Announcement

Collapse
No announcement yet.

Has this ever happened to you? Unbelievable!

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

    Has this ever happened to you? Unbelievable!

    Couple comes in yesterday, fourth year coming back. They are retired, the wife is very pleasant and friendly and the husband can be a bit abrasive. By this I mean that he comes off as a bit of a know-it-all. I brush this off every year, smile and let him carry on. I always take some time and ask about their grandkids, their health, vacations, etc.

    After we go over all of their paperwork, I ask "is there anything else you have questions about?" At this time, the husband proceeds to slide over some papers to me. I look down and to my complete surprise I see a completed Federal tax return done in pencil before my eyes. I flip through the papers and then look up and the husband is just sitting back in his chair with this big smirk on his face. All I could do is let out a little laugh and say "well, I guess we'll see where things come out". I was just so taken aback that I didn't know how to react. I have NEVER had something like this happen, nor have I EVER heard of something like this happening to a fellow preparer before. Truly unbelievable! I think about the look he had on his face and was truly the look of pride. These folks had returned from 6 weeks away down south (we are from the frozen tundra of northern MN) and he come home, takes the time to complete his own tax return, then has the nerve to come into my office, and plans to pay me to basically "correct his homework". In the end, I'd just be showing him how to do his own taxes for next year. I am so busy that I turn away 3-5 new clients a week! I've had to cut back on my clients this season because I grew too much. I'm looking at hiring an assistant next year because of where things are at. I don't need to have someone coming into my office who does not appreciate the service that I provide. Service that I know goes far above and beyond most of the preparers in my area; as I am told this on a regular basis.

    To make matters worse, I already know that my rates are too low for my area. I've been told I'm about 40-50% less than H&R and those percentages climb for some of the big firms in town. I'm just a one-woman show and don't have the big overhead. All of this aside, I am so frustrated to think that he would take all of that time to prepare his own return just to save himself $150 (and then turn around and drop $20,000 at the casino). I have been nothing but kind and overly generous with my time given to them in the past. So sad, so very, very sad.

    Thanks for allowing me to vent!
    ~Becky

    #2
    So, how close was he?

    A lot of detail oriented people like seeing how close they can come.
    Had a client return to me this year because he was confused about how to handle a rental property. He questioned every line of the return and wanted me to walk him through every worksheet to show how the software came to the total. He's a nice guy so I did it but I fully expect to not hear from him next season which I'm actually hoping is the outcome.
    Last edited by Roberts; 03-21-2014, 11:46 AM.

    Comment


      #3
      What Services are you providing

      The question is are you going to prepare the return like you normally would do OR are you going to check the self prepared return?

      Either way you have a fee coming for something. Actually, in the time it takes for you to check a return, you could have prepared if professionally and e-file which the client will not be able to do.

      Since they came to you for a tax interview they probably want you to prepare the return. If not, they still have to pay you checking their self prepared return and that may take longer than doing it your way.

      Comment


        #4
        I've had a few come in with their TurboTax returns as they transitioned from self prepared to using a professional and occasionally they will bring in their kids returns they have done. If they stay or go back to doing their own it doesn’t matter to me although they will see a hefty increase in fees if they come back after a couple years and need amended returns done or notices answered.
        In other words, a democratic government is the only one in which those who vote for a tax can escape the obligation to pay it.
        Alexis de Tocqueville

        Comment


          #5
          For some of my clients I do intentionally help them to get comfortable enough to do taxes without me. The W-2 earner that rents a home and has no special tax issues has a tax return that I feel is a waste of my time to prepare. I'll prepare it if they're willing to pay my asking price but I don't feel like it's really a good deal for them and I'm not interested in spending my time doing it for less money. You get to a point where any idiot can type the numbers off the W-2's into the software and it's not really tax preparation anymore - it's data entry. And while I can do data entry they end up paying a lot more for my data entry than they would someone else (or their own in DIY software). I suppose with a larger practice where I had enough of these basic returns to justify hiring some minimum wage worker that might make sense.

          Comment


            #6
            I have engineer types prepare on TT and bring me their tax documents. I always find something they missed. Eventually, they stop pre-preparing their return. Never has one filed the return he prepared. They are all still my clients. He had too much time on vacation. Don't worry about it.

            Comment


              #7
              Yes, it is sad

              Originally posted by mblatour View Post
              All of this aside, I am so frustrated to think that he would take all of that time to prepare his own return just to save himself $150 (and then turn around and drop $20,000 at the casino). I have been nothing but kind and overly generous with my time given to them in the past. So sad, so very, very sad.
              ~Becky
              What a jerk. And, yes, it takes longer to explain and correct than prepare the return. I think I would just say, "Oh, looks like you can do this yourself. Thank you for your past business." And stand up to usher them out the door. I tell people I don't teach others to do taxes when they want me to look over their work.

