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    #1

    Yes Or No?

    Have a 'new' client that has not done taxes this year came by with a mess and a corporation. Doesn't corporation have to get in on March 16th? Plus he bought a new house and wanted the $8,000 too. Seems very demanding.

    I will have oral surgery next week and don't want to put up with this. Never have I turned anyone away but I think it is best for him to go somewhere else . What do you think?
    SueBaby
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    #2
    I vote "NO"

    If he came into my office with this situation & attitude I'd probably give him the number & address of the nearest year-round HRB office, even if I weren't about to go into surgery.
    Last edited by JohnH; 08-03-2009, 12:46 PM.
    "The only function of economic forecasting is to make astrology look respectful" - John Kenneth Galbraith

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      #3
      New Client

      He bought a new house. Good for him. Does he qualify for the credit? I can see that if he does he wants that completed ASAP.

      What type of corporation is it? If it is a C-Corp I would tell him that I could file the personal return ASAP, but the Corp will have to wait until I am back on my feet. If it is an S-Corp, well, the whole thing may have to wait.

      Corporate due date is 3/15 unless it is a fiscal year end or an extension has been filed.
      I would put a favorite quote in here, but it would get me banned from the board.

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        #4
        I agree with Matt.

        Alot of times people hear about the tax credits on the news and tell me they want it. I tell them they may or may not qualify. Then we have a long talk. Then there are those that think they know more than you and demand a credit or a deduction. That is when you kick them to the curb.

        If he had a very demanding personality when you met him. Don't deal with him. If he simply stated what he thought he was entitled to.. you can deal with him if you want.

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          #5
          He's after the Credit

          Sue, this guy is not interested in his obligation to file taxes, he is only after the $8000.

          You'll never be able to charge high enough to pay you for the misery that will be forthcoming if you take on this guy. Send him across town.

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            #6
            Sue, I agree with the others. Good luck for your surgery.

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              #7
              Good luck

              Good luck on your surgery. Get well soon.

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                #8
                out of sight

                Sue - Good luck with your oral surgery - my wife had some intensive oral surgery a couple of years ago - luckily for me she stayed out of public sight for a while afterwards (so no one thought I had abused her - lol)

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