NT / "This is my husband's W-2"

[RitaB]

I know we all have these folks that have to hand us every single item and tell us what it is. Because we have never seen an actual W-2, I guess.

Well, the lady that just left had the need to do that, too. Only she didn't know what ANYTHING was. Still, she handed me every item and said, "This is this."

Once she said, "This is that."

[Burke]

FOFLMAO. Love it.

[Nashville]

Laundery Detergent

FOFLMAO

Burke, "FOFLMAO?" You've got to be kidding!

What is this, Proctor & Gambles new soap opera commercial? Sounds much like "Scrubbing Bubbles" or a laxative.

[Burke]

I would explain, but in the interest of board decorum I will refrain. However, I have seen it used here before. I can send you a PM.

[kpangelinan]

Now that's funny.....

Burke, "FOFLMAO?" You've got to be kidding!

What is this, Proctor & Gambles new soap opera commercial? Sounds much like "Scrubbing Bubbles" or a laxative.

Now that's funny!

I have customers that think they should have a Doctorate in Taxes.....and I always say, "Why are we doing them if you know more than we do?" Of course I only say this to the customers I don't want.

[Possi]

Grab it!

I know we all have these folks that have to hand us every single item and tell us what it is. Because we have never seen an actual W-2, I guess.

Well, the lady that just left had the need to do that, too. Only she didn't know what ANYTHING was. Still, she handed me every item and said, "This is this."

Once she said, "This is that."

I am (as many of us are, I'm sure) in FAST FORWARD all tax season, and I come out of my SKIN when they do that!! I just want to grab it all and send them out! hahaha Thanks for the laugh!
FOTFLMAO indeed!

[RitaB]

I thought

Burke, "FOFLMAO?" Sounds much like "Scrubbing Bubbles" or a laxative.

I thought it was the sound of spittin sweet tea on the keyboard. Which is what happened here when she changed it up and said, "This is that."

[taxmandan]

I have too many that hand the papers one at a time and then try to grab them back. Had one yesterday that snuck out with a 1099R, showed it to my wife along with all the other papers and then somehow got it back in spite of her efforts to hang on to everything. Glad she remembered it and called the wife who said she wondered why husband came home with one of the forms. She brought it by this morning.

[Nashville]

Classic Delivery of 1099

Bear in mind that I charge by the hour.

Typical situation. Client has received numerous 1099s in the mail for interest, dividends, whatever. They come in mailing documents which are sealed on all sides and have to folded four times just to break the perforation and then have to be split out with your forefinger. I'm sure all of you have seen these.

It is April 5th. Client received these things in the mail around Jan 31st and has not opened them. So I'm sitting there waiting on him to give me his documents.

Not!! Client opens them one-at-a-time, sits there and reads them while he is paying me by the hour. I'm sitting there twiddling my thumbs while he tries to understand what he's reading. Occasionally he asks me what such-and-such means, still holding the document in his hand.

If I know the client really well I'll say something brilliant like "You wanna pay me to sit here and watch you open those things or you wanna give them to me so I can start to work?"

[BP.]

said, "This is this."

Once she said, "This is that."

she didn't know what ANYTHING was

Well, at least she knew "this" from "that!"

[beck]

I would explain, but in the interest of board decorum I will refrain. However, I have seen it used here before. I can send you a PM.

Google it and you'll have your answer.

[taxxcpa]

Envelopes

It annoys me that many clients put everything back in an envelope. I remove them, then when I return the papers, I return all of the envelopes just in case they have some fond attachment to envelopes. (If I mail them, I file the envelopes in my waste basket rather than waste postage on them.)

[rgtaxservice]

It annoys me that many clients put everything back in an envelope. I remove them, then when I return the papers, I return all of the envelopes just in case they have some fond attachment to envelopes. (If I mail them, I file the envelopes in my waste basket rather than waste postage on them.)

I get a few that don't even open the envelopes.

One year I had a client drop off his info in late March. There was an unopened IMPORTANT DOCUMENT dated late January. I opened it...and then proceeded to tell the client that it was a cancelation notice for his auto auto insurance...cancellation scheduled for February past.

I loved watching his jaw hit the floor.

