Professional tax prep is kind of like... look, income has to be reported. But sometimes clients get kind of weird about forms?
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In other frustrating tax prep news, the client whose return is on hold because they were missing two income documents (and I wouldn't file their return without reporting that income) hung up on me when I called them last week to ask if they'd found the forms. This week they sent me straight to voicemail, but hopefully they listen to the message instead of auto-deleting it because the gist was, "Hey look, if you aren't going to bring me those two forms, can you please come to the office, pick up your other papers, and confirm that you're not going to file with us? That way I get your unfinished return out of my workload and you get off my call list. Win-win!"
I emailed another client to say, "Hey, we do need to finish your return, please schedule an appointment!" because their phone number just rang forever and then said it couldn't connect. I left voicemail for a third client to say, "Have you worked out with your child which of you is going to claim your grandchild so we can either edit or paper file your return?" And I emailed a fourth client to be like, "Hey, I uploaded your return a couple days ago, but you need to actually approve and sign it in order for us to send it to the IRS! Please let me know if you're having trouble."
We shall see if anything comes of those efforts.
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Today's client was lovely, though. They are a disabled veteran who likes to have someone look through their documents and see if they need to file. This is the third year I have reviewed their situation, and once again they were not required to file a federal or state return. We could have filed to get their small amount of withholding refunded by the state of New York, but that would cost more in prep fees than they'd get back. So they decided not to file, and I told them to let the payroll people at their extremely part-time job know to stop withholding state taxes they way they'd already stopped withholding federal taxes.
I always enjoy chatting with that client. Absolutely lovely human being. :)