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

[RitaB]

My letter for today

Based on the return in front of me:

Dear Butt Head,

When I tell you three times that MFS is NOT the way to go, and you say, "Hey, it is what it is," don't cry in my office because you owe $127. Here's a tissue, you Jack Wagon. I know a counselor that does commericials for Geico; here's his number.

[Burke]

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 keep all the "trash" including envelopes in a big bin under my conference table until around August of each year. You would be amazed at the times I have gone back thru it because the TP said they gave me something which I did not have. Only once was there egg on my face, when the TP got a CP2000 for unreported income. For some reason I had not thrown the bin's contents away yet. I went back thru his package (mailed from another state) and there it was, stuck to the envelope glue.

[RitaB]

I leave

I leave file folders out in all the chairs till May because I noticed that people didn't stay as long if they couldn't sit down.

[Burke]

Another of my favorites: TP does take everything out of the envelopes. Then categorizes all types of income and deductions into separate piles, staples together, then labels each pile with a big sticky note, INTEREST, DIVIDENDS, W-2's, 1099's, MTGE INT, etc, etc. (Maybe she does this more for her benefit than mine.)

[joanmcq]

I'm big on throwing away the envelopes in front of them.

[JG EA]

I keep all the "trash" including envelopes in a big bin under my conference table until around August of each year. You would be amazed at the times I have gone back thru it because the TP said they gave me something which I did not have. Only once was there egg on my face, when the TP got a CP2000 for unreported income. For some reason I had not thrown the bin's contents away yet. I went back thru his package (mailed from another state) and there it was, stuck to the envelope glue.

I also keep envelopes and packages because I often look there for the correct address. I throw them out only after the client has their return. Good thing too, today someone had their fax number that they wanted used on the outside of the envelope.

[taxxcpa]

Categorizing

Another of my favorites: TP does take everything out of the envelopes. Then categorizes all types of income and deductions into separate piles, staples together, then labels each pile with a big sticky note, INTEREST, DIVIDENDS, W-2's, 1099's, MTGE INT, etc, etc. (Maybe she does this more for her benefit than mine.)

Aside from removing staples that would seem to help so that you can input all interest, for example, before moving to another input screen. I usually try to sort them to some extent before entering data so that I won't have to jump back and forth from one screen to another.

[RitaB]

What just happened?

Based on the return in front of me:

Dear Butt Head,

When I tell you three times that MFS is NOT the way to go, and you say, "Hey, it is what it is," don't cry in my office because you owe $127. Here's a tissue, you Jack Wagon. I know a counselor that does commericials for Geico; here's his number.

Jack Wagon, aka Butt Head, just asked me out when he picked up his return. I had no idea that men like it when you tell them to shut up and throw a box of tissues at them.

[ToledoEd]

One of my favorites was a client whose return I did late in January. She called me up in April asking what she needed to send to the city for her taxes. I told her that I had made out the city income tax return and it was in her folder all stapled together and just needed her signiture and a check. She then says, "Oh, I didn't think I needed to send all of that so I unstapled everything."

I really appreciate the clients that I have trained over the years and now know just what to hand me. But I do have clients who every year hand me one form at a time, half unopened, They don't seem to mind paying for my time, so I don't mind billing them.

[BP.]

Jack Wagon just asked me out

Lucky you . . . how'd ya respond???

[BP.]

I'm big on throwing away the envelopes in front of them.

That can be lovely sometimes, can't it? But, if they have OCD about putting stuff BACK into the envelopes, their discomfort is palpable.

[RitaB]

Uh

Lucky you . . . how'd ya respond???

"No" to the 10th power.

So, he will probably come back and give me a big tip next year. Seems to like abuse.

[gkaiseril]

Here is a good image for ROFLMAO:

http://www.threadbombing.com/data/media/20/roflmfao.jpg

A variation of FOFLMAO.