[S T]

Unopened Envelopes

I have clients that have to hand over their documents 1 by 1 by 1 - drives me crazy

I have clients that open envelopes and look at the contents, and then put contents back in envelope and then hand to me - I then have to fill my trash with the envelopes after contents removed, drives me crazy

And then does anyone else have a "thing" about the way the envelopes are opened? Such as what I think would be normal across the top (top of sealing flap), but some people tear off the end and reach inside to pull out the contents.

I have clients that don't open envelopes - give me envelopes and I have to open to see contents and receive anything from a past due bill, cancellation notice, to a year end tax statement. I also have found dividend checks, refund checks, etc - and that drives me crazy.

A simple somewhat organized compilation of paper work, would suit me just fine

But alas, better too much info sometimes, than not enough.

Sandy

[Jesse]

I bump this up every year - it's my all time favorite Bucky!

Bucky's Client letter

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Quote:
Originally Posted by Bucky
Things you can do to make me really enjoy our tax appointment.

Always start by telling me how much you meant to be more organized this year. It also helps break up the monotony of my day when you tell me at the time of the appointment how you started your own business last year and now you have a lot of questions.

Bring your kids. Knowing that they’re wandering around my non-childproof office really helps me concentrate, not that we’re doing anything important anyway. Bring your dog, too. Even better, bring the kids and the dog. We all share a laugh when one or the other tugs on the computer cables-- it’s fun to watch the monitor wobble on its swing-arm. And I love the crumb trails your toddlers leave behind them, not to mention the spilled juice or milk on my carpets. Be angry that I don’t have a television for them to watch.

Don’t bother to open the envelopes marked Important Tax Document Enclosed. I really enjoy being your secretary and doing those little things for you. And if you do open the envelopes, leave the documents in them. If you take the documents out of the envelopes, be sure to stuff them in your pocket or just crush them so they’re hard to read. Better yet, spill coffee on them. Then hand them to me slowly, one-by-one, looking at them first like they’re written in Latin. I like the suspense.

Call me at the time of the appointment to tell me you’re just leaving and ask me if I mind if you’re a little late. Or call me at the time of the appointment to reschedule. Even better, just don’t show up, then call me a week later to tell me how sorry you are. Be late or early for your appointment. Tell me you’re late because my directions are wrong. Coming on the wrong day or the wrong time is fun, too. It’s even better when you do it the second week of April and tell me that you don’t mind coming in even at midnight because you want to get the return done.

It’s natural, your God-given right, and truly a beautiful thing when you breast-feed your infant while I prepare your tax returns. Nor do I mind your using my towels to clean yourself when the little tyke spits up. And the smell helps me focus on the task at hand.

Sell lots and lots of stock and have no idea what you paid for it and when. Ask me why you should know that. Then ask me if I can look it up on my computer. And be sure to ask me what all those investment forms mean, and then tell me something’s wrong. Whatever you do, don’t call your broker or investment advisor.

Be sure to forget a W-2 and blame your wife or husband. Ask me if I can look it up on my computer. I don’t mind the extra time it’s going take to finish your return, and I surely wouldn’t think of charging you more because of it. And when you drop off the W-2 and I tell you I’ll get to it as soon as I can, be sure to call me every day to see if it’s ready. It’s more fun when you tell me two weeks after your return is sent electronically that another W-2 you had forgotten about just turned up, and I surely don’t think that your forgetting where you worked is at all odd.

Ask me if I have facilities for changing diapers.

Ask me if I mind watching you eat your lunch while I prepare your return. Just drop the crumbs on my carpet. And be sure to spill your coffee on my desk. I have plenty of towels on hand for those other things.

I just love it when you slide your kids’ W-2s and/or investment forms across my desk and ask if I can do their returns, especially when you tell me how easy they are for me to do and how it’ll hardly take me any time to do it. No, I don’t think a kid in college should really attempt something so difficult as Tele-File or the mysterious 1040-EZ. It’s no problem that when you scheduled the appointment you forgot to tell me that your kid’s return needed to be done and that he has seven W-2s from three states. Of course, I’m really pleased to do them free because they’re so easy.
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This is still my all time favorite, Bucky I think of you year after year! Just had one of those ........" hand them to me slowly, one-by-one, looking at them first like they’re written in Latin...........and I have no patience for the suspense.....I wanted to grab them out of his hand - but I didn't and I'm okay now.