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    Mad tax preparer

    I have a client that made on W-2 8,200 the son is twenty two and earned 12,400. She wants no matter what the earned income credit. I ask for the son tuition expenses, She said she does not have it. Refund is approximately 955 and 740 if I can recal without the earned income credit and not being heard of household. Anyhow she ask for her W-2 walked out of the office with out paying. HRB is at fault because they advertise that if you are not satisfied with the return you pay nothing. The IRS is at fault because even if you call them and tell them that they are tryng to get the earned income credit without the son being a student. They do nothing. In this business this makes me mad. Would apreciate your comments.

    #2
    Originally posted by Vincent View Post
    I have a client that made on W-2 8,200 the son is twenty two and earned 12,400. She wants no matter what the earned income credit. I ask for the son tuition expenses, She said she does not have it. Refund is approximately 955 and 740 if I can recal without the earned income credit and not being heard of household. Anyhow she ask for her W-2 walked out of the office with out paying. HRB is at fault because they advertise that if you are not satisfied with the return you pay nothing. The IRS is at fault because even if you call them and tell them that they are tryng to get the earned income credit without the son being a student. They do nothing. In this business this makes me mad. Would apreciate your comments.
    Dont get mad. Get the other client

    brian
    Everybody should pay his income tax with a smile. I tried it, but they wanted cash

    Comment


      #3
      I aways advertise

      >>HRB is at fault because they advertise that if you are not satisfied with the return you pay nothing.<<

      I aways advertise that full payment is due even if I my work is unsatisfactory and I don't finish it.

      Comment


        #4
        Don't Be Surprised...

        ...if you explained to her that he has to be either a student or disabled, and she shows up at HRB with a doctor's statement.

        They will stop at no distortion of the truth to get this EIC. During my short stint at the Fast Tax place, I was amazed that all the customers already knew that the dependent had to be a blood relative. I know one that brought in their SS# cards for two first cousins, and when that didn't work, they left for awhile and came back with SS# cards for their two "sons." The receptionist caught it -- I don't know whether the place continued with their return or not. I would not have continued.

        Your client will continue as long as necessary and dig up whatever information is necessary to get the EIC. Once she has it, HRB, JH, or some Fast Tax place will unknowingly get it for her.

        Only the IRS can ultimately stop this abuse. And they won't.

        Comment


          #5
          Me too, Vince.

          Originally posted by Vincent View Post

          IRS is at fault because even if you call them and tell them that they are tryng to get the earned income credit...They do nothing...this makes me mad.
          I'm also upset about this. And, I vow and declare I'm gonna bawl out Mark Everson the very next time we get together to discuss weighty tax issues of the day. I'll keep you posted.

          Say Snag: You just have to select your clientele carefully -- screening them for honesty, integrity, etc. Why, just the other day, I asked a walk-in client if the prospective EIC qualifiers accompanying him were relatives and he very candidly stated, "Naw; they're my girl friend's kids, but she's got four and she don't need these two."
          Last edited by Black Bart; 02-18-2007, 04:24 PM.

          Comment


            #6
            the rest of the story

            >>You just have to select your clientele carefully<<

            Well, go on, Black Bart--tell us the rest of the story. You tease us with this great setup and then don't even let us know whether you accepted him as a client or not.

            Comment


              #7
              Well, actually,

              Originally posted by jainen View Post

              Well, go on, Black Bart--tell us the rest of the story. You tease us with this great setup and then don't even let us know whether you accepted him as a client or not.
              I did not. He, again very candidly, said "I don't see why you don't do it for me -- I need the money. Besides, they did it last year." Uninpressed with my explanation that a cash shortage was insufficient justification, he became so insistent that I finally had to say "I'm not doing your taxes and that's that." At this, he walked out the door and went across the street to our local Jackson-Hewitt office.

              Curious to see what would happen, I watched him. He stayed in there about 20 minutes before coming out, so I'm assuming he either changed his story or they accepted the one he gave me. He wanted the "Rapid Refund," so there was a hundred bucks (my part) lost. Too bad for me and Uncle Sam I guess, but okay for him (about $5K with the two revised
              "daughters").

