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Client letter Just for fun

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    Client letter Just for fun

    Things you can do to make me really enjoy our tax appointment.

    Always start by telling me how much you meant to be more organized this year. It also helps break up the monotony of my day when you tell me at the time of the appointment how you started your own business last year and now you have a lot of questions.

    Bring your kids. Knowing that they’re wandering around my non-childproof office really helps me concentrate, not that we’re doing anything important anyway. Bring your dog, too. Even better, bring the kids and the dog. We all share a laugh when one or the other tugs on the computer cables-- it’s fun to watch the monitor wobble on its swing-arm. And I love the crumb trails your toddlers leave behind them, not to mention the spilled juice or milk on my carpets. Be angry that I don’t have a television for them to watch.

    Don’t bother to open the envelopes marked Important Tax Document Enclosed. I really enjoy being your secretary and doing those little things for you. And if you do open the envelopes, leave the documents in them. If you take the documents out of the envelopes, be sure to stuff them in your pocket or just crush them so they’re hard to read. Better yet, spill coffee on them. Then hand them to me slowly, one-by-one, looking at them first like they’re written in Latin. I like the suspense.

    Call me at the time of the appointment to tell me you’re just leaving and ask me if I mind if you’re a little late. Or call me at the time of the appointment to reschedule. Even better, just don’t show up, then call me a week later to tell me how sorry you are. Be late or early for your appointment. Tell me you’re late because my directions are wrong. Coming on the wrong day or the wrong time is fun, too. It’s even better when you do it the second week of April and tell me that you don’t mind coming in even at midnight because you want to get the return done.

    It’s natural, your God-given right, and truly a beautiful thing when you breast-feed your infant while I prepare your tax returns. Nor do I mind your using my towels to clean yourself when the little tyke spits up. And the smell helps me focus on the task at hand.

    Sell lots and lots of stock and have no idea what you paid for it and when. Ask me why you should know that. Then ask me if I can look it up on my computer. And be sure to ask me what all those investment forms mean, and then tell me something’s wrong. Whatever you do, don’t call your broker or investment advisor.

    Be sure to forget a W-2 and blame your wife or husband. Ask me if I can look it up on my computer. I don’t mind the extra time it’s going take to finish your return, and I surely wouldn’t think of charging you more because of it. And when you drop off the W-2 and I tell you I’ll get to it as soon as I can, be sure to call me every day to see if it’s ready. It’s more fun when you tell me two weeks after your return is sent electronically that another W-2 you had forgotten about just turned up, and I surely don’t think that your forgetting where you worked is at all odd.

    Ask me if I have facilities for changing diapers.

    Ask me if I mind watching you eat your lunch while I prepare your return. Just drop the crumbs on my carpet. And be sure to spill your coffee on my desk. I have plenty of towels on hand for those other things.

    I just love it when you slide your kids’ W-2s and/or investment forms across my desk and ask if I can do their returns, especially when you tell me how easy they are for me to do and how it’ll hardly take me any time to do it. No, I don’t think a kid in college should really attempt something so difficult as Tele-File or the mysterious 1040-EZ. It’s no problem that when you scheduled the appointment you forgot to tell me that your kid’s return needed to be done and that he has seven W-2s from three states. Of course, I’m really pleased to do them free because they’re so easy.

    #2
    That's a good one.

    Comment


      #3
      Stop, it hurts!

      Might I be among the first to say I was laughing OUT LOUD, and it's all true (including the breastfeeding part), and all funny (at least in your telling)!! But, the "hand them over slowly, one by one" is where I really lost it.

      Comment


        #4
        "But, the "hand them over slowly, one by one" is where I really lost it."

        Me too.

        Comment


          #5
          Client letter

          I don't know were I found this letter but I bet who ever wrote it wrote it in April after a bad day. I was going to enclose this with organizers but my wife discouraged that thought rightfully so I think.

          Comment


            #6
            I thought it was just my clients

            Originally posted by Bucky
            ......Don’t bother to open the envelopes marked Important Tax Document Enclosed. .................Then hand them to me slowly, one-by-one, looking at them first like they’re written in Latin. I like the suspense.....
            Thanks - I needed a laugh!!!!!!!!!!!!!!!!
            http://www.viagrabelgiquefr.com/

            Comment


              #7
              Handing over the forms

              My favorite part is how a client will explain each document:
              "This is my W-2" (I might have difficulty figuring that out without an explanation)
              "This is my wife's W-2" (Wouldn't want to confuse it with someone elses)

              Also, they bring along every letter and document they have received all year from their brokers and mutual funds. Some of them explain how to report the income on the 1040. I'm sure they think I read every word of those booklets about the annual stockholders' meeting, etc.

              Since they bring all documents in the original envelope in which it was mailed, I staple all of the envelopes together and return them with their tax return (unless I'm paying postage to mail it to them).

              Comment


                #8
                Yeah that is a very good one.

                One's that got me:

                The bringing the Kids: I have one couple that brings their kids everytime. They run around my office wild. Pick on my poor cat until he hisses. I am trying to explain their tax returns while they yell at their kids. I finally always get out a box of baseball cards and comic books that keep them occupied.

                Appointment times: Have one client that says she is coming Wednesday at 2pm. I've learned that she will either come on Tuesday or Thursday instead. Older gal.

