Electronic Copy of 2014 Tax Return Requested
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I was thinking more about civil suit TP may try to make against preparer for errors that can no longer be corrected via amended return. Several years ago I had a divorced client where ex claimed children as dependents but the children lived w/ her. She was entitled to substantial EIC that previous preparer did not claim. I amended open returns, but in theory if within state legal SOL she could have made a claim against previous preparer.Comment
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I was thinking more about civil suit TP may try to make against preparer for errors that can no longer be corrected via amended return. Several years ago I had a divorced client where ex claimed children as dependents but the children lived w/ her. She was entitled to substantial EIC that previous preparer did not claim. I amended open returns, but in theory if within state legal SOL she could have made a claim against previous preparer.
Did the taxpayer supply enough information for the tax preparer to complete the EIC checklist?
I have had situations where I did not calculate EIC based on the taxpayer response or lack of response as required by the checklist. I actually lost clients because someone else was willing to overlook that.
The burden of proof is on the taxpayer and it is pretty stiff for a situation like that to win in a civil lawsuit.Taxes after all are the dues that we pay for the privileges of membership in an organized society. - FDRComment
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Isn't it just awful when these nasty clients ask for something? I mean I furnished him one copy already! Even if I can send him another, and it won't cost me a penny to do it, why should I have to spend three or four minutes of my valuable time sending him something I already sent him once? Five minutes, you say? It's even worse than I thought!
And these clients who have the nerve to bother me by calling to ask a question! Who do they think they are? Clients?
I wish they would all just leave me alone. Then I could really get my business going!!Roland Slugg
"I do what I can."Comment
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Taxpayer signed the copy of the return or 8879 under penalties of perjury.
Did the taxpayer supply enough information for the tax preparer to complete the EIC checklist?
I have had situations where I did not calculate EIC based on the taxpayer response or lack of response as required by the checklist. I actually lost clients because someone else was willing to overlook that.
The burden of proof is on the taxpayer and it is pretty stiff for a situation like that to win in a civil lawsuit.Comment
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In other words, a democratic government is the only one in which those who vote for a tax can escape the obligation to pay it.
Alexis de TocquevilleComment
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suits
I probably do overkill as far as document retention, and I've never even had a client make an accusation of wrong-doing. But I always have in the back of my mind that I would want to have the documentation available if a client/former client questioned why a did something in a particular way.
ATSMAN brings out good points in the last post. As far as frivolous litigation, it is said that anyone can try to sue you, so consult a good local attorney and keep up your malpractice insurance.
If you are happy and makes you feel secure just keep doing what you are doing for documentation and get a good night's sleep.Always cite your source for support to defend your opinionComment
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Referral
Isn't it just awful when these nasty clients ask for something? I mean I furnished him one copy already! Even if I can send him another, and it won't cost me a penny to do it, why should I have to spend three or four minutes of my valuable time sending him something I already sent him once? Five minutes, you say? It's even worse than I thought!
And these clients who have the nerve to bother me by calling to ask a question! Who do they think they are? Clients?
I wish they would all just leave me alone. Then I could really get my business going!!Last edited by TAXNJ; 06-25-2015, 01:33 PM.Always cite your source for support to defend your opinionComment
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1995
I probably do overkill as far as document retention, and I've never even had a client make an accusation of wrong-doing. But I always have in the back of my mind that I would want to have the documentation available if a client/former client questioned why a did something in a particular way.Always cite your source for support to defend your opinionComment
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Statute - some info
Last edited by TAXNJ; 06-26-2015, 04:25 AM.Always cite your source for support to defend your opinionComment
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Whine of the Day
Isn't it just awful when these nasty clients ask for something? I mean I furnished him one copy already! Even if I can send him another, and it won't cost me a penny to do it, why should I have to spend three or four minutes of my valuable time sending him something I already sent him once? Five minutes, you say? It's even worse than I thought!
And these clients who have the nerve to bother me by calling to ask a question! Who do they think they are? Clients?
I wish they would all just leave me alone. Then I could really get my business going!!Comment
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Paperless ?
At least that had a restroom. Very detail review of the client's business and due diligence. Hopefully they will accept the recommendation for improvement or at least a business gift of 2-3 ply may be in order, otherwise it is not worth the paper based on the assessment. With today's technology, may consider paperless, to reduce costs.Last edited by TAXNJ; 06-27-2015, 08:43 AM.Always cite your source for support to defend your opinionComment
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