              I just had an engineer to bring his in, he had spent four days penciling things in, and gave up. Asked me if I had software. How ridiculous a question is that from an educated person? Oh, yeah, and he paid his financial advisor $19,000 in 2013. A pineapple could have made money on mutual funds over the past five years. Too smart to pay $300 for tax prep though.
              If you loan someone $20 and never see them again, it was probably worth it.

              Comment


                #8
                Did you say $300?
                That's outrageous!

                Turbo tax only cost $29.95, and how much effort does it take to punch in a couple of numbers and hit a "Print" button?
                "The only function of economic forecasting is to make astrology look respectful" - John Kenneth Galbraith

                Comment


                  #9
                  Psssh

                  Originally posted by JohnH View Post
                  Did you say $300?
                  That's outrageous!

                  Turbo tax only cost $29.95, and how much effort does it take to punch in a couple of numbers and hit a "Print" button?
                  Well, I have to check FaceBook for 20 minutes, and eat lunch in there, too. Don't forget that.
                  If you loan someone $20 and never see them again, it was probably worth it.

                  Comment


                    #10
                    Originally posted by David1980 View Post
                    For some of my clients I do intentionally help them to get comfortable enough to do taxes without me.
                    Agreed. Client of mine is broke but highly educated. After filing bankruptcy she asked if I thought she could handle it herself and I told her yes and if she had questions to give me a call. Honestly, took me probably 15 minutes to do her return.

                    Comment


                      #11
                      Ok.
                      Now it makes sense.
                      Sorry I misunderstood.
                      "The only function of economic forecasting is to make astrology look respectful" - John Kenneth Galbraith

                      Comment


                        #12
                        Originally posted by DMICPA View Post
                        The question is are you going to prepare the return like you normally would do OR are you going to check the self prepared return?
                        I thought hard about this and my hubby weighed in on my decision too. He knows how much I do for my clients and it really irritated him to see that someone would behave in this manner. I have made the decision to write a letter to my client stating that it was nice to see them again this year, but that I was very much offended by what the husband did. I plan to compliment the wife on her presence as she was kind as always. I will remind the husband that I am extremely busy and not hard up for clients. His behavior was unexpected and unappreciated. Also that I will not be preparing their taxes this year and that I thank them for their past business. I will wish them well in the future. Of course I will include their paperwork and his completed return; meaning the return HE did; not the one I would have done (which by the way was fairly accurate.....he was about $100 high on the refund).
                        Last edited by mblatour; 03-21-2014, 02:03 PM.

                        Comment


                          #13
                          How did he present the return to you? Like "I've already done it... check it".

                          I have two clients that do their own return every year in pencil by hand. They just want to see how they are coming out before they come to me to prepare the return. I always get them back more in refund.

                          Give yourself a day or two to think about it. He may not meant for it to go over the way it did. On the other hand, if he is a smarty pants about it all. Then do not prepare their return any longer.

                          I had a client whom I efile his tax return for over 10 years. Just efiled, he had another accountant prepare it because he was an ex irs agent and he knew that if anything come up he could handle it. Well client was throwing things off on me all the time. I finally went up on the price and he went away. Got a call from him the other day after 4 years wanting me to efile his return . No way not worth it.

                          Oh engineers seems the worse to deal with! They already know how to do it but they just bring to you because they are so busy and do not have time

                          Comment


                            #14
                            Originally posted by geekgirldany View Post
                            How did he present the return to you? Like "I've already done it... check it".

                            I have two clients that do their own return every year in pencil by hand. They just want to see how they are coming out before they come to me to prepare the return. I always get them back more in refund.

                            Give yourself a day or two to think about it. He may not meant for it to go over the way it did. On the other hand, if he is a smarty pants about it all. Then do not prepare their return any longer.

                            Definitely a "get something for nothing" personality type. He's told me stories of things he's done to get the benefit at someone else's expense. Why would I be any different I suppose? Guess it's my turn.... I just never saw it coming. My clients come and they stay or they pass away; I rarely lose one, and hate for it to go down this way. Guess that's why it bothers me so.

                            Comment


                              #15
                              HRB's situation

                              I work for H & R Block and we get a lot of similar problems. It is fairly common to go through a pretty simple return, tell the client the refund and have him/her say that our answer agrees with what they got with Turbo Tax and could they have their W-2s back. And we have no choice and have wasted our time!

                              Another problem is with our advertised "Second Looks". We advertise that we will take another look at any return prepared by taxpayer or another tax professional at no charge with the idea being that we might find errors, increase refunds and gain future clients. These people often really just want us to check their work for free! I recently spent quite a bit of time with someone who ended up owing over $2k more than he had calculated (forgot an IRA early withdrawal penalty). So...he went home and redid it with Turbotax.

                              And that's the way it is! You win some and lose some.

                              Comment

                              Working...
                              X