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23 Things Your Tax Accountant Shouldn’t Have to Tell You (Every Tax Season)

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.

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  1. You’re not the only client.
  2. Have all your documents organized and  ready – be ready to present that $25,000 donation slip.
  3. I am not the IRS.
  4. Stop comparing me to H&R Block.
  5. No one is ever audited for no reason.
  6. Misaddressed/lost checks are no fun, please choose direct deposit.
  7. We’re busy people – make an appointment ahead of time.
  8. You’ve been doing this for how many years now? You should know a few basic things by now.
  9. 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! 
  10. 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?!
  11. No I won’t do it for 25 bucks. Nope not for even 100 bucks.
A tax refund is not an entitlement. Click To Tweet
  1. New year, new tax laws.
  2. Tax season is busy enough without having to chase down business clients to file their quarterly taxes.
  3. When in doubt check online THEN call me.
  4. Never get it twisted. A tax refund is not an entitlement.
  5. Tell us right away. Don’t let the IRS have to ask you (when in doubt refer back to #5).
  6. If you have to ask whether you can claim your cousin’s friend’s daughter as a dependent then you probably can’t.
  7. No funny business with your W-2’s/1099’s or that of others.
  8. Don’t expect daily reminders to bring in your missing documents (See #1 again).
  9. If you know you can’t meet the filing deadline (April 18 2016) , file for an extension – it’s free if done on time.
  10. This doesn’t work well as a drop-off service.
  11. Clients can be fired too!
  12. 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?

Stay Blessed, simply z signature

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40 Comments

  • Reply Denay DeGuzman

    These are great reminders for tax season! My hubby and I go into our appointments with spreadsheets, back-up for write-offs, and everything neat and orderly. But somehow we always forget one little thing. And what that one thing is happens to be different each year. It’s like Murphy’s Law. But thankfully, it’s always something super easy that we can drop off the next day. 🙂

    February 4, 2016 at 3:14 pm
    • Reply zoke41@yahoo.com

      If only we could always have it all together especially during moments when it really counts but life would be a joke if that were the case 🙂

      February 5, 2016 at 4:47 pm
  • Reply Katy

    I love this! I need to make one of these for marketing clients!

    February 4, 2016 at 4:00 pm
    • Reply zoke41@yahoo.com

      I’m glad you enjoyed it. Thank you for stopping by!

      February 5, 2016 at 4:45 pm
  • Reply Jenny

    These made me giggle!
    My fiance is an accountant so I am lucky to have my own personal tax doer haha.

    xoxo, Jenny

    February 4, 2016 at 9:04 pm
    • Reply zoke41@yahoo.com

      Well then that means he probably gets twice as frustrated since its personal lol

      February 5, 2016 at 4:45 pm
  • Reply Becky @ Project Domestication

    Great tips. I’m gonna check out your links in this too. Great info.

    February 5, 2016 at 9:03 am
    • Reply zoke41@yahoo.com

      Thank you for reading. You’ll definitely find the links useful

      February 5, 2016 at 4:48 pm
  • Reply Kate - Highlights Along the Way

    Oh my goodness this is so true! People can be really entitled these days – we are hoping we get a refund this year but typically it is not the case – we shall see!

    February 5, 2016 at 9:14 am
    • Reply zoke41@yahoo.com

      The best refunds are the ones you weren’t expecting. Right before vacation season 😉

      February 5, 2016 at 4:49 pm
  • Reply Chelsea

    Great reminders. i’ve never done my taxes as a blogger so I’m nervous. I hope my accountant is patient with me.

    February 5, 2016 at 9:19 am
    • Reply zoke41@yahoo.com

      They’re usually patient with first timers. It’s the repeat offenders that really grind their gears. Hopefully someday I’ll be able to worry about doing taxes as a blogger ❤️

      February 5, 2016 at 4:51 pm
  • Reply Erica@ Erica Everyday

    Very good reminders!! And now off to try and start that crazy stuff. Wait…how much do you charge 🙂 ? Jk…

    February 5, 2016 at 9:32 am
    • Reply zoke41@yahoo.com

      Haha I’m not a tax accountant so if I charge you anything or even attempt to do your taxes just know that you’ve been ripped off. Thank you for reading ❤️

      February 5, 2016 at 4:52 pm
  • Reply Heather with WELLFITandFED

    Ha! These are hilarious. I love them! I am so guilty of the “can I get another copy”

    February 5, 2016 at 9:57 am
    • Reply zoke41@yahoo.com

      I only have three words for you. Get it together! (Or bring your own printer paper 😀) Thank you for stopping by!

      February 5, 2016 at 4:54 pm
  • Reply Erin

    Oh my gosh, I can’t imagine how frustrating it must be to work in accounting during tax season! For my entire adult life so far, my taxes have been very straight-forward and I’ve done them online myself. This year they’re a little more complicated, so we’re definitely going to schedule a meeting with an accountant. And I promise to bring all my papers!

