IRonMaN
Level 15

I open up my e-mail this morning and see one from a client for a return that was done a couple of weeks ago.  Oh, by the way, we have another dependent this year.  Yesterday, I opened up an envelope for a new client.  A long time client asks if we can do his son's return this year.  No problem, but when I open up the envelope there are some tax documents for the son and on the bottom of the pile, there is a W-2 for someone else.  Call up the client and he tells me, oh yeah, the son got married last year and that is his wife's W-2.  Ok, no problem, I got the return done and it is waiting for assembly.  Get a call this morning, the son that we didn't know got married also had a baby last year that we didn't know about☹️

This is why I prefer working with retired clients.  You just have to watch the obituaries to make sure they didn't die between the time they dropped off their stuff and when the return is ready.


Slava Ukraini!