Getting concerned about my tax return

Deb, I can't imagine paying someone for this service and getting such poor results. In my opinion, he should have had your taxes done in a timely manner. Did you meet with him face to face to address this? I couldn't sit back blindly wondering what was going on. Talk to him in person if you haven't already and get this straightened out, no excuse for the poor service you've received. I think you should have taken a firmer stand in the beginning, definitely get rid of this guy when he's done, and report him if there's any funny business.
 

SeaBreeze said:
Did you meet with him face to face to address this?
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Yes I did, but didn't get very far. It is amazing how he can reply to questions without really answering them. My first comment was "I was getting concerned about my taxes." He said "It bothers me that you're concerned." And when I asked why last year he had them back to me by the end of February, he replied, "Some years are like that." Other than that, when I asked questions he leaned back in his chair, gave me a Mona Lisa smile and twirled his pencil. When his phone rang he said that his phone had been ringing off the hook, so I left.
 
debodun said:
Yes I did, but didn't get very far. It is amazing how he can reply to questions without really answering them. My first comment was "I was getting concerned about my taxes." He said "It bothers me that you're concerned." And when I asked why last year he had them back to me by the end of February, he replied, "Some years are like that." Other than that, when I asked questions he leaned back in his chair, gave me a Mona Lisa smile and twirled his pencil. When his phone rang he said that his phone had been ringing off the hook, so I left.
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I've always done my own taxes which are simple and easy for me.

I can't even imagine being at the mercy of a guy like that... scary.

If he has all your records you may be stuck with him this year.
But you should shop around for another tax preparer for next year.

.
 

debodun said:
Yesterday, I went over to the library and got a paper 1040 and worked on my taxes o my own. I know what my tax preparer said would be the bottom line. Even though I do not have my original 1099s I turned over to him, I DID write down the amounts on all statements. Guess what???? I got the same figure he did!
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Kind of confusing. You said he hadn't filed yet you got the same figure he did? If you can get the form, input the figures from what you wrote instead of having the documents, why would you consider using anyone but yourself to file? It seems pretty obvious from your posts that you have minimal documents to deal with so the math needed to file can't be very complicated. Whether you use paper 1040 form or a service like turbo tax next year should be a no brainer . A do it yourself project
 
At the senior's meeting today I happened to mention that I still hadn't received my completed tax return from my preparer. Some people there said they use the same preparer and they hadn't received their returns, either, and not to worry, "He always comes through." So it looks like I am not the only one.
 

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