                The handing of the letters one by is so true! They give me one... look at me while I open it.. then I say "next one please".

                Another thing that gets me is contractors that come in with mud on their boots walking across my carpet.

                Comment


                  #9
                  Speaking of kids, read Armando's first day on the job experience....

                  Primary Forum for posting questions regarding tax issues. Message Board participants can then respond to your questions. You can also respond to questions posted by others. Please use the Contact Us link above for customer support questions.

                  Comment


                    #10
                    I can't take this........

                    Oh dear Bucky, I still remember this post - took time out of my busy schedule to search and find it and thought maybe someone else could use a laugh! This is still my favorite and he just left...........

                    ".......... hand them to me slowly, one-by-one, looking at them first like they’re written in Latin. I like the suspense."
                    http://www.viagrabelgiquefr.com/

                    Comment


                      #11
                      forgot the part about...

                      He forgot the part that comes after "be sure to call me every day to see if it’s ready" which should have read "and then don't come pick it up for two weeks after I'm done"!

                      Comment


                        #12
                        How about....

                        .... the client that gives you the whole envelop full of papers and after you are done with the return says "don't forget to do jr's returns also".


                        (Father and Son have the same name)
                        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


                          #13
                          Thanks for the laugh. Everything in that letter is so true. Don't forget the husband and wife who keep their documents a secret from each other. She pulls hers one at a time out of her purse and he pulls his one at a time out of his coat pocket.

                          Comment


                            #14
                            Originally posted by geekgirldany View Post
                            Pick on my poor cat until he hisses.
                            Time for a MAJOR PITA fee!

                            Comment


                              #15
                              Originally posted by Bucky View Post
                              Things you can do to make me really enjoy our tax appointment.

                              Always start by telling me how much you meant to be more organized this year. It also helps break up the monotony of my day when you tell me at the time of the appointment how you started your own business last year and now you have a lot of questions.

                              Bring your kids. Knowing that they’re wandering around my non-childproof office really helps me concentrate, not that we’re doing anything important anyway. Bring your dog, too. Even better, bring the kids and the dog. We all share a laugh when one or the other tugs on the computer cables-- it’s fun to watch the monitor wobble on its swing-arm. And I love the crumb trails your toddlers leave behind them, not to mention the spilled juice or milk on my carpets. Be angry that I don’t have a television for them to watch.

                              Don’t bother to open the envelopes marked Important Tax Document Enclosed. I really enjoy being your secretary and doing those little things for you. And if you do open the envelopes, leave the documents in them. If you take the documents out of the envelopes, be sure to stuff them in your pocket or just crush them so they’re hard to read. Better yet, spill coffee on them. Then hand them to me slowly, one-by-one, looking at them first like they’re written in Latin. I like the suspense.

                              Call me at the time of the appointment to tell me you’re just leaving and ask me if I mind if you’re a little late. Or call me at the time of the appointment to reschedule. Even better, just don’t show up, then call me a week later to tell me how sorry you are. Be late or early for your appointment. Tell me you’re late because my directions are wrong. Coming on the wrong day or the wrong time is fun, too. It’s even better when you do it the second week of April and tell me that you don’t mind coming in even at midnight because you want to get the return done.

                              It’s natural, your God-given right, and truly a beautiful thing when you breast-feed your infant while I prepare your tax returns. Nor do I mind your using my towels to clean yourself when the little tyke spits up. And the smell helps me focus on the task at hand.

                              Sell lots and lots of stock and have no idea what you paid for it and when. Ask me why you should know that. Then ask me if I can look it up on my computer. And be sure to ask me what all those investment forms mean, and then tell me something’s wrong. Whatever you do, don’t call your broker or investment advisor.

                              Be sure to forget a W-2 and blame your wife or husband. Ask me if I can look it up on my computer. I don’t mind the extra time it’s going take to finish your return, and I surely wouldn’t think of charging you more because of it. And when you drop off the W-2 and I tell you I’ll get to it as soon as I can, be sure to call me every day to see if it’s ready. It’s more fun when you tell me two weeks after your return is sent electronically that another W-2 you had forgotten about just turned up, and I surely don’t think that your forgetting where you worked is at all odd.

                              Ask me if I have facilities for changing diapers.

                              Ask me if I mind watching you eat your lunch while I prepare your return. Just drop the crumbs on my carpet. And be sure to spill your coffee on my desk. I have plenty of towels on hand for those other things.

                              I just love it when you slide your kids’ W-2s and/or investment forms across my desk and ask if I can do their returns, especially when you tell me how easy they are for me to do and how it’ll hardly take me any time to do it. No, I don’t think a kid in college should really attempt something so difficult as Tele-File or the mysterious 1040-EZ. It’s no problem that when you scheduled the appointment you forgot to tell me that your kid’s return needed to be done and that he has seven W-2s from three states. Of course, I’m really pleased to do them free because they’re so easy.
                              This is tooo funny!!! I printed it off and kept it for future use.

                              Last week a couple starting fussing in SPANISH blaming each other about not bringing every thing. I tried to talk and they looked at me like they were to kill me right there. Another couple brought their triplets (2 year olds). That was a circus and high blood pressure until I canceled the other appointments afterwards. People just don't think what we go throught stressful times or they would be more thoughtful.

                              Thanks for a belly laugh------I needed that!!!!
                              SueBaby

                              Comment

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