Three weeks from tomorrow, Tax Season 2008 will be over. Which is a good thing since I am mentally and physically drained. This season has been off kilter from the start. Just as I was beginning to think I could see the light at the end of the tunnel, I got a rude awakening. Looking over my client list yesterday, it hit me how many clients are procrastinating this year. Especially some of my bigger clients. These are clients I know will be in. If they are later than usual, I have had a call assuring me I will see them. The bigger returns will just drop off their stuff and leave with a "Call me if you have a question." The rest will make an appointment soon. Then there are the clients who always wait to the last few weeks. While I will not see as many people as I did in early February, I will keep very, very, very busy. Don't forget I have 1st quarter payroll reports that have to be done too.
So here is my "Don't" list for the next three weeks. Avoiding these will keep me from turning into Evil Trish, it is not a pretty sight. They are in no particular order and some have been blogged in depth (they have an * after them. Sorry I don't have time to find the links.)
- Don't tell me, "My other preparer let me do it." Why aren't they doing it now?
- Don't ask, "Where did the money go?" when I tell you how much you made in 2007. Try something original.
- Don't ever say, "This guy at work said..." Any time of the year, this or any variation will get you nowhere. If that guy really knows what he was talking about you would be paying him to do your taxes. *
- Don't even try to shoot the messenger. This time of the year, I shoot back.
- Don't expect an appointment on the 14th or 15th. These days are walk-in only. If you want to wait that long you can take your chances
- Don't complain about the cost. You should have checked that before I finished the return.
- Don't bring in a box/bag/suitcase of receipts that haven't been sorted or totaled. Can you say "extension"? How about "time charges"?
- Don't call unprepared. If you have a question, have the supporting documents ready so you can answer my questions. Know when you can come in when you call for an appointment.
- Don't keep calling back if the answering machine picks up. If the answering machine picks up, leave a message and I will call back. There is a reason I can't answer the phone and calling right back will not change that. No matter how many times you do it.
- Don't ask for an extension if you can't pay the taxes. It doesn't solve the problem. File the return and pay as you can.*