My first job out of college was working as an assistant at a small tax firm. If you think tax season is amazingly annoying as a tax payer, imagine how much more so it is for your tax accountant who has to deal with your frustrations and anxieties as well as those of hundreds of other people. Even though they take it all good stride, here are 23 things your tax accountant shouldn’t have to tell you every tax season.
- You’re not the only client.
- Have all your documents organized and ready – be ready to present that $25,000 donation slip.
- I am not the IRS.
- Stop comparing me to H&R Block.
- No one is ever audited for no reason.
- Misaddressed/lost checks are no fun, please choose direct deposit.
- We’re busy people – make an appointment ahead of time.
- You’ve been doing this for how many years now? You should know a few basic things by now.
- I don’t know anymore about the status of your refund than you do. Go straight online to check your refund status because that’s how I check too!
- We are not staples and printer paper ain’t cheap. How many times are you going to lose your copy of last years tax returns?!
- No I won’t do it for 25 bucks. Nope not for even 100 bucks.
- New year, new tax laws.
- Tax season is busy enough without having to chase down business clients to file their quarterly taxes.
- When in doubt check online THEN call me.
- Never get it twisted. A tax refund is not an entitlement.
- Tell us right away. Don’t let the IRS have to ask you (when in doubt refer back to #5).
- If you have to ask whether you can claim your cousin’s friend’s daughter as a dependent then you probably can’t.
- No funny business with your W-2’s/1099’s or that of others.
- Don’t expect daily reminders to bring in your missing documents (See #1 again).
- If you know you can’t meet the filing deadline (April 18 2016) , file for an extension – it’s free if done on time.
- This doesn’t work well as a drop-off service.
- Clients can be fired too!
- Did you check online?
Lets talk! Which of these things are you guilty of and what are some things you would love to get off your chest about tax season?