRS received PARTS of his returns from 2002 through 2006. Parts? How did that happen? He can't tell me which parts they received. I checked his transcripts and the only thin I see is an SFR for the earlier years along with the various penalties and interest. NIGHTMARE!


He claims that the returns were prepared by H&R and another local tax service but since then the companies or branches of the companies who prepared his taxes went out of business so he cannot get a copy of those returns. Before I file, I will have to determine whether his State returns were filed. He CLAIMS that the State as yet to contact him about any of this.


Sheesh, can this guy get any more difficult to deal with?


Michael

Westerntreks (talk|edits) said:

15 April 2009
I made the mistake of answering the phone a moment ago - Kid introduces himself and asks if I am still doing taxes - "Yes", says I, "Good", says he, "I'm a little late (7 hours to go) like last year (4 days to go), can we get it done?" "Oh, well, sure come on over, we'll probably have to file an extention."

I remember this guy for sure - Last year he had one 1099 for $82K and didn't have a clue what a "quarterly" or "estimated payments" were. We all were near tears as he left with his girl friend and baby son, as well as with a payment voucher for $24K and quarterlies estimated at nearly $6K (none of the $82K had been saved).

On the phone he said he parked the truck in the middle of 2008 and went from 1099 to w-2, "so I won't owe as much this year!" - I'm waiting for him to show up - I'll bet this is going to be bad again!

Brock And Associates (talk|edits) said:

16 April 2009
Apparently my client from hell has a Son! :D


Good luck Westerntreks

Lesa (talk|edits) said:

16 April 2009
I'm done and it's great to finally read this board again!

Client is a contractor. Built a house for a relative. They have joint checking accout via a trust. She paid him to build her house. Half was his money! Tried to claim all as income ( I smelled EIC ). No receipts, nothing. Told him "I hope we can still be friends but I'm not preparing your taxes this year". Had a big sigh of relief and probably won't see him and his familY at my annual Fourth of July party. Don't care because I make THE BEST MARGARITAS and after a few I won't feel guilty at all.

Happy "end of season". I hope everyone enjoys the vacation.

Brock And Associates (talk|edits) said:

16 April 2009
Genskitty, I WAS on vacation during tax time. Today I am exhausted at my full-time job! :D


That's the bad news. The good news is I discovered a way to slow time. If you need time to crawl, use your vacation to do taxes. In fact, the week I was off from my full time job seemed like at least two months. If it wasn't for the fact that I had my GPS unit in the car, I wouldn't have remembered how to get back to this place! :D


I must send an email to the client from hell. His behavior is unacceptable...I talked to him via phone yesterday regarding his mileage logs and insisted I see them before filing anything else for him. I also insisted that he sign my revised tax engagement letter which excepted business mileage as an item where I would pay the penalties and interest with respect to a negative audit result. I emailed him a couple times to his blackberry last evening to get those logs (no reply) and I left him a voicemail to the same (no reply). I am tired of being more concerned about his taxes than he is. I gave him a break on the price charging $550 for 02-06 and 08....but they are very simple and quick returns when the information is complete.


Going forward, every call I make, every email I type, my time spent driving to meet him and back, and any consultation I do with other Accountants about his crazy issues will be billable at $75 per hour. I will not file anything until I am given a copy of his mileage logs and verify them as complete. He owns the logs and in my mind, they are justifyable....he simply drives for a living using his vehicle on a daily basis for his employer. He will probably get audited because he has $65 in W-2 income and $63 in itemized deductions thanks to his 2106 deductions for mileage and the AMT. His problem. Everything on my side will be verified and reasonable.


Michael

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