Yes Or No?

[SueBaby]

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?

[JohnH]

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.

[Matt Sova]

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.

[geekgirldany]

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.

[Corduroy Frog]

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.

[Gretel]

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

[Lion]

Good luck

Good luck on your surgery. Get well soon.

[luke]

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)