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    #1

    Yet another billing question

    I have a client who has gotten several letters from the IRS; adjusting estimated payments claimed due to an error from the client on how much was paid, some random economic stimulus issue I'm sure is related to the above, and now a letter kindly letting us know they didn't get the 06 return (which I don't think is going to have a penalty because we had an overpayment). So, do I bill her for the time of sorting through this, or take some of the blame on myself and perhaps split the bill? I have had some filing issues with this client in the past, some my fault and some their, and would like to keep them as clients. Not to mention they are real estate agents and curently have my house listed. The lessons learned from this experience will be implemented for the 08 filing season. Thanks all!

    ATG.
    "Congress has spoken to this issue through its audible silence."
    Anyone ever notice they beat the daylights out of the definition of a child, but they don't spend much time at all defining "parent"?
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    #2
    Fees

    Originally posted by AuditorTurnedGood View Post
    I have a client who has gotten several letters from the IRS; adjusting estimated payments claimed due to an error from the client on how much was paid, some random economic stimulus issue I'm sure is related to the above, and now a letter kindly letting us know they didn't get the 06 return (which I don't think is going to have a penalty because we had an overpayment). So, do I bill her for the time of sorting through this, or take some of the blame on myself and perhaps split the bill? I have had some filing issues with this client in the past, some my fault and some their, and would like to keep them as clients. Not to mention they are real estate agents and curently have my house listed. The lessons learned from this experience will be implemented for the 08 filing season. Thanks all!

    ATG.
    If the real estate agent going to give you a break on the commission for selling the house?

    I didn't think so.

    So, bill for the work done. I do. UNLESS I did something that cause the correspondence.
    Jiggers, EA

    Comment

      #3
      Charge reasonable fees

      Unless you specifically had something to do with the non-filing of the 2006 tax return and/or the irregular payment of some estimated payments, why would you feel the need to "take some of the blame"?

      (I assume you did not e-file the 2006 return or that problem would have been resolved a very long time ago.....)

      Some clients are higher maintenance than others. Since you apparently have a long-term relationship with these clients, I would suggest some reduced fees to assist them in resolving problems that in all likelihood are mostly of their own creation. With luck they will come to realize a little more care on their part might save them some coinage as well as cut down on those letters from the IRS.

      Comment

        #4
        I usually build these services into the tax return fee. Next year when I billed for the tax return, I'd bill for these services. Of course the danger here is if they don't come back you can't bill for them but it does sound like you have a working relationship with this client.

        CArolyn

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