Discussion:Calls throughout the Year

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Revision as of 22:42, 29 July 2009

Discussion Forum Index --> Tax Questions --> Calls throughout the Year

Taxestaxes (talk|edits) said:

29 July 2009
I was just wondering others thoughts on numerous phone calls throughout the year from your clients. For instance, regular clients you have that call once a month to ask tax questions, such as if they bought this or sold that, etc. Do you charge people for these calls? If so, based on a flat fee? I know its not uncommon to get questions from individuals regarding their personal taxes, such as how does the first time homebuyer credit work or if I took out a home equity loan, would it help?, etc etc....but what about those who have businesses, schedule C, for instance and they call and ask in depth questions; how is buying new equipment going to effect my return, or if I sold this piece of equipment, how much profit? Or I am going to sell my business, husband going on disability, whats going to happen to my taxes?? OMG!! These people are driving me crazy. I feel like asking to them to make an appointment and come in and sit down to discuss and charging them, but then I know I will offend them and loose them as a client.....which could in turn cause me to get bad rept. (small town - word travels fast!). Ok, so I guess I needed to vent!! Just wondering how many people charge for these type of situations?