Getting concerned about my tax return

I do not see where there is a confrontation, Deb. The CPA works for you. Just go to his office and ask him if your return has been filed. If not, ask him to file an extension and when will yours be ready for you to pu.
 

Believe me, Deb, if you get the IRS on your rear end, you'll have a lot more confrontation than you can even imagine.

From what you said about the scenario when you left your documents with him, you probably could not prove to the IRS that you even left them with him (did you get a receipt) -- not that that would make any difference to them. He may not even know they are in his pile.

Grit your teeth and go deal with it and get it over with one way or the other. Just DO it!
 
Hi Deb,I truly hope you have listen to what the other posters have suggested you need to do,have done so by now
When next yr's 'tax season' rolls around,I hope you find a really good accountant who knows what he/she is doing,don't go back to this 'scam artist' who claims to have your best interest at heart Sue
 

What would be a good way to approach the tax preparer? I plan on seeing him on Monday since I have other business in that area. I just don't want to jump right on him, he may get miffed and tell me to go twist in the wind. I like to try tactfulness first, but that is a trait I am sadly lacking.
 
debodun said:
What would be a good way to approach the tax preparer? I plan on seeing him on Monday since I have other business in that area. I just don't want to jump right on him, he may get miffed and tell me to go twist in the wind. I like to try tactfulness first, but that is a trait I am sadly lacking.
Click to expand...

Deb, he should be respectful of you and your business. Keep in mind you are paying him for his services, which should be done in an efficient and responsible manner. You don't have to be rude and jump on him, just be firm and serious and see what's been going on with your tax returns.......time is running out for you! If he ever told you something like go twist in the wind or another insult, I'd never do business with him again and I'd report him to his superiors, that's no way to treat a client!
 
I'm supposing this guy is a tax preparer that doesn't work for a firm or is not a CPA. Confront him in person and politely ask him about the status of your return, or the whereabouts of your paperwork.

A friend of mine owns a CPA firm and his desk during tax season looks like a bomb went off, his clients love him but my goodness he doesn't inspire confidence.
 
debodun said:
What would be a good way to approach the tax preparer? I plan on seeing him on Monday since I have other business in that area. I just don't want to jump right on him, he may get miffed and tell me to go twist in the wind. I like to try tactfulness first, but that is a trait I am sadly lacking.
Click to expand...

In your original post in this thread, you referred to him as "MY ACCOUNTANT," which leads us to believe that you have a previous relationship with this guy. You should know how to "approach" him if he works for you.

You keep asking what to do, then ignoring people's suggestions. Why not just sit there, wring your hands and do nothing... you have one week before the IRS starts penalizing you. :rolleyes:
 
C'est Moi said:
In your original post in this thread, you referred to him as "MY ACCOUNTANT," which leads us to believe that you have a previous relationship with this guy. You should know how to "approach" him if he works for you.

You keep asking what to do, then ignoring people's suggestions. Why not just sit there, wring your hands and do nothing... you have one week before the IRS starts penalizing you. :rolleyes:
Click to expand...

Good idea. Do nothing and just let the chips and the IRS fall where they may.

Good point... re:"my accountant". Something seems 'off'.
 
Deb, just go in and tell him that if your tax return is not ready, you want your documents back. You don't have to get angry about it, just tell him you cannot wait any longer and want your documents back.

He probably won't even care.

You are the customer, and you have the absolute right to request he return your documents. I wouldn't engage in listening to excuses, etc., I would just repeat that I wanted my documents back. If he says he doesn't know where they are, say you will wait while he looks for them and will not leave until you have them. Period.

If when you go by his office he isn't there, go home and IMMEDIATELY file for an extension of time to file. You are running out of time.

If you get your documents back, go IMMEDIATELY to an H&R Block place and see someone and either get the returns done or have them file for an extension for you and prepare the returns as soon as possible. Your hair should be on fire about this situation! You are only a little over a week from the filing deadline. Penalties and interest will start to accrue the day after the deadline and IRS does not give a flip what your excuse is for filing late or not filing -- you'll be on the hook for penalties and interest accruing and you can't file for an extension once the filing date has passed.
 
I expect to get a refund. Thanks for the info link, Annie.

BTW - saying this guy is "my accountant" means that I see him for two minutes once a year to submit my W2 and 1099s. Other than that, I hardy know him. I started seeing him a few years ago on the recommendation of a friend after I made a mistake on my taxes on year and it ended up being a $40,000 penalty. After that, I didn't trust myself to do it anymore.
 
This is craziness! Who leaves their taxes with someone who never turns around to acknowledge their presence, provides no receipt, and has an office desk literally out of a comic strip? I sure hope you have copies of EVERYTHING you entrusted to this joker! Go over to his office, tomorrow! Niceties? Gimme a friggin' break! Get your documents back, no ifs, ands, or buts, and find a person, nearby, someone who's certified, licensed and insured, and let them do your taxes. As an alternative, if you're simply filing a 1040 with no other forms, or very few forms, go online and do your own filing.
 
The guy we use works out of his home office. I make an appointment, go with my paperwork, and sit with him while he does it. That is how he works with all his customers. I would not have it any other way. And this year we got a senior discount as my husband is 65. Just paid him $50. Cannot beat that,
 
Marie5656 said:
The guy we use works out of his home office. I make an appointment, go with my paperwork, and sit with him while he does it. That is how he works with all his customers. I would not have it any other way. And this year we got a senior discount as my husband is 65. Just paid him $50. Cannot beat that,
Click to expand...

That's the way I worked with my accountant, too, till he retired. Lately I've been using H&R Block and it's the same with them -- sit there while they run your info into their computer program. That way they can ask you questions as they go along, and usually mine is finished and submitted electronically while I've been sitting there. Over with in no time, and no angst. Inexpensive, too.
 
Update: I confronted my tax preparer this morning and he reassured me. He added that since I am receiving a refund, there is virtually no deadline, but he automatically files for an extension for all his clients on April 1st. I just have to be patient - there are 750 clients ahead of me.
 
You would not believe his office. There is no place to sit down. He has chairs, but they are stacked 3 to 4 feet in files and manila envelopes. That cartoon I put in the OP was no joke.
 
debodun said:
Update: I confronted my tax preparer this morning and he reassured me. He added that since I am receiving a refund, there is virtually no deadline, but he automatically files for an extension for all his clients on April 1st. I just have to be patient - there are 750 clients ahead of me.
Click to expand...

Good for you! Next year, I would consider other options. IMHO it is irresponsible for him to take on so much business that he cannot fulfill his obligations to his clients. And to have 750 clients ahead of you at this late date after you took in your documents so early on is unconscionable. I would wager he is putting his higher paying clients at the top of the pile and pushing others, like you, to the bottom. There's no other explanation of why you, who took your stuff in so early, are still below 750 other clients.
 

You must log in or register to reply here.

Back
Top