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Tax preparers criminally charged - news item

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    Tax preparers criminally charged - news item

    Saw a story in today's local news. 36 charges of conspiracy to defraud the IRS and filing false tax returns were filed, with a maximum sentence of five years in federal prison, and a $250,000 fine if convicted.

    Two things I found interesting.

    They were investigated after an IRS computer program flagged their returns as suspicious. The program was designed to flag any tax preparer whose submitted returns for a particular year had a refund rate of more than 50 percent. The returns filed had a refund rate of 70-80% or higher during a three year period.

    Second, the preparer would say “it’s your return and I can give you one of those charity things, but once you sign it, it’s you,” Preparer allegedly admitted she sometimes exaggerated a client’s deductibles, adding that she “felt sorry” for people who owed money, stating if a client gives her a $500 amount for expenses, she might add a ‘1’ in front of it. Preparer stated that she knows she is held to a higher standard, but she wants to help her clients,”
    "You said it, they'll never know the difference. Come on, we'll paint our way out!" - Moe Howard

    #2
    Unbelievable.

    Comment


      #3
      I'm assuming it's this story: https://www.mercurynews.com/2020/04/...ns-of-returns/

      Stupid question, but what is "refund rate"? Is it the percent of tax withheld refunded?
      "Taxation is the price we pay for failing to build a civilized society." ~ Mark Skousen

      Comment


        #4
        Originally posted by Anarchrist View Post
        I'm assuming it's this story: https://www.mercurynews.com/2020/04/...ns-of-returns/

        Stupid question, but what is "refund rate"? Is it the percent of tax withheld refunded?
        I was wondering the same thing. I ran the numbers for my 2018 returns filed and 66% of returns had refunds, 24% had balance due and 11% had neither (zero fed liability). Of the returns with refunds the total refunded amount was 37% of amounts paid in for the year.

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          #5
          lookout, sell your practice quick!!!!!!!
          This post is for discussion purposes only and should be verified with other sources before actual use.

          Many times I post additional info on the post, Click on "message board" for updated content.

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            #6
            Likely means # of tax returns with (federal) refunds divided by # of tax returns filed? ?
            That's what I thought at first glance but figured most preparers exceed 50% of that calculation. Liberty, H&R, JH, etc probably have 80% of their returns getting refunds. I don't have a way to quickly calculate, but assume my numbers are similar to Kathy's.

            "Taxation is the price we pay for failing to build a civilized society." ~ Mark Skousen

            Comment


              #7
              I'm more inclined to think withholding to refund percent... ??? Hummmmm
              Kathy was 37% which seems, on average, reasonable.
              Last edited by BOB W; 04-23-2020, 01:41 PM.
              This post is for discussion purposes only and should be verified with other sources before actual use.

              Many times I post additional info on the post, Click on "message board" for updated content.

              Comment


                #8
                I know they concentrate on percentage of EIC returns in your practice; I am guessing at least 70% of my clients get refunds rather than have to pay, but I have very few if any EIC clients. Once in a while. I guess I need to check to see exactly. Maybe this year will change things with loss of jobs & income..... although the unemployment will be taxable.

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