Getting concerned about my tax return

I agree, find a new tax guy or do it yourself.

I would have asked to see the extension.

I find it hard to believe that he took the time to estimate income on 750 customers and file extensions for them.
 

Aunt Bea said:
I agree, find a new tax guy or do it yourself.

I would have asked to see the extension.

I find it hard to believe that he took the time to estimate income on 750 customers and file extensions for them.
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Upon reflection, it's kinda hard to believe that a little independent tax guy working alone has 750 clients AT ALL.
 

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.
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How does he know you're receiving a refund if he hasn't completed your taxes? Maybe with so many clients he can just tell by perusing. It's a good thing he has the presence of mind to file those extensions. You must feel so relieved. In any case, I would not want to take my taxes back to him and go through this again. Really Deb...it's hard to screw up a return using the tax preparation software! It will save you time, money and the hassles you have described herein. Don't know about Turbo Tax but H & R Block backs you up if you ever have to go for an audit.
 
AARP offers free tax return preparation here in Houston. I don't use them but a lot of people do. I like the lady that does mine and she is a friend.
 
debodun said:
Locally, there a Jackson Hewitt tax service about 5 miles away which is closer than my current tax preparer, but they close the office right after the tax deadline day.
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They are available on an appointment basis should you need their services after April 15th. I've seen our local office open even in the summertime for clients. You could take your 2017 tax return in and get an estimate of what they would charge you to do your 2018 tax return next year. When I worked part-time for Jackson-Hewitt, every appointment took no longer than 20 to 30 minutes. Most were finished within 15 minutes.

I felt like Santa Claus when the client chose an instant check option that came out of their refund.
 
We used olt.com for both state (with link) & fed, FREE, filed on the 21st of Mar. Both refunds were deposited in our bank by the 4th of April. Our state is one of the many that doesn't tax SS. We file married/std deduction. No investment income, only Int/Pension/SS. KISS!
 
debodun, with respect, it is time you entered the 21st century and find a way to pay for things online. You would be amazed at how much hassle (and time and gasoline) it would save you. You could get one of those pay-ahead cards if you are still afraid of regular cards. I have been paying for everything online, including my monthly bills and property taxes, for at least 15 years, and have never had one hint of trouble.

In truth if someone steals a check out of your mail, or if one goes astray and falls into the wrong hands, they can cause you a HUGE amount of grief by creating new checks and using them. My sister had a big problem when that exact thing happened to her. When you pay by mail by check, your checks are handled by God knows how many people at the other end, and are actually less safe than going to a creditor's secure website and paying online. You are making your life much more difficult by refusing to use a credit or debit card.

As to next year's return, contact Jackson Hewitt or H&R Block or whatever and just get it over with. H&R Block also backs you up in case of an audit, and with their software a mistake is nearly impossible. I don't know what you pay your guy, but was this year's anguish worth it?
 
Butterfly said:
debodun, with respect, it is time you entered the 21st century and find a way to pay for things online. You would be amazed at how much hassle (and time and gasoline) it would save you. You could get one of those pay-ahead cards if you are still afraid of regular cards. I have been paying for everything online, including my monthly bills and property taxes, for at least 15 years, and have never had one hint of trouble.
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In the beginning, I thought personal computers were great.

But I have learned to hate them because the computer world expects you to constantly update your software/hardware.

I refuse to waste money doing that. Consequently, I am now unable to access many websites... and I don't miss them.

.
 
I don't get many updates and when I do they are free and I set them up to happen when I am not going to be using the computer. Love paying online since I can choose the date for it to happen. Saves that 50 cent stamp!
 
terry123 said:
Love paying online since I can choose the date for it to happen. Saves that 50 cent stamp!
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I don't pay any bill via the computer or snail mail.

Bills either go on my credit card [I pay my cc by phone]
or bills are automatically debited from my checking account.

.
 
terry123 said:
I don't get many updates and when I do they are free and I set them up to happen when I am not going to be using the computer. Love paying online since I can choose the date for it to happen. Saves that 50 cent stamp!
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My updates are free, too. I do have to pay for my annual subscription to my McAfee service, though. Well worth it, and is a lot cheaper than paying someone to get rid of viruses, trojans, etc. I don't update hardware until it wears out or breaks, just like anything else.
 
It will probably be quite q while till you hear from your preparer. Most of them take at least a couple weeks off after tax day, and then take their time preparing the rest of their returns. If he got a six month extension on your return, I'd bet it won't be until around August he'll get around to it, and probably more like September or early October. With the extension in place, he's got no reason to rush.
 
Mine got me an extension, I brought my stuff to her the next day. She called me the next day and I picked up my copy. She efiled it the same day. I checked that afternoon with irs.gov and they received it and refund will be deposited via my bank account. Very easy.
 
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!
 
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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So what is your plan for next year?
 
Knight said:
So what is your plan for next year?
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Almost 2 weeks over the deadline and I have received nothing from him (as of today). Recent emails to him only say he will be doing it "soon" which could mean anything from this coming week to next October.

I surely won't be going to this guy again. I just have a sneaking feeling that he's not being upfront with me about why it's taking him so long to file. "Some years are like that.", is just a response to a question without giving a definite answer.
Either he misplaced my tax documents after he did the forms (which happened one other year), or he has more work than he can handle in a timely manner, or he just wants to make me sweat for some reason of which I am not aware. I requested replacement tax document from my pension and have already received that. I can probably get 1099s from banks in person. I may have to call Social Security and ask them how to get a replacement 1099. But it still leaves me in an awkward position whether to go ahead and do it on my own, hire another CPA or wait on him. If I proceed by going over him and then he files, what would happen then?
 
Well, since you've got an extension in place, I think what I would do is just relax about it. Your tax return isn't due until the extension date arrives.

Any accountant I've ever dealt with either personally or professionally (and I even worked for one many years ago) takes a huge breather after April 15 and doesn't mess with anybody's taxes for at least two weeks (many even close their offices for a couple of weeks). The accountant my last employer used even sent out a little message saying basically, don't bug me for at least 30 days about your taxes -- you've got an extension in place and there is no urgency now and I am going on vacation. Accountants and their staffs work godawful hours during tax season.

So take a deep breath and quit worrying about it for now. AND, I seriously doubt that he is doing anything nefarious like making you sweat -- why would he do that, and there is no reason for you to sweat right now anyway.

Next next year take your stuff to somebody like H&R Block and get it done and dusted quickly for a lot less than you'll pay a CPA.
 
Butterfly said:
The accountant my last employer used even sent out a little message saying basically, don't bug me for at least 30 days about your taxes -- you've got an extension in place and there is no urgency now and I am going on vacation.
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I am really disappointed in his lack of communication.
 

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