              Comment


                #8
                I think I read somewhere that the IRS is matching the parents on the return to the parents listed on the Soc Sec application for the child. If at least one parent is not lised on the SSA appl, they contact the taxpayer for an explanation.

                Anyone else heard this?
                You have the right to remain silent. Anything you say will be misquoted, then used against you.

                Comment


                  #9
                  My solution

                  By not handling RALs, I seldom get an EIC client. I had one in Jan. I explained that I did not offer RALs. She said JH charged her $ 400 last year because she"had so many forms."
                  She said she did not get a RAL, but later mentioned getting her check at JH a few days after they filed it.

                  She still has not come by to sign the forms. Maybe because I explained that her EIC would be pretty small because she had a lot of business expense. She probably went somewhere else and decided not to claim the business expense.

                  She claims to support four children on about $8,000 annual income (not counting $ 4000-$5000 EIC).

                  Is this a great country or what?

                  Comment


                    #10
                    No Free Tax Return

                    At HRB, if the client is not satisfied with the return, they are free to leave. We do not offer a free return if they are not satisfied.

                    Gary

                    Comment


                      #11
                      Free at HRB?

                      It wouldn't surprise me if HRB advertises a "satisfaction guaranteed or money back" policy. But I haven't seen it. I don't think this is a business where you can make everyone happy, and even as accommodating as HRB would like you to believe, I think they would stop short of doing returns for free.

                      Some of the sleaze EIC crowd would find something to complain about just to get their $100 back. Many of us take pot-shots at Block, but none of us believe they are stupid.

                      Comment


                        #12
                        I haven't heard this and

                        Originally posted by WhiteOleander View Post
                        I think I read somewhere that the IRS is matching the parents on the return to the parents listed on the Soc Sec application for the child. If at least one parent is not lised on the SSA appl, they contact the taxpayer for an explanation.

                        Anyone else heard this?
                        it doesn't seem like they'd have enough time to do it, but I guess with a fast computer anything's possible -- seems like it should take a week to scan the entire SSA database, but for all I know it might take just a few seconds.

                        I know Everson is very interested in stopping up the holes where red ink is gushing out of the EIC bucket. They were sending out random sample questionnaires last year (form 8836) which held up the EIC portion of the refund until the claimant filled it out and proved his claim was legitimate. I think that survey was limited to 25,000 claims. Do you know if the form is being used for again for '06?

                        Comment


                          #13
                          Eic

                          BB, I think that IRS should be able to go after any male taxpayer that files HH and
                          claims EIC for any delinquent child support on that child. I think this would do
                          away with a lot of EIC fraud. I know it will never happen, but just a thought.

                          DixieEA

                          Comment


                            #14
                            Mad Preparer

                            Matters discussed with a client are confidential, reporting to the IRS or anyone else
                            can get a tax preparer in very serious trouble no matter how it disgusts you.

                            I had two walk out two days ago who wanted EIC and were not qualified. It is a way of life. More problem is when you go through a lengthy return and the client says
                            I just wanted to see if it was better than the one I prepared. Some who have private
                            business can inform the client beforehand that there will be a time cost and maby that
                            is what you should do.

                            Comment


                              #15
                              Everson

                              Bart, there are very simple and direct things Everson could do.

                              These days the IRS wants to send out letters and computerized notices. If I received one of those 25,000 letters I simply would not respond. I would not be reprimanded for not responding because that would require an IRS agent to get off his lazy butt and find me.

                              I think 25,000 audits would be more effective. Of course that requires them to do something other than sit in their office and let their computers mail out paperwork. This thread is full of accounts by our comrades who have confronted cheaters, and the cheaters simply go across the street or across town, change their lies, and get what they want.

                              Yet the IRS expects us to do their work for them. Each year pub 930 and other literature has more and more caveats for preparers to observe, endless worksheets and checklists for claiming EICs on a return. If they spent half this effort in the field, most of the problem would dry up.

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