Continuation of

[Jiggers]

Irritating Clients

Don't clients irritate you when, even after going through their information during the interview, and finding out that they did not bring in something very important, that you write down what you need in detail, give it to the client, and 3 weeks later either show up with the wrong information or call and ask where is his return as he forgot that you needed something?

I just had one that disposed of lots of mutual funds and the 1099B had no cost basis. I had the prior years purchases and reinvestments, just not 2005. So, during the interview I asked the client to bring in her monthly brokerage statements so that I could get the detail from the monthly statements.

She showed up Thursday, dropped them off with my wife, and left. Looking at them yesterday I see that she just brought the top page of the monthly brokerage statements showing the account's value. Page 1 of 5/6/4/7/8....! (that is printed on the page she brought in) Nothing on the detail. I called client and she said that is all that she received. Duh. She is going to look further.

[Jiggers]

Irritating Clients 2

Do you have clients that should not be allowed out on the streets without adult supervision? I have clients aged 30 - 40, some older(!), who have no common sense. These same adult children are married, have kids, and have to be supported by their parents because they couldn't survive in the real world. These same adult children expect it!

I also have one niece, shacked up with some guy for about 2 years now. He finally asked her to marry him. My niece and HER MOTHER went to pick out the engagement ring. He didn't go. My niece and HER MOTHER have registered for gifts at the various locations that couples register. He didn't go.

I asked if HER MOTHER was going on their honeymoon also.

[jainen]

Hang in there

Hang in there, Jiggers! The crush will be over in less than a month!.

[John of PA]

They Don't Want an Extension

What I find appaling is the client who does not call until late in the season, then insist they do not want to file an extension. I let them vent their anger at me, then calmly apologize, "I am sorry I can't help you, if you find later that an extention may work for you, just give me a call".

[Jiggers]

Almost there!

Hang in there, Jiggers! The crush will be over in less than a month!.

Unfortunately, I have about 6 weeks worth of returns to do!

[Jesse]

Do you have clients that should not be allowed out on the streets without adult supervision? I have clients aged 30 - 40, some older(!), who have no common sense.

I have many I wonder about! And with every year that passes it seems harder to hang in there and have patience w/ these people.

[veritas]

We have arrived at the time where nothing seems to go smoothly. Tax returns are coming in much faster than we can complete them. Every return you pickup is missing info. And guess what? Spring break is here so everybody will be gone and no one can get the information you need.

I am going to ride my harley it makes the problems go away.

[Black Bart]

Quiz Re: Quis est Verum

Okay, I'll bite. What does it mean?

[Jesse]

I am going to ride my harley it makes the problems go away.

Here in little Tomahawk, Wisconsin the employees are busy working 12 - 14 hour days to keep those Harley's in stock - so keep ridin'!!!!!!!!!!!!

[veritas]

Okay, I'll bite. What does it mean?

What is truth?

[veritas]

You guys have all the good stuff.

Packers and HD

[Jesse]

.......and proud of it...........

I love my Packers win or loose - I'm no bandwagon fan!

[Possi]

comic RELIEF!

You are TOOOO funny!
Yes, I have clients who should wear a sign, "Caution, danger to self!"
"Can I claim my brother? He's in prison for life."
"Can I claim my mother? We live in her house and she pays all the bills..."
And a bit of advice for the newlyweds...
Woody Allen (or at least that's who the email claimed) once said, "Sex is like playing bridge. You either need a good partner... or a good hand."
Keep smilin' ~ it's almost over!
~poss

[veritas]

I love my Packers win or loose - I'm no bandwagon fan!

Trade you the Blazers.

[Possi]

comic RELIEF!

You are TOOOO funny!
Yes, I have clients who should wear a sign, "Caution, danger to self!"
"Can I claim my brother? He's in prison for life."
"Can I claim my mother? We live in her house and she pays all the bills..."
And a bit of advice for the newlyweds...
Woody Allen (or at least that's who the email claimed) once said, "Sex is like playing bridge. You either need a good partner... or a good hand."
Keep smilin' ~ it's almost over!
~poss