    February 5, 2016 at 2:04 pm
  • Reply Chrisy @ Homemade Hooplah

    So ironic to find this list and we just met with our (new) tax professional this morning 😀 Great tips!

    February 5, 2016 at 5:19 pm
    • Reply zoke41@yahoo.com

      Hopefully thing went well with your new tax professional and this list might Coke in handy for future consultation for this tax season. Thank you for stopping by!

      February 7, 2016 at 10:18 pm
  • Reply Angie

    Great info! I used to do tech support for HRB back in the day, and ugh-I’ll never use them to do my taxes. haha. Also I couldn’t believe how many people tried to ask me tax questions even though I just supported the software, and I’d have to be like “A. Not the IRS. B. Not a tax professional.” lol

    February 5, 2016 at 5:39 pm
    • Reply zoke41@yahoo.com

      Haha the software can only know as much as the engineers and accountants who are programming. I’ve never used HRB before and I don’t think I ever will. A good ol tax accountant does the job very well. Thank you for reading 😀

      February 7, 2016 at 10:22 pm
  • Reply Matt @ Plating Pixels

    This is the first year I made significant from my blog. I’m playing a bit of catchup for tax prep now, but am already way more prepared for this year! Its so important to stay organized as you go like you said.

    February 5, 2016 at 7:18 pm
    • Reply zoke41@yahoo.com

      Congratulations on having a substantial blog income. You’re already a step ahead of the game since you’ve organized your information. Next tax season after this should be a breeze with hopefully increased blog income 😉

      February 7, 2016 at 10:24 pm
  • Reply katie

    SUCH a great list! I need to make a list like this for people at work!

    ​xx katie // a touch of teal

    February 5, 2016 at 8:10 pm
    • Reply zoke41@yahoo.com

      No one likes sounding like a broken record and sometimes people just don’t know that they’re doing somethings that aren’t so ideal

      February 7, 2016 at 10:30 pm
  • Reply Mariah

    I feel like these are all common sense, but ya know…. When in doubt just do it yourself!

    February 6, 2016 at 2:42 pm
  • Reply Rhi

    My mother-in-law would love this.

    February 6, 2016 at 3:44 pm
    • Reply zoke41@yahoo.com

      Haha I’d love to hear what she thinks about it. Thank you for stopping by ❤️

      February 7, 2016 at 10:41 pm
  • Reply Mimi Rose

    Haha I love this! I can only image how trying it must be to work at a tax office, it’s such a stressful time already for the rest of us.

    February 6, 2016 at 6:32 pm
    • Reply zoke41@yahoo.com

      Yes it is a very stressful time. I wash always so relieved when we got clients that had it all together. Thank your for joining the conversation 😀😀

      February 7, 2016 at 10:37 pm
  • Reply Monroe Bishop

    Very good reminders … I’m my tax preparer will appreciate this post lol I know I drive her nuts every year with the same questions and concerns

    February 7, 2016 at 10:09 pm
    • Reply zoke41@yahoo.com

      Thank you for reading. I’m glad you found it helpful. We don’t expect clients to remember everything since they’re usually only going through the process once a year but a little effort to remember definitely takes a light load off our shoulders

      February 7, 2016 at 10:40 pm
  • Reply Rocio Chavez

    Sounds like you’ve been through the ringer a time or two with your clients, but I guess that’s the way it goes when you’re dealing with people and money. I hope you have some relief this tax season and things go smoother. 😀

    February 8, 2016 at 2:31 pm
  • Reply Tiffany B

    Lots of straightforward valuable information here. I chuckled quite a few times while reading this. You would think some of these items would me common sense to most individuals, but high stress situations make us falter sometimes. Since in self employed I keep up with my paperwork and earnings monthly so it’s a little less hassle once we get to tax time. I know my accountant appreciates it as much as I appreciate the quality video turn around.

    February 8, 2016 at 2:41 pm
  • Reply michelle

    I have had it done for free for years by very kind volunteers and the first year I had to pay I paid less than $100 so I don’t think it is unreasonable to expect to find a place to do it for less. however, i think that also depends on what you’ve made and how complicated your taxes are

    February 8, 2016 at 4:42 pm
  • Reply KatyRose

    LOL! This had me laughing out loud, because I am sure this is what so many tax accountants go through day in and day out around tax season. – Katy

    February 8, 2016 at 5:35 pm
  • Reply Dia @ All The Things I Do

    HahA this is great. My income and expenses are pretty simple so I just use an online program now but as someone who used to work in the insurance industry it’s amazing to me how people come in to do business and aren’t prepared.

    February 8, 2016 at 9:36 pm
  • Reply Chrystie

    This list is great! Makes me realize how helpless some people can be. Tax accountants are basically saints! 🙂

    February 9, 2016 at 8:26 am
  • Reply Tish

    Some great tips and right at the perfect time. Thanks for sharing.

    February 9, 2016 at 11:31 am
  • Reply Alicia

    This is brilliant! So very true as well, a little common sense goes a long way! 🙂

    February 12, 2016 at 7:30 pm
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